Meeting Transportation, Infrastructure, and Planning Subcommittee-5/15/2024 complete
2024-05-15 · Transportation, Infrastructure, and Planning Subcommittee
Transportation, Infrastructure, and Planning Subcommittee
Item text
Summary
This item transmits the minutes of the Formal Meeting of Nov. 17, 2021, for review,
correction and/or approval by the City Council.
The minutes are available for review in the City Clerk Department, 200 W. Washington
St., 15th Floor.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 13
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Summary
This item transmits the minutes of the Formal Meeting of Dec. 1, 2021, for review,
correction and/or approval by the City Council.
The minutes are available for review in the City Clerk Department, 200 W. Washington
St., 15th Floor.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 14
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Summary
This item transmits the minutes of the Formal Meeting of Dec. 15, 2021, for review,
correction and/or approval by the City Council.
The minutes are available for review in the City Clerk Department, 200 W. Washington
St., 15th Floor.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 15
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Summary
This item transmits the minutes of the Formal Meeting of Nov. 15, 2023, for review,
correction and/or approval by the City Council.
The minutes are available for review in the City Clerk Department, 200 W. Washington
St., 15th Floor.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 16
Report
Supporting documents
No supporting documents stored.
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Item text
This item transmits recommendations from the Mayor and Council for appointment or
reappointment to City Boards and Commissions.
Responsible Department
This item is submitted by the Mayor's Office.
Page 17
To: City Council Date: May 15, 2024
From: Mayor Kate Gallego
Subject: BOARDS AND COMMISSIONS – APPOINTEES
The purpose of this memo is to provide recommendations for appointments to the
following Boards and Commissions:
Alhambra Village Planning Committee
Councilwoman Laura Pastor recommends the following for appointment:
Rep. Quanta Crews
Rep. Crews is a member of the Arizona State House of Representatives and a resident
of District 4. She fills a vacancy for a term to expire November 19, 2025.
Fast Track Cities Ad-Hoc
Councilwoman Laura Pastor recommends the following for appointment:
Dr. Vanna Campion
Dr. Campion is the Chief Medical Officer at Terros Health. She fills a vacancy for a term
to expire May 15, 2026.
Tourism and Hospitality Advisory Board
I recommend the following for appointment:
Sarah Field
Ms. Field is the Deputy Director of the Phoenix Convention Center. She fills a vacancy
as a City Non-Voting representative for a term to expire May 15, 2026.
Page 18
Report
Supporting documents
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Item text
Request for a liquor license. Arizona State License Application 282173.
Summary
Applicant
Jeremy Knowles, Agent
License Type
Series 7 - Beer and Wine Bar
Location
4707 W. Pinnacle Peak Road
Zoning Classification: RE-43 SP
Council District: 1
This request is for an acquisition of control of an existing liquor license for a beer and
wine bar. This location is currently licensed for liquor sales.
The 60-day limit for processing this application is May 15, 2024.
Pursuant to A.R.S. 4-203, consideration should be given only to the applicant's
personal qualifications.
Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the
State of Arizona. This information is listed below and includes: information about any
liquor license violations on file with the AZ Department of Liquor Licenses and Control
and, for locations within the boundaries of Phoenix, the number of aggregate calls for
police service within the last 12 months for the address listed.
500 Club (Series 12)
4707 W. Pinnacle Peak Road, Phoenix
Calls for police service: 2
Page 19
Liquor license violations: None
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“Hello, I Jeremy Knowles Am fully capable of managing the 500 club liquor lic. I have
Been the General Manager Here for 20 plus years And Have the Experience to look
After the Buss. & Liquor Lic properly. I Also Have the proper Liquor Training with Title 4
Management Certs. I am Also Very Reliable for the Company As I'm Here working 6
days a week.”
Staff Recommendation
Staff recommends approval of this application.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 20
Report
Supporting documents
No supporting documents stored.
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Item text
Request for a liquor license. Arizona State License Application 282173.
Summary
Applicant
Jeremy Knowles, Agent
License Type
Series 12 - Restaurant
Location
4707 W. Pinnacle Peak Road
Zoning Classification: RE-43 SP
Council District: 1
This request is for an acquisition of control of an existing liquor license for a restaurant.
This location is currently licensed for liquor sales.
The 60-day limit for processing this application is May 15, 2024.
Pursuant to A.R.S. 4-203, consideration should be given only to the applicant's
personal qualifications.
Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the
State of Arizona. This information is listed below and includes: information about any
liquor license violations on file with the AZ Department of Liquor Licenses and Control
and, for locations within the boundaries of Phoenix, the number of aggregate calls for
police service within the last 12 months for the address listed.
500 Club (Series 7)
4707 W. Pinnacle Peak Road, Phoenix
Calls for police service: 2
Page 21
Liquor license violations: None
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“Hello, I Jeremy Knowles am fully capable of managing the 500 club Liquor Lic. I have
been the General Manager Here for 20 plus years and have the Experience to look
after the Buss. and Liquior Lic. properly. I also have the proper Liquior Training with
Title 4 Basic and Title 4 Management Certs. I am also Very Reliable for the Company
as I am Here working 6 days a week.”
Staff Recommendation
Staff recommends approval of this application.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 22
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 282838.
Summary
Applicant
Mistie Kline-Green, Agent
License Type
Series 6 - Bar
Location
3130 E. Union Hills Drive, Ste. 110
Zoning Classification: C-2
Council District: 2
This request is for an acquisition of control of an existing liquor license for a bar. This
location is currently licensed for liquor sales.
The 60-day limit for processing this application is May 25, 2024.
Pursuant to A.R.S. 4-203, consideration should be given only to the applicant's
personal qualifications.
Other Active Liquor License Interest in Arizona
The ownership of this business has an interest in other active liquor license(s) in the
State of Arizona. This information is listed below and includes liquor license violations
on file with the AZ Department of Liquor Licenses and Control and, for locations within
the boundaries of Phoenix, the number of aggregate calls for police service within the
last 12 months for the address listed.
Larry's Cocktail's (Series 6)
20027 N. Cave Creek Road, Phoenix
Calls for police service: 5
Page 23
Liquor license violations: None
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I have worked managed & helped with daily operations of a bar for 18 year. I also
currently carry own & operate another bar with a class 6 liquor lic in the city of Phoenix
for the last 8 years.”
Staff Recommendation
Staff recommends approval of this application.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 24
Report
Supporting documents
No supporting documents stored.
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Item text
Request for a liquor license. Arizona State License Application 288841.
Summary
Applicant
Jeffrey Miller, Agent
License Type
Series 12 - Restaurant
Location
19401 N. Cave Creek Road, Ste. 15-17
Zoning Classification: C-2
Council District: 2
This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and may currently operate with an interim permit.
The 60-day limit for processing this application is May 27, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.
Page 25
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“Have attended both the basic and management training courses. Will ensure
employees are trained and liquor law trained in order to comply with Arizona's Title 4.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“We would like to continue to offer the area a place to enjoy great Korean and
Japanese food accompanied by domestic alcoholic beverages.”
Staff Recommendation
Staff recommends approval of this application.
Attachments
Attachment - Nami-Korean Kitchen - Data
Attachment - Nami-Korean Kitchen - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 26
Liquor License Data: NAMI-KOREAN KITCHEN
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 2 2
Liquor Store 9 4 1
Beer and Wine Store 10 7 4
Restaurant 12 4 2
Club 14 1 1
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 69.85 72.39
Violent Crimes 12.31 9.42 7.96
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 55
Total Violations 76 89
Page 27
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
6169001 1123 80 10 5
6169002 1495 62 4 17
6169003 1399 22 11 4
6170001 1028 73 21 3
6170003 1050 72 0 35
6170004 1193 51 22 15
6170005 817 83 14 18
Average 0 61 13 19
Page 28
Liquor License Map: NAMI-KOREAN KITCHEN
19401 N CAVE CREEK RD
Ü
Date: 4/11/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 29
Report
Supporting documents
No supporting documents stored.
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Item text
Request for a liquor license. Arizona State License Application 280498.
Summary
Applicant
Philomphon Redman, Agent
License Type
Series 12 - Restaurant
Location
29455 N. Cave Creek Road, Ste. 128
Zoning Classification: C-2 PCD
Council District: 2
This request is for a new liquor license for a restaurant. This location was not
previously licensed for liquor sales and does not have an interim permit. This location
requires a Use Permit to allow outdoor dining and outdoor alcohol consumption. This
business is currently being remodeled with plans to open in June 2024.
The 60-day limit for processing this application is May 25, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
Page 30
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I am a law abiding and upstanding member of the community. I have studied for and
passed exams for basic and manager liquor sales and handling. I'm very pedantic
about following rules and am cautious about underage drinking as I have two
teenagers of my own.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Members of our community will come to my restaurant to relax and enjoy a good
meal. For those who enjoy a glass of wine or beer with their meal, will enjoy a better
experience, as they would at other dining establishments close to mine”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Attachment - Pure Thai Kitchen - Data
Attachment - Pure Thai Kitchen - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 31
Liquor License Data: PURE THAI KITCHEN
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 1 0
Beer and Wine Bar 7 2 2
Liquor Store 9 5 5
Beer and Wine Store 10 2 2
Restaurant 12 4 4
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 7.77 18.15
Violent Crimes 12.31 0.47 0.84
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 4
Total Violations 76 5
Page 32 1/2
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
6124002 1116 55 11 1
6126001 802 85 34 6
6126002 1050 94 23 3
6127001 1486 95 3 8
6127002 966 93 10 0
6128001 2069 83 21 1
Average 0 61 13 19
Page 33 2/2
Liquor License Map: PURE THAI KITCHEN
29455 N CAVE CREEK RD
Ü
Date: 4/11/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 34
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 287208.
Summary
Applicant
Nirav Patel, Agent
License Type
Series 9 - Liquor Store
Location
31414 N. Cave Creek Road
Zoning Classification: C-2
Council District: 2
This request is for a new liquor license for a liquor store that sells gas. This location is
currently licensed for liquor sales with a Series 10 - Beer and Wine Store, liquor
license and does not have an interim permit.
The 60-day limit for processing this application is May 19, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
Page 35
applicant in the State of Arizona.
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I am currently operating 3 other liquor stores and have experience operating them for
past 20 years.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“The location is very ideal right on the main Cave Creek road. It will be a convenient
location to purchase liquor with easy in and out access.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Attachment - Shell Cave Creek - Data
Attachment - Shell Cave Creek - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 36
Liquor License Data: SHELL CAVE CREEK
Liquor License
Description Series 1 Mile 1/2 Mile
Wholesaler 4 1 1
Bar 6 1 0
Beer and Wine Bar 7 1 1
Beer and Wine Store 10 1 1
Restaurant 12 6 6
Craft Distiller 18 1 1
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 4.51 5.41
Violent Crimes 12.31 0.53 0.31
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 2
Total Violations 76 2
Page 37
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
6125001 1635 92 5 11
6126001 802 85 34 6
6126002 1050 94 23 3
6127002 966 93 10 0
6130002 1447 94 3 0
Average 0 61 13 19
Page 38
Liquor License Map: SHELL CAVE CREEK
31414 N CAVE CREEK RD
Ü
Date: 4/25/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 39
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 286448 & 286448S.
Summary
Applicant
Amy Nations, Agent
License Type
Series 10 & 10S - Beer and Wine Store with Sampling Privileges
Location
34750 N. North Valley Parkway
Zoning Classification: C-2 PCD NBCOD
Council District: 2
This request is for a new liquor license for a grocery store. This location was not
previously licensed for liquor sales and does not have an interim permit. This business
is currently under construction with plans to open in June 2024.
The 60-day limit for processing this application is May 17, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
Page 40
applicant in the State of Arizona.
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“Sprouts Farmers Market implements strict alchohol sale policies at all locations
throughout Arizona. Employees must go through extensive liquor law training, Sprouts
Farmers Market conducts regular audits to ensure they comply.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“This added service would allow the customer a one stop shop as Sprouts Farmers
Market is a full service market.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Attachment - Sprouts Farmers Market #51 - Data
Attachment - Sprouts Farmers Market #51 - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 41
Liquor License Data: SPROUTS FARMERS MARKET #51
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 2 1
Liquor Store 9 2 1
Beer and Wine Store 10 2 2
Restaurant 12 7 4
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 18.15 43.52
Violent Crimes 12.31 2.65 4.14
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 3
Total Violations 76 3
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
6100002 1938 100 23 3
6106002 522 94 11 2
6106003 2890 73 27 3
6106004 1133 91 22 5
6113001 1825 31 33 6
Average 0 61 13 19
Page 42
Liquor License Map: SPROUTS FARMERS MARKET #51
34750 N NORTH VALLEY PKWY
Ü
Date: 3/26/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 43
Report
Supporting documents
No supporting documents stored.
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Item text
Midtown
Request for a liquor license. Arizona State License Application 288855.
Summary
Applicant
Andrea Lewkowitz, Agent
License Type
Series 7 - Beer and Wine Bar
Location
3150 N. Central Ave.
Zoning Classification: WU Code T6: HWR MT
Council District: 4
This request is for a new liquor license for a hotel. This location was not previously
licensed for liquor sales and does not have an interim permit. This location requires a
Use Permit to allow outdoor dining and outdoor alcohol consumption. This business
has plans to open in September 2024.
The 60-day limit for processing this application is May 24, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Page 44
Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
applicant in the State of Arizona.
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“Applicant is committed to upholding the highest standards to maintain compliance
with applicable laws. Managers and staff will be trained in the techniques of legal and
responsible alcohol sales and service.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Applicant will open a dual-branded hotel at Park Central near many businesses,
schools, and medical facilities. Applicant has applied for a series 7 liquor license to
give guests 21 and over the opportunity to purchase beer and wine at the property.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Attachment - Home2 By Hilton Phoenix Midtown + Tru By Hilton Phoenix Midtown -
Data
Attachment - Home2 By Hilton Phoenix Midtown + Tru By Hilton Phoenix Midtown -
Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 45
Liquor License Data: HOME2 BY HILTON PHOENIX
MIDTOWN + TRU BY HILTON PHOENIX
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 10 1
Beer and Wine Bar 7 2 2
Liquor Store 9 6 2
Beer and Wine Store 10 12 4
Hotel 11 2 1
Restaurant 12 38 15
Club 14 1 0
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 188.9 261.67
Violent Crimes 12.31 37.42 45.32
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 49
Total Violations 76 72
Page 46
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1105011 551 49 20 14
1105012 1249 13 23 11
1105013 824 16 17 40
1105021 1057 13 34 30
1105022 1216 28 19 23
1118001 742 44 28 5
1118003 996 65 15 4
Average 0 61 13 19
Page 47
Liquor License Map: HOME2 BY HILTON PHOENIX MIDTOWN+ TRUBY HILTON PHX
3150 N CENTRAL AVE
G 6
to
E HI� �JJr, All
ti
..10
£ 10
1 lU
z
G
Date: 4/8/2024
■--=::J-•:::::i----=====----mi
0 0.2 0.4 0.8 1.2 1.6
City Clerk Department
Page 48
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 283736.
Summary
Applicant
Nusrat Lubna, Agent
License Type
Series 10 - Beer and Wine Store
Location
5850 W. Thomas Road
Zoning Classification: PSC
Council District: 4
This request is for a new liquor license for a convenience store that does not sell gas.
This location was previously licensed for liquor sales and may currently operate with
an interim permit.
The 60-day limit for processing this application is May 20, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Page 49
Arizona.
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“Applicant is committed to upholding the highest standards for business and
maintaining compliance with applicable laws. Managers and staff will be trained in the
techniques of legal and responsible alcohol sales and service.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“7-Eleven #26123D is a one-stop shop for convenience items and has been in
operation for many years. Under new franchise ownership, applicant would like to
continue to offer beer and wine to its customers 21 and over.”
Staff Recommendation
Staff recommends approval of this application.
Attachments
Attachment - 7-Eleven #26123D - Data
Attachment - 7-Eleven #26123D - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 50
Liquor License Data: 7-ELEVEN #26123D
Liquor License
Description Series 1 Mile 1/2 Mile
Government 5 1 0
Bar 6 1 0
Beer and Wine Bar 7 1 0
Liquor Store 9 6 2
Beer and Wine Store 10 7 2
Restaurant 12 4 0
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 133.51 174.84
Violent Crimes 12.31 35.24 46.6
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 90
Total Violations 76 186
Page 51
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1098021 2573 85 3 21
1098022 1443 66 8 42
1098023 952 82 14 50
1099001 877 82 16 25
1099003 3146 54 16 33
1124011 1191 48 18 26
1124012 2494 70 5 36
1125041 1741 90 17 25
1125042 1274 0 24 61
Average 0 61 13 19
Page 52
Liquor License Map: 7-ELEVEN #26123D
5850 W THOMAS RD
Ü
Date: 4/8/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 53
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 287315.
Summary
Applicant
Craig Miller, Agent
License Type
Series 6 - Bar
Location
4631 N. 7th Ave.
Zoning Classification: C-3 SAUMSO
Council District: 4
This request is for an ownership transfer of a liquor license for a bar. This location was
previously licensed for liquor sales and may currently operate with an interim permit.
This location requires a Use Permit to allow outdoor dining and outdoor alcohol
consumption.
The 60-day limit for processing this application is May 21, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
Page 54
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“We will ensure our employees attend the Title 4 basic liquor law class and abide by
Arizona state law.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Our business is a neighorhood bar and lounge. In addition, to giving the area a new
hangout and social gathering spot, we plan to be apart of the community. We are
hoping our place becomes a spot where everyone feels welcome, seen and can have
a voice.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Attachment - Smith's on 7th - Data
Attachment - Smith's on 7th - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 55
Liquor License Data: SMITH'S ON 7TH
Liquor License
Description Series 1 Mile 1/2 Mile
Microbrewery 3 1 0
Bar 6 13 7
Beer and Wine Bar 7 12 5
Liquor Store 9 4 2
Beer and Wine Store 10 8 2
Hotel 11 1 0
Restaurant 12 42 11
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 212.76 244.47
Violent Crimes 12.31 42.09 41.82
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 119
Total Violations 76 223
Page 56
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1074002 1009 62 7 16
1074005 661 0 30 77
1075003 1599 46 15 14
1088021 1456 23 32 31
1088022 435 43 41 19
1089011 988 36 15 30
1089012 1297 31 23 54
1089023 1072 28 3 47
1089024 1278 46 9 21
1171001 2126 10 15 10
1171002 703 57 27 12
Average 0 61 13 19
Page 57
Liquor License Map: SMITH'S ON 7TH
4631 N 7TH AVE
Ü
Date: 3/26/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 58
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 281649.
Summary
Applicant
Aung Khaing, Agent
License Type
Series 12 - Restaurant
Location
8041 N. Black Canyon Highway, Ste. 112
Zoning Classification: C-2
Council District: 5
This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and may currently operate with an interim permit.
The 60-day limit for processing this application is May 19, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.
Page 59
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I have a solid understanding of local, state, and federal regulations related to alcohol
Sales.This includes knowing the legal drinking age, hours of operation, and restriction
on serving intoxicated individuals.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“The issuance of a liquor license is contingent upon several factors that aim to serve
both the public convenience and the best interest of the community.”
Staff Recommendation
Staff recommends approval of this application.
Attachments
Attachment - Akai Hana - Data
Attachment - Akai Hana - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 60
Liquor License Data: AKAI HANA
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 2 1
Beer and Wine Bar 7 1 1
Liquor Store 9 3 1
Beer and Wine Store 10 10 4
Restaurant 12 7 2
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 232.93 299.78
Violent Crimes 12.31 55.49 88.53
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 98
Total Violations 76 175
Page 61
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1055011 1055 38 6 59
1055012 1442 0 11 38
1055021 777 0 25 45
1055032 782 25 26 16
1056012 1895 76 6 27
1059001 1697 50 0 42
1059003 1609 59 5 25
1060011 1487 31 17 50
1060021 1678 27 14 27
1060022 872 25 29 35
Average 0 61 13 19
Page 62
Liquor License Map: AKAI HANA
8041 N BLACK CANYON HWY
Ü
Date: 4/4/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 63
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a Series 15 - Special Event liquor license for the temporary sale of all
liquors.
Summary
Applicant
Matthew Gerber
Location
5601 N. 16th St.
Council District: 6
Function
Musical Performance
Date(s) - Time(s) / Expected Attendance
June 22, 2024 - 10 a.m. to 10:30 p.m. / 904 attendees
Staff Recommendation
Staff recommends approval of this application.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 64
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 279937.
Summary
Applicant
Charles Stewart, Agent
License Type
Series 12 - Restaurant
Location
4902 E. Warner Road, Ste. 5,7,9
Zoning Classification: C-2
Council District: 6
This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and does not have an interim permit. This business is
currently being remodeled with plans to open in June 2024.
The 60-day limit for processing this application is May 26, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Page 65
Arizona.
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I've been residence in the state of Arizona for since 1974. I am establishing my
community. For 28 years and I have contribute to the economy for 43 years in my
profession as an over the road, truck driver and I've contribute to the restaurant
industry in my community.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Because I am bringing a service of comfort and dining in sit down service that will
Accommodate this community level of the convenience when it comes to fine dining
Excellent service and quality food at an affordable price.”
Staff Recommendation
Staff recommends approval of this application.
Attachments
Attachment - Da Kitchin Grill - Data
Attachment - Da Kitchin Grill - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 66
Liquor License Data: DA KITCHIN GRILL
Liquor License
Description Series 1 Mile 1/2 Mile
Microbrewery 3 1 0
Bar 6 4 2
Beer and Wine Bar 7 6 3
Liquor Store 9 10 2
Beer and Wine Store 10 4 1
Hotel 11 1 0
Restaurant 12 24 6
Club 14 1 1
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 74.2 84.6
Violent Crimes 12.31 7.16 12.73
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 5
Total Violations 76 6
Page 67
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1167081 1516 88 0 2
1167082 1243 52 3 17
1167083 1314 34 0 7
1167084 1551 93 10 2
1167111 758 80 4 15
1167171 1769 0 25 11
1167172 1663 40 18 17
1167181 2685 40 10 9
3199101 2488 92 3 12
8100001 1870 83 10 0
Average 0 61 13 19
Page 68
Page 69
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 285091.
Summary
Applicant
Amy Nation, Agent
License Type
Series 12 - Restaurant
Location
5538 N. 7th St., Ste. 110
Zoning Classification: C-2
Council District: 6
This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and does not have an interim permit.
The 60-day limit for processing this application is May 25, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.
Page 70
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“We train all of our employees in responsible liquor service. We also conduct regular
audits to ensure they comply.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Our goal is to provide each and every one of our guests with a surreal dining
experience. We do not take any shortcuts in product preparation. Providing our
customers service, quality food, and great value is our objective.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Attachment - Eggstasy - Data
Attachment - Eggstasy - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 71
Liquor License Data: EGGSTASY
Liquor License
Description Series 1 Mile 1/2 Mile
Microbrewery 3 1 0
Bar 6 5 2
Beer and Wine Bar 7 13 0
Liquor Store 9 6 3
Beer and Wine Store 10 9 1
Restaurant 12 58 21
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 124.04 126.96
Violent Crimes 12.31 15.12 14.11
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 27
Total Violations 76 32
Page 72
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1065012 1594 61 18 32
1066002 2064 83 7 5
1075001 758 80 2 3
1075002 1458 74 7 15
1075003 1599 46 15 14
1076011 319 65 16 46
1076012 904 38 24 23
1076013 1748 38 8 17
Average 0 61 13 19
Page 73
Liquor License Map: EGGSTASY
5538 N 7TH ST
Ü
Date: 4/3/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 74
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 287702.
Summary
Applicant
Theresa Morse, Agent
License Type
Series 12 - Restaurant
Location
7810 N. 12th St., #10
Zoning Classification: PSC
Council District: 6
This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and may currently operate with an interim permit.
The 60-day limit for processing this application is May 24, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.
Page 75
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I have owned a liquor license in California and I have already attended Arizona Basic
& Management liquor law classes to prohibit sale to underage and identify obviously
intoxicated customers. I have not had any liquor law violations previously and will
uphold Arizona liquor laws and city ordinances as well. I am looking forward to
operating a restaurant in Phoenix and look forward to building relationships with my
customers.
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
"This location has had previous restaurants to include Streets of New York and
recently ATL Wings. The owner that leased this space after ATL wings did not apply for
a liquor license however, he operated the business as a restaurant. Therefore, the
location as a restaurant is a convience to the local neighborhood and I want to
continue to serve the community.”
Staff Recommendation
Staff recommends approval of this application.
Attachments
Attachment - Full Moon Isakaya - Data
Attachment - Full Moon Isakaya - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 76
Liquor License Data: FULL MOON ISAKAYA
Liquor License
Description Series 1 Mile 1/2 Mile
Bar 6 5 1
Beer and Wine Bar 7 2 1
Liquor Store 9 1 0
Beer and Wine Store 10 6 2
Restaurant 12 13 4
Club 14 2 1
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 84.39 117.83
Violent Crimes 12.31 9.6 17.09
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 87
Total Violations 76 135
Page 77
Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1051023 1135 72 23 12
1052001 877 71 25 24
1052002 1702 63 7 23
1052004 2577 44 5 15
1062002 1751 97 6 1
1063001 867 51 40 17
1063002 1099 67 24 17
1063003 1910 50 11 42
1063004 1060 59 22 20
Average 0 61 13 19
Page 78
Liquor License Map: FULL MOON ISAKAYA
7810 N 12TH ST
Ü
Date: 4/30/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 79
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 286710.
Summary
Applicant
Andrea Lewkowitz, Agent
License Type
Series 12 - Restaurant with Mixed Cocktails Off-sale Privileges
Location
12637 S. 48th St.
Zoning Classification: C-2
Council District: 6
This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and may currently operate with an interim permit.
The 60-day limit for processing this application is May 28, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.
Page 80
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“Applicant is committed to upholding the highest standards to maintain compliance
with applicable laws. Managers and staff will be trained in the techniques of legal and
responsible alcohol sales and service.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“Macayo's Mexican Food is a family-friendly, neighborhood restaurant offering
authentic traditional Mexican food made from fresh, high-quality ingredients. Applicant
would like to continue to offer alcoholic beverages to guests 21 and over as an incident
to the delicious meals served.”
Staff Recommendation
Staff recommends approval of this application.
Attachments
Attachment - Macayos Mexican Food - Data
Attachment - Macayos Mexican Food - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 81
Page 82
Page 83
Page 84
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 288654.
Summary
Applicant
Adam O'Connor, Agent
License Type
Series 4 - Wholesaler
Location
2440 W. Lincoln St., Ste. 160 A-B
Zoning Classification: A-2
Council District: 7
This request is for a new liquor license for a wholesaler. This location was previously
licensed for liquor sales and may currently operate with an interim permit. This
business has plans to open in June 2024.
The 60-day limit for processing this application is May 25, 2024.
Pursuant to A.R.S. 4-203, consideration should be given only to the applicant's
personal qualifications.
Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
Page 85
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I am an established professional with over 5 years of corporate experience in both
alcohol distribution and production businesses. I have an extensive background in
various roles within these business types. I understand and ahdere to the state, local,
and federal laws when it comes to alcohol sales, distribution, and production. I have
completed the Title 4 Basic and Management Liquor Law certifications for the state of
Arizona. I look to set an positive example for other license holders.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 86
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Request for a liquor license. Arizona State License Application 283136.
Summary
Applicant
Que Quinn, Agent
License Type
Series 12 - Restaurant
Location
50 W. Jefferson St., Ste. 280
Zoning Classification: DTC-Business Core
Council District: 7
This request is for a new liquor license for a restaurant. This location was previously
licensed for liquor sales and does not have an interim permit.
The 60-day limit for processing this application is May 28, 2024.
Pursuant to A.R.S. 4-203, a spirituous liquor license shall be issued only after
satisfactory showing of the capability, qualifications and reliability of the applicant and
that the public convenience and the best interest of the community will be substantially
served by the issuance. If an application is filed for the issuance of a license for a
location, that on the date the application is filed has a valid license of the same series
issued at that location, there shall be a rebuttable presumption that the public
convenience and best interest of the community at that location was established at the
time the location was previously licensed. The presumption shall not apply once the
licensed location has not been in use for more than 180 days.
Other Active Liquor License Interest in Arizona
This applicant does not hold an interest in any other active liquor license in the State of
Arizona.
Page 87
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“I have successfully completed the required training or certification program in alcohol
serving & food saftey practices & will comply with all law & regulations related to liquor
sales, service & consumption.”
The public convenience requires and the best interest of the community will be
substantially served by the issuance of the liquor license because:
“The license applicant has a strong track record & qualifications that reassure safe,
lawful & high quality service will be provided Nearby residents & business owners
express support that the establishment will benefit the community.”
Staff Recommendation
Staff recommends approval of this application noting the applicant must resolve any
pending City of Phoenix building and zoning requirements, and be in compliance with
the City of Phoenix Code and Ordinances.
Attachments
Attachment - Stadium - Data
Attachment - Stadium - Map
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 88
Liquor License Data: STADIUM
Liquor License
Description Series 1 Mile 1/2 Mile
Producer 1 1 1
Microbrewery 3 3 1
Wholesaler 4 1 0
Government 5 6 4
Bar 6 48 33
Beer and Wine Bar 7 12 6
Liquor Store 9 4 2
Beer and Wine Store 10 12 1
Hotel 11 8 6
Restaurant 12 109 49
Club 14 3 1
Crime Data
Description Average * 1 Mile Average ** 1/2 Mile Average***
Property Crimes 64.2 249.76 291.4
Violent Crimes 12.31 71.92 68.15
*Citywide average per square mile **Average per square mile within 1 mile radius ***Average per square mile within ½ mile radius
Property Violation Data
Description Average 1/2 Mile Average
Parcels w/Violations 44 32
Total Violations 76 47
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Census 2010 Data 1/2 Mile Radius
BlockGroup 2010 Population Owner Occupied Residential Vacancy Persons in Poverty
1131001 1015 7 8 28
1131002 1242 3 7 33
1141001 2299 16 37 44
1142001 1321 36 22 50
1143011 1389 22 15 57
Average 0 61 13 19
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Liquor License Map: STADIUM
50 W JEFFERSON ST
Ü
Date: 4/11/2024
0 0.2 0.4 0.8 1.2 1.6
mi
City Clerk Department
Page 91
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Item text
Request for a liquor license. Arizona State License Application 279050.
Summary
Applicant
Eric Bennett, Agent
License Type
Series 14 - Club
Location
3400 E. Sky Harbor Blvd., T4
Zoning Classification: A-1
Council District: 8
This request is for a new liquor license for a club. This location was not previously
licensed for liquor sales and does not have an interim permit. This business is
currently under construction with plans to open in June 2024.
The 60-day limit for processing this application is May 19, 2024.
Pursuant to A.R.S. 4-203, consideration should be given only to the applicant's
personal qualifications.
Other Active Liquor License Interest in Arizona
This information is not provided due to the multiple ownership interests held by the
applicant in the State of Arizona.
Public Opinion
No protest or support letters were received within the 20-day public comment period.
Applicant’s Statement
The applicant submitted the following statement in support of this application. Spelling,
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grammar and punctuation in the statement are shown exactly as written by the
applicant on the City Questionnaire.
I have the capability, reliability and qualifications to hold a liquor license because:
“Sodexo is a global organization with more than 412,000 employees, providing food
services, facilities management, employee benefits and personal home services to 100
million consumers daily in 56 countries. More than 113,000 of those employees work in
the US and Canada. Sodexo employees have over 25 years of experience in providing
professional and responsible alcohol service in more than 50 airport lounges and clubs
in the US and 100 globally. Sodexo currently successfully operates the US airport
lounges and clubs for a variety of providers including United Airlines, Delta Airlines,
Airport Lounge Development Limited, American Express, Lufthansa, Virgin Atlantic, All
Nippon Airways and Swiss International Air Lines. Sodexo currently holds more than
650 alcohol licenses in over 450 locations throughout the US. The applicants
resources and depth and breadth of experience in the food and beverage service
space market it qualified to hold liquor licenses.”
Staff Recommendation
Staff recommends approval of this application.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 93
PAYMENT ORDINANCE (Ordinance S-50843) (Items 25-43)
Ordinance S-50843 is a request to authorize the City Controller to
disburse funds, up to amounts indicated below, for the purpose of
paying vendors, contractors, claimants and others, and providing
additional payment authority under certain existing city contracts. This
section also requests continuing payment authority, up to amounts
indicated below, for the following contracts, contract extensions and/or
bids awarded. As indicated below, some items below require payment
pursuant to Phoenix City Code Section 42-13.
25 Southwestern Scale Company, Inc.
For $235,000 in payment authority for a new contract, entered on or about
June 1, 2024, for a term of three years, with two one-year options to
extend for airline baggage scales repair and maintenance services for the
Aviation Department. The contract will provide inspection, testing,
calibration, repair, and certification of airline baggage scales at Phoenix
Sky Harbor International Airport, to maintain the accuracy of the scales
and ensure they conform to the tolerance established.
26 BMI Imaging Systems, Inc.
For $57,475 in payment authority for Contract 150080 for Digital Reel for
the Police Department, and for an additional term of five years beginning
June 1, 2024. Digital Reel is a digitized platform that allows a user to
access microfilm from the convenience of their own desk and gives them
the ability to search using keywords as well as report numbers. The
requested funds will cover maintenance costs as well as licensing for 180
users for five years. The aggregate value of the contract is not to exceed
$153,425.
27 Cintas Corporation
For $200,000 in payment authority to purchase fire extinguisher
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inspection, testing and maintenance services for Citywide departments. A
one-time payment ordinance will allow departments to continue operations
without interruptions while the replacement contract is negotiated. Fire
extinguishers are located throughout City buildings and vehicles. Regular
inspection, testing and maintenance are imperative for maintaining
compliance with various safety regulations and promotes safety for
employees and visitors entering City buildings.
28 URW, LLC, doing business as United Right of Way
For $220,000 in payment authority for a new contract, entered on or about
May 1, 2024, for a term of two years for turf mowing services for the
Parks and Recreation Department. The contract will provide all necessary
labor, materials, equipment and supplies for the mowing of general turf
areas and athletic turf areas in 13 park locations, at the turf height and
frequency per site as specified by the Parks and Recreation Department.
29 Southwest JCB, Inc.
For $150,000 in payment authority for a new contract, entered on or about
May 1, 2024, for a term of two years with three one-year options to extend
for asphalt and concrete walk-behind saws, replacement parts, and
accessories for the Street Transportation Department. The contract will
provide saw equipment, replacement parts, and accessories needed by
the Street Transportation Department, for the purpose of cutting and
removing damaged sections of asphalt and concrete. This will allow for
the purchase of necessary equipment to replace damaged streets,
sidewalks, gutters, and ramps within the City's roadways and right-of-way
locations Citywide.
30 Vulcan, Inc
For $245,000 in payment authority for a new contract, entered into on or
about May 1, 2024, for a term of one year, with a one-year option to
extend, for u-channel posts for the Street Transportation Department. The
Street Transportation Department utilizes u-channel posts to install
directional and warning street signage for the safe, efficient, and
convenient movement of pedestrians and vehicles on City streets.
U-channel posts are also used to maintain existing traffic signage, support
the expansion of City roadways, and replace damaged traffic signs due to
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collisions or severe weather.
31 MasterCorp Commercial Services, LLC
For $77,000 in payment authority for a new contract, entered on or about
May 15, 2024, for a term of five years, for Camelback Road Underpass
Cleaning Services for the Street Transportation Department. The
underpass is a 2,500 square foot terrazzo pedestrian walkway/tunnel that
runs beneath Camelback Road between 24th and 26th streets and is the
Street Transportation Department's responsibility to maintain.
32 Salt River Project Agricultural Improvement and Power
District doing business as Salt River Project
For $340,000 in payment authority for Contract 63846 for Fiscal Year
2024-25 for annual operation and maintenance costs for the Granite Reef
Underground Storage Project (GRUSP) for the Water Services
Department. GRUSP operates under an Intergovernmental Agreement
between Salt River Project and the cities of Chandler, Gilbert, Phoenix,
Mesa, Scottsdale, and Tempe. Phoenix owns 25.755 percent of the
underground water storage capacity of GRUSP and pays its proportional
share of GRUSP costs.
33 Roosevelt Irrigation District
For $1,300,000 in payment authority for Fiscal Year 2024-25 water rights
settlement claim costs for Contract 54170, for the Water Services
Department. In 1998, the City of Phoenix entered into a comprehensive
settlement agreement with Salt River Pima Maricopa Indian Community
(SRPMIC), and others, to settle SRPMIC water rights claims. Part of that
settlement included an ongoing three-way water exchange among the
City, Salt River Project and the Roosevelt Irrigation District. The City is
responsible to pay a portion of costs associated with the ongoing annual
exchange.
34 Salt River Valley Water Users' Association Doing
Business as Salt River Project
For $200,000 in payment authority for Agreement 107647 for delivery,
ordering, accounting, and reporting of the Peninsula - Horowitz Water
Entitlement for Fiscal Year 2024-25 for the Water Services Department.
Peninsula, Horowitz, and Champion Irrigation Districts are located in the
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southwest portion of the City and are in the initial stages of conversion
from farmland to urban usage. Under the agreement, the City receives
water from the Salt River Valley Water Users' Association, treats it, and
delivers to urban customers within these irrigation districts.
35 Salt River Valley Water Users' Association Doing
Business as Salt River Project
For $3,100,000 in payment authority for Contract 59580 for the Water
Transportation Agreement to transfer water from the Salt River Valley
Water Users' Association to the City and for Salt and Verde Rivers water
delivery pursuant to water rights held by the City for Fiscal Year 2024-25
for the Water Services Department. Water Services Department treats
and delivers water for lands within the Salt River Reservoir District which
have rights to the water stored and developed by the Association.
36 Salt River Project Agricultural Improvement and Power
District doing business as Salt River Project
For $240,000 in payment authority for Contract 53453 for operation and
maintenance of the Central Arizona Project Salt River Project
interconnection facility for the Water Services Department. The
Intergovernmental Agreement between the Salt River Valley Water User's
Association, the Salt River Project Agricultural Improvement and Power
District, and the cities of Chandler, Gilbert, Glendale, Mesa, Peoria,
Phoenix, Scottsdale, and Tempe allows the City to transport water from
the Central Arizona Project aqueduct to the Granite Reef Dam. The Water
Services Department is responsible 38.425 percent of the operating and
maintenance expenses for the Fiscal Year 2024-25.
37 Salt River Valley Water Users' Association Doing
Business as Salt River Project
For $6,500,000 in payment authority for Contract 100353 for water
delivery and use agreement with the Salt River Valley Water Users'
Association (Association) to provide wholesale water for resale by the
Water Services Department within the Salt River Reservoir District for
Fiscal Year 2024-25. The water delivered to the City by the Association
from the Salt and Verde Rivers represents approximately 60 percent of
the City's water supply.
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38 State of Arizona doing business as Arizona Department
of Water Resources
For $50,000 in payment authority for Fiscal Year 2024-25 to pay fees
associated with water storage permit applications, groundwater
withdrawal, groundwater production, long-term storage credit recovery,
and dewatering for the Water Services and Parks and Recreation
departments.
39 Central Arizona Water Conservation District doing
business as Central Arizona Project
For $47,575,000 in payment authority for contracts 132409 and 108079
for Fiscal Year 2024-25 for delivery of Colorado River Water to the City
for the Water Services Department. The agreement provides municipal
and industrial water to the City's service area.
40 Settlement of Claim(s) Alvarez-Rivera v. City of Phoenix
To make payment of up to $72,500 in settlement of claim(s) in
Alvarez-Rivera v. City of Phoenix, CV2023-008748, 22-0867, AU, BI, for
the Finance Department pursuant to Phoenix City Code Chapter 42. This
is a settlement of a claim involving the Police Department that occurred on
Sept. 8, 2022.
41 Settlement of Claim(s) Brant v. City of Phoenix
To make payment of up to $300,000 in settlement of claim(s) in Brant v.
Department pursuant to Phoenix City Code Chapter 42. This is a
settlement of a claim involving the Police Department that occurred on
Oct. 27, 2021.
42 Settlement of Claim(s) Jackson v. City of Phoenix
To make payment of up to $150,000 in settlement of claim(s) in Jackson
v. City of Phoenix, CV2022-051702, 21-0317-001, AU, BI for the
Finance Department pursuant to Phoenix City Code Chapter 42. This is a
settlement of a claim involving the Fire Department that occurred on June
3, 2021.
43 Settlement of Claim(s) Rasmusson v. City of Phoenix
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To make payment of up to $220,000 in settlement of claim(s) in
Rasmusson v. City of Phoenix, CV2020-006015, 19-0427-002, GL, BI,
for the Finance Department pursuant to Phoenix City Code Chapter 42.
This is a settlement of a claim involving the Street Transportation
Department that occurred on May 20, 2019.
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the Nov. 5, 2024 Ballot
This is the second of two public hearings required prior to placing a Local Alternative
Expenditure Limitation on the Nov. 5, 2024 ballot. The proposed Local Alternative
Expenditure Limitation would be the annual budget adopted by Council for Fiscal Years
2025-26 through 2028-29. This Local Alternative Expenditure Limitation was
recommended by the 2024 Expenditure Limit Task Force and by the City Council at its
will convene in a special meeting and consider adoption of a resolution to refer the
Local Alternative Expenditure Limitation to City of Phoenix electors on the Nov. 5, 2024
ballot.
Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Budget and Research
Department.
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Request City Council authorization to extend and increase the corporate limits of the
of Phoenix, designated as the 9th Avenue and Happy Valley Road Annexation. Further,
request to authorize current Maricopa County zoning to continue in effect until
municipal zoning is applied to the annexed territory.
Summary
The annexation was requested by Kathleen Shaffer with May, Potenza, Baran &
Gillespie, P.C., for the purpose of receiving City of Phoenix services. The proposed
annexation conforms to current City policies and complies with Arizona Revised
Statutes section 9-471 regarding annexation. The City Clerk Department has received
signed petitions representing 100 percent of the assessed value and 100 percent of
the owners, excluding utilities, within the proposed annexation area.
Public Outreach
A public hearing was conducted on Feb. 7, 2024, to allow the City Council to gather
community input regarding the annexation proposal. Notification of the public hearing
was published in the Arizona Business Gazette newspaper, and posted in at least
three conspicuous places in the territory proposed to be annexed. Also, notice by first-
class mail was sent to each property owner in the area proposed to be annexed.
Location
The proposed annexation area includes Maricopa County Assessor parcel 210-09-019,
located at 9th Avenue and Happy Valley Road (Attachment A). The annexation area
is approximately 4.69 acres (0.0073 sq. mi.) and the population estimate is three
individuals.
Council District: 1
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 101
Attachment A
Page 102
Legal Description
9th Avenue and Happy Valley Road Annexation
That part of the East half of the Southwest quarter of the Southeast quarter of the Southeast
quarter of Section 6, Township 4 North, Range 3 East, G&SRB&M, Maricopa County, Arizona,
described as follows:
COMMENCING at a the Southeast corner of said Section 6, also being a corner of City of
Phoenix Ordinance G-4397, recorded at Document 2001-1068866 official records of the Maricopa
County Recorder, said point also being the point of beginning of City of Phoenix Ordinance No. S-
35520, recorded in Document No. 2008-0877176 official records of Maricopa County;
Thence along the following 5 courses being along the boundary of said City of Phoenix
Ordinance No. S-35520;
thence North along the East line of said Section 6 to the North line of the South 55 feet of said
Section 6;
thence West along said North line, to the West line of the East half of the Southeast quarter of
the Southeast quarter of the Southeast quarter of said Section 6;
thence South along said West line to the North line of the South 40 feet of said Section 6;
thence Westerly along last said North line to the East line of the East half of the Southwest
quarter of the Southeast quarter of the Southeast quarter of said Section 6 and the POINT OF
BEGINNING.
thence continuing West along last said North line to the West line of said East half of the
Southwest quarter of the Southeast quarter of the Southeast quarter;
thence, leaving said boundary of Ordinance No. S-35520, North along last said West line to
the North line of last said East half;
thence East along last said North line to the Northeast corner of last said East half;
thence South along the East line of last said East half to said North line of the South 40 feet of
said Section 6 and the POINT OF BEGINNING.
Area = 4.690 Acres
Area = 0.0073 Sq. Miles
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Laborers' International Union of North America, LIUNA Local 777 (Unit 1)
(Resolution 22204)
The City of Phoenix has met and conferred with Laborers' International Union of North
America, LIUNA Local 777 (Unit 1) in accordance with the terms of Section 2-218 of
the City Code, and a Memorandum of Understanding (MOU) has been approved by
the organization's membership. A copy of the proposed MOU has been filed with the
City Clerk and an opportunity for public comment was conducted at the May 1, 2024,
The following is a compensation summary in the proposed MOU:
· Non-continuous 2.5 percent of base wage
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 104
ATTACHMENT A
MEMORANDUM OF UNDERSTANDING
2024 – 2026
BETWEEN
LABORERS' INTERNATIONAL UNION
OF NORTH AMERICA,
LOCAL 777, AFL-CIO
AND
CITY OF PHOENIX
REPRESENTING FIELD UNIT I EMPLOYEES
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TABLE OF CONTENTS
ARTICLE 1: RIGHTS ................................................................................................................................ 5
Section 1-1. Purpose ............................................................................................................................. 5
Section 1-2. Recognition ...................................................................................................................... 5
Section 1-3. City and Department Rights ........................................................................................... 6
Section 1-4: Union Rights ..................................................................................................................... 6
Section 1-5. Rights of Unit Employees ............................................................................................. 14
Section 1-6. Prohibition of Strikes and Lockouts ............................................................................. 21
Section 1-7. New Positions / Classifications .................................................................................... 21
ARTICLE 2: GRIEVANCE / ARBITRATION / LABOR MANAGEMENT ....................................... 23
Section 2-1. Grievance Procedure .................................................................................................... 23
Section 2-2. Labor-Management Committee ................................................................................... 27
Section 2-3. Bargaining Unit Work .................................................................................................... 27
Section 2-4. Health and Safety Committee ...................................................................................... 28
Section 2-5. Public Outreach & Public/Employee Safety Cross Training .................................... 29
Section 2-6. Laborers’ Apprenticeship Projects .............................................................................. 30
ARTICLE 3: COMPENSATION / WAGES .......................................................................................... 31
Section 3-1. Wages.............................................................................................................................. 31
Section 3-2. Productivity Enhancement Pay ................................................................................... 32
Section 3-3. Overtime .......................................................................................................................... 34
Section 3-4. Call-Out Pay ................................................................................................................... 36
Section 3-5. Out-Of-Class Pay ........................................................................................................... 36
Section 3-6. Pesticide Applicator Differential ................................................................................... 37
Section 3-7. Shift Differential Pay ...................................................................................................... 37
Section 3-8. Weekend Shift Differential Pay .................................................................................... 38
Section 3-9. Stand-By Pay .................................................................................................................. 38
Section 3-10. Show-Up Time ............................................................................................................. 38
Section 3-11. Jury Duty Pay ............................................................................................................... 39
Section 3-12. Deferred Compensation Program ............................................................................. 40
Section 3-13. Sick Leave Conversion at Retirement ...................................................................... 40
ARTICLE 4: HOURS OF WORK / WORKING CONDITIONS ......................................................... 41
Section 4-1. Hours of Work................................................................................................................. 41
Section 4-2. Rest and Lunch Periods................................................................................................ 42
Section 4-3. Clean-Up Time ............................................................................................................... 43
Section 4-4. Seniority........................................................................................................................... 43
Section 4-5. Transfer Program ........................................................................................................... 44
Section 4-6. CDL Renewal ................................................................................................................. 44
ARTICLE 5: BENEFITS.......................................................................................................................... 44
Section 5-1: Employee Assistance .................................................................................................... 44
Section 5-2: Health and Dental Insurance........................................................................................ 45
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Section 5-3: Life Insurance ................................................................................................................. 46
Section 5-4. Long Term Disability Insurance ................................................................................... 46
Section 5-5. Holidays, Vacation Pay, Family Leave, and Leave Donations ............................... 47
Section 5-6. Tuition Reimbursement ................................................................................................. 50
ARTICLE 6: MISCELLANEOUS ........................................................................................................... 51
Section 6-1. Saving Clause ................................................................................................................ 51
Section 6-2. Copies of MOU ............................................................................................................... 51
Section 6-3. Aid to Construction of Provisions of MOU.................................................................. 51
Section 6-4. Part-Time Employees .................................................................................................... 52
Section 6-5. Term and Effect of MOU ............................................................................................... 52
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PREAMBLE
Whereas the well-being and morale of employees of the City are benefited by providing
employees an opportunity to participate in the formulation of policies and practices
affecting the wages, hours and working conditions of their employment; and
Whereas the parties hereby acknowledge that the provisions of this Memorandum of
Understanding (hereinafter “Memorandum”) are not intended to abrogate the authority
and responsibility of City government provided for under the statutes of the State of
Arizona or the charter or ordinances of the City except as expressly and lawfully modified
herein; and
Whereas the parties agree that the Phoenix Employment Relations Board (PERB) unit
certification reflects that there exists a clear and identifiable community of interest among
employees covered by this Memorandum; and
Whereas the parties, through their designated representatives, met and conferred in good
faith pursuant to the Meet and Confer Ordinance in order to reach agreement concerning
wages, hours, and working conditions of employees in Field Unit I; and
Whereas it is understood by the parties that any hours or fractions of hours spent outside
the employee's work shift in pursuit of rights and benefits provided by this Memorandum,
shall not be counted as hours or time worked for the purpose of calculating and paying
overtime;
Now therefore, the City of Phoenix, hereinafter referred to as the "City" and Laborers’
International Union of North America, Local 777, AFL-CIO, hereinafter referred to as the
"Union", having reached this complete agreement concerning wages, hours and working
conditions for the term specified, the parties submit this Memorandum to the City Council
of the City of Phoenix with their joint recommendation that the body resolve to adopt its
terms.
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ARTICLE 1: RIGHTS
Section 1-1. Purpose
It is the purpose of this Memorandum of Understanding (hereinafter "MOU") to continue
and maintain harmonious relations, cooperation and understanding between the City and
its employees; and to set forth the full and entire understanding of the parties reached as
a result of good faith meeting and conferring regarding wages, hours, terms and
conditions of employment of the employees covered hereby, which understanding the
parties intend jointly to submit and recommend for approval and implementation to the
Mayor and City Council.
Section 1-2. Recognition
The City of Phoenix recognizes Laborers’ International Union of North America, Local
777, AFL-CIO, (hereinafter "Union") as the sole and exclusive meet and confer agent
pursuant to the Meet and Confer Ordinance for all regular employees in positions as
certified or hereafter certified by the Phoenix Employment Relations Board (PERB) as
constituting Field Unit I. This includes the following positions in Unit I:
All regular full-time and part-time field employees employed by the following City of
Phoenix Departments: (1) City Clerk – Mail Room, (2) Human Services – Laborers, (3)
Parks & Recreation – Division Operations, Sports and Turf Management, Specialized
Maintenance, and Aquatics Division, (4) Public Works – Solid Waste Collections and
Disposal Divisions, Landfill Operations and Transfer Stations, and (5) Street
Transportation – Street Maintenance Division, Sign Manufacturing, Street Marking and
Parking Meter Sections.
Whenever any words used herein in the masculine, feminine or neuter, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.
The City will notify the Union, in writing, 30 calendar days in advance before any new
position or classification is placed permanently within Unit 1. The parties agree to consult
on the inclusion or exclusion of new classification(s) in Unit I and will thereafter refer any
such matter to PERB for appropriate action.
If any conflict exists between the language in the Administrative Regulations or
employment/department rule and the language of this MOU, the MOU shall prevail.
Page 109
Section 1-3. City and Department Rights
A. The Union recognizes that the City has and will continue to retain, whether exercised
or not, the sole and exclusive right to operate, administer and manage its municipal
services and work force performing those services in all respects except as expressly
modified by this MOU.
B. The City Manager and Department Heads have and will continue to retain exclusive
decision-making authority on matters not officially and expressly modified by specific
provisions of this MOU, and such decision making shall not be in any way, directly or
indirectly, subject to the grievance procedure contained herein.
C. The exclusive rights of the City shall include, but not be limited to, the right to
determine the organization of City government and the purpose and mission of its
constituent agencies, to set standards of service to be offered to the public, and
through its management officials to exercise control and discretion over its
organization and operations, to establish and effect Administrative Regulations and
employment rules and regulations, consistent with law and the specific provisions of
this MOU to direct its employees, to take disciplinary action for just cause, to relieve
its employees from duty because of lack of work or for other legitimate reasons
(examples include, but are not limited to, At-Home Administrative Work
Assignments, pending return-to work drug test, non-paid leave status, etc.), to
determine the methods, means and personnel by which the City's services are to be
provided, including the right to schedule and assign work and overtime, and to
otherwise act in the interest of efficient service to the community. Nothing herein shall
be construed to diminish the rights of the City under the Meet and Confer Ordinance.
Section 1-4: Union Rights
A. No employee shall suffer reprisal for the exercise of rights granted by this MOU.
B. Union Release
The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The City and LIUNA Local 777 have negotiated
full-time release positions, and release hours, as an efficient and readily available
point of contact for addressing labor-management concerns. Examples of work
performed by the release positions in support of the City include ensuring
representation for unit employees during administrative investigations and
Page 110
grievance/disciplinary appeal meetings with management; participating in
collaborative labor-management initiatives that benefit the City and the unit
employees; serving on City and departmental task forces and committees; facilitating
effective communication between City and Department management and unit
employees; assisting unit employees in understanding and following work rules; and
administering the provisions of the Memorandum of Understanding. The cost to the
City for these release positions, including all benefits, has been charged as part of the
total compensation contained in this agreement in lieu of wages and benefits.
1. Full-Time Release Positions
Three (3) persons designated as official full-time release Union representative for
the unit shall be allowed up to 2,080 work hours for each representative per MOU
year to engage in lawful Union activities pursuant to and consistent with this MOU.
The full-time release positions agree to be bound by all City rules and regulations.
Time used for this purpose in excess of 2,080 hours for each representative shall
be at the expense of the Union and the Union shall reimburse the City at the
employee's hourly rate of pay. The City will pay the employee's full-time fringe
benefits.
The Union shall notify Labor Relations and the appropriate Human Resources
Liaison 5 working days in advance when requesting release time for the above
official designated Union representatives.
The Union will submit quarterly reports to the Labor Relations Division documenting
the regular work schedules of the release positions and any leave used during the
quarter.
Upon return from full-time release, the official Union representative shall be
reinstated to their original location/yard and schedule. If the previous location is no
longer available, then the employee will have their choice of location/yard and
schedule based on availability and operational need as determined by the
department. Once at the location/yard the employee will, if applicable, receive an
available assignment of route, truck and partner. They will then have an opportunity
to participate in the next future transfer process in accordance with the department’s
transfer policy. In addition, any approved leave time the employee had scheduled
prior to their return to their department shall be honored by the department.
The City will provide 3 parking cards to the Union.
Page 111
2. Union Stewards
The Union may designate 45 Union members as stewards and shall notify the Labor
Relations Administrator of such designations. There shall be no obligation on the
City to change or adjust normal departmental scheduling or assignments of
personnel as a result of such designations. Such designations shall be made from
amongst Union members regularly working at the job sites within the proximate
geographic area where they are intended to provide representation. The Union shall
endeavor to be equitable in the distribution of its stewards.
a) One such representative from the Grievant’s home department may, after the
Grievant and the supervisor were unable to resolve the matter informally (Article
2, Section 2-1-A), when the Union is designated by a Grievant as his
representative, attend mutually scheduled grievance meetings and hearings
with department representatives without loss of pay or benefits. Paid release
time used for any other purpose, such as gathering information, interviewing the
grievant or witnesses, or preparing a presentation shall be charged against the
bank of Union release hours (Section 1-4 D).
b) City employees who are on duty and are, either witnesses, charging parties,
appellants or grievants and the shop steward representing any such employee
from the employee’s home department, may attend grievance, Civil Service,
Phoenix Employment Relations Board (P.E.R.B.) and department Accident
Review Board meetings on City time provided 1) it is for their particular case
which is either scheduled or on the public meeting agenda for that date and time
and 2) Once a witness testimony has been concluded, or if a grievant, charging
party or appellant once that agenda item has been completed or the grievance
meeting concluded, unless they have made other arrangements in advance with
their immediate supervisors approval, they will promptly return to work.
Management reserves the right to restrict the number of witnesses who can be
off of the job at any one time but will cooperate in rotating witnesses from the
workplace so as to minimize the impact to operations and service to the public.
For group grievances the group will be allowed to select no more than two non-
witness grievant representatives to attend the proceeding. These do not have
to be the same group grievant representative for each step or meeting of the
entire proceeding. As a matter of courtesy, employees will give management as
much notice as possible.
c) Union designated representatives shall be admitted to the buildings and
grounds of the City for the purpose of assisting in the adjustment of grievances
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and other official Union business, so long as such will not, in any manner,
interfere with any work operation or the safety and security of any work site.
Such representative will check in with the supervisor involved and will be
required to conform with the operational and safety regulations and procedures
as directed by the supervisor.
3. Bank of Union Release Hours
The Union will be allowed, subject to operational and scheduling factors and 4
working days advance request in each instance, a unit total of 4,287.25 hours paid
release time in a bank of release hours per M.O.U. year. Requests for release time
shall be submitted to the Labor Relations Administrator and approval of release
time hereunder shall not be arbitrarily withheld. The cost to the City for these
release hours, including fringe, has been charged as part of the total compensation
contained in this agreement in lieu of wages and benefits. Examples of how these
hours are used by the Union include:
• For Executive Board members to attend meetings of the Executive Board,
meetings of the general membership, and for preparation for negotiations.
• For stewards to provide representation when a steward from the employee’s
home department or a full-time release employee is unavailable.
• For a second representative to attend a grievance or investigative meeting.
• For authorized representatives to attend Union conferences, meetings,
seminars, training classes and workshops so that representatives better
understand issues such as City policies and practices, conflict resolution, labor-
management partnerships, and methods of effective representation.
• For authorized representatives to research and prepare for grievance meetings
and disciplinary hearings.
• For authorized representatives to educate and communicate with unit
employees in support of City policies and programs, and participate in City
partnerships.
Only one representative may be released from the same work group at the same
time. No representative will be permitted to use more than 420 hours of release
time from the bank of hours in any one MOU year.
Any hours used in excess of the bank of Union release hours must be approved by
the Labor Relations Administrator and the LIUNA Local 777 Lead Business
Manager. The number of hours used in excess of the allowable Union release hours at
the end of the contract term will be deducted from the Union release hours available for the
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following year. A surplus of hours will be carried over into the next year to a maximum total
Union release of 7500 hours.
a) The Union shall be allowed up to $20,000 per MOU year to be used towards
LIUNA Local 777-City of Phoenix Apprenticeship Programs to purchase training
materials, uniforms, promotional outreach materials, instructional activities such
as schools and workshops, and any other activity approved by the Human
Resources Director or his/her designee for Unit employees approved to
participate in the Apprenticeship Programs. These monies are to be paid to the
Union in one lump sum in the first pay period of each MOU year. The Union will
document the nature of the expenditures made for each Unit employee
approved to participate in the Apprenticeship Programs. The City Auditor
Department may conduct an audit of the funds designated for the
Apprenticeship Programs periodically. Any payments not adequately supported
by the documentation of expenses, or payments made for activities outside the
scope of this agreement, will be returned to the City by the Union.
At the end of each fiscal year, any money not expended on the Apprenticeship
Programs will be carried over to the next year for continued use in these
programs. The funds set aside for the Apprenticeship Programs will not exceed
$30,000 and the City and the Union will discuss appropriate measures to ensure
the Union receives the appropriate economic value.
b) In recognition of the mutual benefit provided to the City and the Union by the
full-time release positions, the City agrees to pay the Lead Business Agent of
the Unit 208 overtime hours each MOU year. The two full time Union
Representatives will be paid 80 hours overtime each MOU year. The Union
will submit a written request to redeem the hours to the Labor Relations
Division no later than July 1 of each MOU year for remittance with the
second paycheck in August.
The Union agrees to reimburse the City of Phoenix for the equivalent salary
costs plus fringe benefits on or before the last day of July each MOU year.
C. Unit employees may be authorized in advance in writing to engage in lawful Union
related activities during City work hours on a non-paid basis by the City Manager or
his designee in his unrestricted discretion consistent with this MOU.
D. There shall be no use of official time for unit-related activities except as has been
expressly authorized under this MOU. The City reserves the right to deny approval of
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request for use of official time for activities not expressly authorized under this MOU.
The City shall not arbitrarily deny requests for use of official time for union activities.
E. Payroll Deductions
1) The City shall deduct from the first and second pay warrants of Union members, in
each month, the regular periodic Union membership dues as certified by an
authorized official of the Union and regular periodic Union sponsored insurance
benefits pursuant to the City's deduction authorization form duly completed and
signed by the employee and transmit such deductions monthly to the Union no later
than the 14th day following the end of the pay period in which the deduction occurs,
along with an alphabetical list of all employees for whom deductions have been
made. Such deductions shall be made only when the Union member's earnings for
a pay period are sufficient after other legally required deductions are made.
Authorization for membership dues deductions herein shall remain in effect during
the term hereof unless revoked by the employee. Revocation of deductions shall
be accepted by the City only during the first week of July or January to be effective
the following payroll period. The City will notify the Union of any revocations
submitted to it, consistent with the PERB Ordinance Section 2-214.
If it is determined by a final decision by a court of competent jurisdiction that “Fair
Share” does not violate Arizona State law or the Arizona State Constitution, the
Union and City shall open up this contract to bargain in good faith over the “Fair
Share” issue.
2) The City shall not make dues deductions for unit employees on behalf of any other
employee organization as defined in the Meet and Confer Ordinance, during the
term of this MOU.
3) The City assumes no liability on account of any actions taken pursuant to this
section. The City shall, however, as promptly as technically possible, implement
changes brought to its attention. The City shall, at the written request of the Union
during the term of this agreement, make changes in the amount of deduction
hereunder for the general membership, provided cost for implementing such
changes shall be reimbursed by the Union. This charge shall not apply to
submission of new individual authorization cards or revocations or individual status
changes.
F. Facilities and Services
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1) Union Materials
The Union may distribute material which is not abusive of any person or
organization, which does not violate Administrative Regulation (A.R.) 2.16, and
which is not disruptive of the City’s operation. Materials may be posted or
distributed on the City's premises (buildings and grounds) before and after
scheduled working hours or in non-work areas during scheduled work hours
provided both the employee distributing and the employee receiving such material
are on their own time.
2) Bulletin Boards
The City shall provide the Union with bulletin board space for its sole and exclusive
use in communicating with its members at mutually agreeable locations. All bulletin
boards will be kept updated with material that is current and up to date.
3) New Employee Orientation (NEO)
The Union shall have the right to meet with new unit employees for the purpose of
informing each such employee of the Union and of that employee's right to have
Union dues deducted from his/her pay warrant. The Human Resources Department
will notify the Union when orientation sessions involving new unit employees are
scheduled.
Such opportunity shall be afforded the Union during the new employee orientation
(NEO) sessions conducted by the Human Resources Department, Public Works
Department Orientation Program (PWOP), and Parks & Recreation Department
New Employee Orientation (Parks & Recreation NEO), Streets Transportation
Department New Employee Orientation (Streets Transportation NEO), Aviation
Department New Employee Orientation (Aviation NEO).
The speaker cannot be defamatory against the City or specific departments or
individuals.
G. List of Unit Employees
Upon the Union’s filing of a Third-Party Data Sharing agreement with the HR
Department, the City shall provide electronically, at no cost, a list of unit employees
which includes the following: Emp ID, First Name, Last Name, Initial, Deduct, Service
Date, Dept ID, Department, Job Title, Job Locator Code, Mailing Address, City, State,
Zip, Home Phone, Work Phone, active Union deduction, and a monthly list of
employees added that month to Unit 1.
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Any and all information furnished by the City shall be used by the Union solely for the
purpose of communicating with unit employees, other legitimate union purposes, and
shall not be shared with any other individual or organization.
H. Information Requests
Upon written request from the Union, the City will provide specific information from an
employee’s personnel files pertinent to a written grievance, arbitration case or civil
service appeal. The City will also provide all pertinent collective bargaining information
requested by the Union. The information will be supplied to the Union at no charge.
I. Interview Panel
In accordance with the City’s selection and interview process guidelines and at
management’s request, Union Designated Employees will participate in City Selection
processes.
J. Labor Management
For a unit employee whose regular shift is other than day shift, there will be flexibility
in changing his, her or their normal work hours for the purposes of attending official
Labor-Management meetings called by or with the concurrence of the Department
Head or designee. There shall be a 48-hour notice to the affected Department to
ensure proper coverage.
K. City Email
The City shall send union-requested communication using the City Email System
using the following procedures:
Processing Guidelines
• Requests for email distribution must be submitted by the LIUNA Local 777
Business Manager or their designee from the labor group to the Labor Relations
email address (labor.relations@phoenix.gov).
• Labor Relations will review the email content to ensure compliance with the
guidelines noted below.
• Labor Relations will distribute compliant emails to unit members within 5 business
days.
• A limit of one email per month, per labor group will be distributed. Exceptions will
be reviewed by Labor Relations.
• Emails will only be distributed to the corresponding unit members.
• Emails will be sent to unit members via blind copy.
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• The standard City notice not to reply will be included on all emails.
Email Content Guidelines
The following is a list of acceptable types of communication. This is not an all-inclusive
list:
• Labor benefit fairs/ meet-and-greets.
• Union Open House's.
• City program/policy changes.
• Open Enrollment.
• Promoting City/union-sponsored training, committees, safety programs or
initiatives.
• City/union/association-sponsored charitable events or community projects.
Other Guidelines/Information
• Communication cannot violate City policies.
• Communication cannot reflect negatively on the City organization, City staff,
elected officials, or residents.
• Communication cannot negatively Impact our residents' perception of the City.
• All distributed emails are subject to the City's public records policy (reference AR
1.60, Public Records Request Processing).
• Changes may be made to these procedures at any time.
• Changes will be communicated with labor groups prior to implementation.
Section 1-5. Rights of Unit Employees
A. Non-Discrimination
All unit employees have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or non-membership in the
Union.
B. Grievance Representation
All unit employees have the right to present their own grievance, in person or by legal
counsel in accordance with Article 2, Section 2-1. A copy of all MOU grievances, filed
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by anyone other than a designated official Union representative, shall be sent to the
Union office. There shall be no cost incurred to the Union.
C. Disciplinary Investigations / NOI Representation
A. Unit employees have the right to be represented by the union and the union
reserves the right to provide representation to its members in dealings with the City
concerning grievances, and matters pertaining to their individual employment
rights and obligations, and during an investigatory interview concerning allegations
focused on the employee which may result in disciplinary action.
B. Supervisors are encouraged to discuss concerns and attempt to resolve those
concerns with an employee without utilizing a formal investigatory process.
Supervisors are encouraged to not utilize an investigatory process unless they
have a reasonable belief that discipline (a written reprimand or higher) could result.
Should information be made during a conversation to attempt to resolve an issue
that could result in discipline, the supervisor will immediately stop the meeting and
utilize an investigatory process as outlined below. Any interview becomes
investigatory when facts or evidence sought by the City may result in a disciplinary
action.
C. The City may, at its sole discretion, either conduct investigatory interviews with
employees or issue employees written questions. In either case, a Notice of
Inquiry (NOI) form will be used. The intent of the NOI is to clearly put employees
on notice that they are under investigation that could result in discipline, inform
them of the nature of the allegations against them, and inform them of their right
to representation.
Time limit for investigations
D. If the City elects to issue written questions to the employee, the following shall
apply:
I. If an NOI is being issued and there is no active questioning, representation is
not required. Employees may bring a representative if they desire, however
there will be no discussion during the issuance of the NOI.
II. The employee will have 72-hours excluding holidays and N-days to respond in
writing and provide any other material requested. This deadline may be
extended by mutual agreement if there are extenuating circumstances.
E. If the City elects to conduct an investigatory interview, the following shall apply:
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I. Prior to the employee being interviewed, the unit employee shall be advised of
their right to a representative.
A. Prior to the employee being interviewed, the employee shall be advised of
their right to a representative and given up to 48 hours to secure
representation. The 48-hour time period may not apply in emergency
situations.
B. A unit employee identified solely as a witness will not be prevented from
contacting the union on their own time to consult with a union representative
prior to their interview.
II. The NOI form will be issued at the meeting.
III. The union representative may assist and consult with the employee, attempt to
clarify the facts or questions asked, and suggest other employees or witnesses
who may have knowledge of the underlying issues. The union representative
cannot speak on behalf of the employee or impede the progress of the
interview.
IV. The member or representative may ask for a caucus during the meeting.
Caucuses will be granted for a reasonable timeframe. At any time either party
requests a caucus the party shall inform the other party of an estimate of what
time they shall return.
V. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the employee. The member shall be
allowed to seek advice from their representative in caucus during the interview.
A caucus will not be permitted when a question is pending. The employee will
be given the opportunity to clarify their answer after the caucus
VI. Neither party will behave in a violent, verbally abusive, insulting, or demeaning
manner toward the interviewer.
VII. Prior to the conclusion of the meeting, the member or representative shall have
the opportunity to make a closing statement for no more than 5 minutes.
VIII. If the department requires a written statement at an investigatory meeting, the
employee will be given up to one hour of City time to write the statement.
Additional time may be granted at the sole discretion of the department and will
not be withheld arbitrarily.
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IX. The employee will be provided with a copy of the interview notes and given 72
hours to confirm their answers and provide any additional information.
F. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:
I. The employee will be instructed not to speak to anyone regarding an
investigation. This restriction does not apply to the union, the union’s attorney,
the employee’s family, the employee’s attorney, the employee’s clergy, the
investigator, or chain-of-command.
II. The employee will be advised if the inquiry is supervisor initiated or the result
of a citizen complaint, employee/co-worker complaint, or other.
III. The member shall also be informed of the Garrity protections afforded to public
employees who may also be under criminal investigation or whose actions
meet the elements of a crime [Garrity v. New Jersey, 385 U.S. 493, 87 S.Ct.
616 (1967)].
IV. A unit member shall receive a copy of any statement that they are asked to
sign.
V. Every 60 days, a unit employee under investigation may request a status
update. At management’s discretion, the status will be provided either verbally
or in writing.
G. Misc.
No investigatory documentation, such as the NOI or witness statements shall be
kept in the Personnel or Supervisory Files after the investigation is concluded.
H. Unit employees will be permitted to apply and/or compete in a transfer process
while in a pending investigation. The transfer process will not be delayed pending
the conclusion of the related investigation.
I. An employee who receives a written reprimand or suspension may request a copy
of the information upon which the written reprimand or suspension was based,
pertaining to what was specifically cited in the discipline at no cost to the employee.
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J. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the employee's work shift in pursuit of benefits
provided by this Article unless otherwise specified in this MOU. The employer shall
count as time worked any hours or fractions of hours spent within the employee's
regular work shift in pursuit of benefits provided by this Article.
D. Personnel Files
1) Any unit employee covered hereunder shall, at their request and by appointment,
be permitted to examine their personnel files in the presence of an appropriate
supervisory official of the Department and/or authorize a Union representative to
obtain copies of documents in their personnel files. Said files shall be in a location
as specified below, one per location. These include the main Human Resources
Department file, the department personnel file, and the official department office
personnel file contained at the district or yard office.
2) No unit employee shall have any adverse statements entered in to their personnel
file without having a discussion about the action.
3) Unit employee may, at their discretion, attach no more than a 1-page rebuttal
statement to any material contained in their personnel file which may be of a
derogatory nature within 14 business days.
E. Fair & Impartial Treatment
All unit employees have the right to be treated equally and in a manner, which is fair
and impartial in any matter associated with the rights of unit employees under the
terms of this MOU.
F. Coaching / Supervisory Counseling
A coaching is a verbal discussion with an employee. A coaching is not to be
considered a first offense for purposes of progressive discipline. A written record of a
coaching may be placed in the supervisor’s files for both positive and negative
incidences. A coaching is to be one-on-one. When 2 or more supervisors are present
at the coaching, the employee shall be advised of their right to representation. An
employee may receive more than 1 coaching for a similar matter.
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A supervisory counseling is a warning that the supervisor shall document in memo
form. A supervisory counseling is not discipline. They are to be used to determine only
notice to the employee. If a supervisory counseling is to be used in any disciplinary or
personnel action or any performance rating, the employee will be given the
supervisory counseling in memo form, that identifies the behavior requiring
improvement, the reason for the improvement, and the consequences of continuing
the unacceptable behavior. The memo will contain a line for the employee’s signature
and an above the line statement of “The employee shall date and sign the supervisory
counseling, not as an indication of agreement, but solely as evidence of being advised
of its existence.” The employee will receive a copy of the memo.
Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types
of discipline, which may be considered for the duration of employment (and upon the
employee's return to employment, if applicable):
Sustained discipline of 40-hour suspension or greater of the following types:
• The employee has been abusive or threatening in attitude, language, or
conduct towards fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-
3101), excepting a pocketknife (as provided in ARS 13-3102) at a City
worksite1, unless such employee is a police officer.
1(A worksite includes not only City buildings and property, but also City vehicles
and private vehicles while being used on City business, and other assigned
work locations).
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or
the property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-
discrimination policies.
• The employee committed a violation of the City's Ethics Policy.
• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.
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The official discipline record is maintained in the Personnel File by the Human
Resources Department. Copies maintained in either the Supervisory and/or
Department files are not the official record. Employees may request to
remove/inactivate eligible documents based on the below criteria by contacting the
department Human Resources Officer. Official records may only be inactivated and
not removed per records retention law, and members/employees will receive
confirmation once the requested record is removed/inactivated.
Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original in
file.
Coaching’s/Supervisory Not maintained in Not maintained in
Remove annually
Counseling’s file. file.
provided no further
incidents.
Maintain original in
Maintain copy in Maintain copy in
file.
file. file.
Employee may
Written Reprimands Remove annually Employee may
request to
provided no further request to remove
inactivate
incidents. after 3 years.
after 3 years.
Maintain original in
Maintain copy in
file.
file.
Suspensions Employee may
Maintain copy in Employee may
(other than below) request to
file. request to remove
inactivate
Remove annually after 10 years.
after 10 years.
provided no further
Discipline under 21b2, Maintain original in
incidents. Maintain copy in
21b4, 21b5, 21b12, file.
file.
21b13, 21b14, 21b15, May not be
Cannot Remove
21b18, 21b19, 21b20. inactivated
G. Performance Evaluation
Although the terms “coaching” or “supervisory counseling” will not be used, the
employee’s behavior or performance which resulted in the “coaching” or “supervisory
counseling” can, along with any other behavior or performance, be discussed in the
performance evaluation.
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If an employee is not given their performance evaluation by the annual review date
and the performance evaluation is expected to be an overall “met,” the
employee’s merit increase shall be processed within 21 calendar days following the
above due date and be retroactive to the performance evaluation annual review date.
H. Departmental Policies
The City will notify employees and Unit 1 of new or revised written City or
Departmental policies affecting unit employees as soon after release as possible. The
City shall post on their bulletin boards any new policies and/or revisions in City or
written department policies and procedures affecting Unit I employees. Notice shall
remain posted for no less than 21 calendar days. Review of policy and procedure
revisions shall be included in employee group meetings when appropriate.
Nothing in this section shall absolve the City of its obligation to Meet and Confer
on mandatory subjects of bargaining.
Section 1-6. Prohibition of Strikes and Lockouts
A. The provisions of the Meet and Confer Ordinance are expressly incorporated herein.
B. The City nor its agents for any reason shall authorize, institute, aid or promote any
lockout of employees covered by this MOU.
Section 1-7. New Positions / Classifications
A. Classification and Compensation Studies
The City shall give notice to the Union within 10 working days whenever a
classification or compensation study is undertaken that includes active positions
belonging to the Union. The Human Resources Department shall provide the Union
with an opportunity to meet with the person conducting the study prior to preparation
of any report or recommendations. The City shall notify the affected Union of the
results and recommendations resulting from any study 30 calendar days prior to that
study being presented to the Human Resources Committee. It should be noted that
there is no guarantee, either expressed or implied that changes to a classification or
its grade and salary range will result from a study.
B. New Classifications
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The parties agree to consult on the inclusion or exclusion of new classification(s) in
the bargaining unit and may thereafter refer any such matter, jointly or individually, to
the Phoenix Employment Relations Board (PERB) for appropriate action.
C. Position Management
The City shall give written notice to the Union 30 days in advance of a position being
reallocated or reclassified such that the position is removed from the unit.
D. Union Requested Job Classification Studies
The Union may submit written requests for job classification studies to the Human
Resources Department. Requests from the Union will be prioritized with other standing
requests.
1) All written requests for classification studies submitted by the Union shall include,
but not be limited to, the following information:
a) A full description of the new duties and responsibilities.
b) A full explanation of why the Union feels the position(s) should be reclassified.
c) A list of comparative positions/ classifications that led to the Union's request.
d) Such other information as is normally considered relevant to a classification
review.
2) The results of the audit of any classification study shall be subject to review by the
City's Personnel Committee in accordance with existing procedures.
3) The Union may submit a prioritized written request of classifications specific to the
unit that they wish to have studied. All written requests shall include a full
explanation of why the classification should be studied. This explanation shall
indicate whether the Union is requesting a full classification study (including job
levels and job architecture) or if the request is limited to a compensation review to
assess market competitiveness and grade and salary levels. At least one request
by the Union shall be completed by the Human Resources Department in order of
their ranking if the City Manager has authorized the HR Department to conduct
studies.
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ARTICLE 2: GRIEVANCE / ARBITRATION / LABOR MANAGEMENT
Section 2-1. Grievance Procedure
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee’s work shift in pursuit of benefits provide
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee’s regular work shift in pursuit of benefits provided by this
Article.
A. Informal Resolution
1. As a matter of good labor-management relations the parties encourage unit
employees who believe that they have a bona fide grievance to discuss and attempt
to resolve it with their immediate non-unit supervisor.
2. If the above informal discussion is held and does not resolve the grievance, the
unit employee may file a formal grievance in accordance with the following procedure.
B. Definition of Grievance
1. A grievance is a written allegation by a unit employee, submitted as herein
specified, claiming violation(s) regarding the interpretation and/or application of the
specific express terms of this Memorandum for which there is no other specific and
formal method of review; and doesn’t have a fact pattern that has been presented to
and decided upon by the City Manager in a prior grievance. However, disputes
specifically excluded in other Articles of this Agreement from the Grievance and
Arbitration procedure shall not be construed as within the definition set forth above
and shall not be handled in accordance with this procedure. It is agreed that such
excluded disputes are not grievable or arbitrable under the terms of this Article or
under this contract.
2. The City continues to retain the format used for grievances, including forms,
technology, etc.
3. A grievance which does not meet the requirements set forth in this Article shall be
null and void, and will not be processed in accordance with this procedure.
C. Procedure
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All grievances covered by this Article shall be handled exclusively in the following
manner:
A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.
1. Step 1
The unit employee shall reduce the grievance to writing by signing and completing the
grievance form provided by the City and submit it to the division head, or designee,
within 14 calendar days of the initial commencement of the occurrence being grieved.
The division head, or designee, may investigate, further consider, and discuss the
grievance with the grievant and the grievant’s representative, if any, as deemed
appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. By mutual agreement,
the parties can agree to skip Step 1 and proceed to Step 2 of the grievance procedure.
2. Step 2
If the written response of the Step 1 does not result in a resolution of the grievance,
the grievant may appeal the grievance by signing and completing the City form and
presenting it to the department head, or designee within 14 calendar days of the
grievant’s receipt of the Step 1 response.
The department head, or designee, may further consider and discuss the grievance
with the grievant and the grievant’s representative, if any, as deemed appropriate, and
shall, within 14 calendar days of having received the written grievance, submit a
response thereto in writing to the grievant. By mutual agreement, the parties can agree
to skip Step 2 and proceed to Step 2.5 or Step 3 of the grievance procedure.
3. Step 2.5
After the Step 2 response, but prior to review by the Grievance Committee, the parties
involved may mutually agree to submit the grievance to Labor Relations. The
grievance, as originally written and Step 1 and Step 2 responses, must be submitted
to Labor Relations within 14 calendar days of receipt of the Step 2 response. Labor
Relations shall, within 14 calendar days of the receipt of the grievance, meet with the
department head, or designee, and the grievance and the grievant’s representative, if
any, in an attempt to resolve the grievance. Labor Relations shall then submit a written
response to all parties within 14 calendar days of the meeting.
4. Step 3
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a. If the written response of the Step 2 (or 2.5 if applicable) does not result in a
resolution of the grievance, the grievant may, within 14 calendar days of the Step
2 response, appeal the grievance by signing and completing the City form and
presenting it to Labor Relations. A Grievance Committee hearing will be scheduled
at which the grievant shall be afforded the opportunity to fully present their position
and to be represented.
The Grievance Committee shall be composed of:
Chairman – A member of the City Manager’s Office designated by the City
Manager.
Member – A City function head on a rotating schedule.
Member – An individual mutually agreed upon between the City Manager,
or his designee, and LIUNA Local 777.
The Grievance Committee shall submit findings and advisory recommendation(s)
to the City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the grievant and their designated
representative.
b. If the grievant so elects in writing within the above time limit, in lieu of such hearing
the grievance may be reviewed by an arbitrator. The parties, or their designated
representatives, shall agree on an arbitrator, and if they are unable to agree on an
arbitrator within a reasonable time, either party may request the Federal Mediation
and Conciliation Service to submit to them a list of 7 arbitrators who have had
experience in the public sector. The parties shall, within 7 calendar days of the
receipt of said list, select the arbitrator by alternately striking names from said list
until one name remains. Such person shall then become the arbitrator. The
arbitrator so selected shall hold a hearing as expeditiously as possible at a time
and place convenient to the parties, and shall be bound by the following:
i. The arbitrator shall be bound by the language of this Memorandum and
departmental rules and regulations consistent therewith in considering any
issue properly before him/her.
ii. The arbitrator shall expressly confine him/herself to the precise issues
submitted to him/her and shall have no authority to consider any other issue
not so submitted to him/her.
iii. The arbitrator shall be bound by applicable State and City law.
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iv. The cost of the arbitrator and any other mutually incurred costs shall be borne
equally by the parties.
The arbitrator shall submit findings and advisory recommendations to the City
Manager. The City Manager shall make the final determination of the grievance
and submit it in writing to the grievant and his designated representative.
D. Time Limits
Failure of City Management representatives to comply with time limits specified in
Paragraph C shall entitle the grievant to appeal to the next level of review; and failure
of the grievant to comply with said time limits shall constitute abandonment of the
grievance; except however, that the parties may extend time limits by mutual written
agreement in advance of the deadline.
E. Union Grievance
The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1-4 of this
Memorandum. The Union shall file such grievance at Step 3 of this Procedure.
F. Group Grievance
When more than one unit employee claims the same violation of the same rights
allegedly accorded by this Memorandum, and such claims arise at substantially the
same time and out of the same circumstances, a single group grievance may be filed
in the name of all such members. Such group grievances shall be filed at the Step of
this Procedure which provides the lowest level of common supervision having
authority over all named grievants. Relief is restricted to those named in the Group
Grievance.
G. Employer Grievances
Should they occur as a result of official Union activities or actions, including the failure
to act as required under the terms of this Memorandum, employer grievances will be
presented directly to the Union president or any officer of the Union within 14 days of
the occurrence prompting the grievance. The president, or designee, shall in each
case provide a written answer within 14 days from receipt of the grievance.
Unresolved employer grievances may be submitted to arbitration pursuant to Step 3.
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H. Municipal Court
It is understood concerning the administration of this grievance procedure in the
Municipal Court, specifically Step 2 that the designated "Department Head" is the
Executive Court Administrator, and the "City Manager's Office" or "City Manager" shall
mean the Presiding Judge, or his designee as provided in the procedure.
Section 2-2. Labor-Management Committee
The benefits granted by this Article shall not be interpreted or applied as requiring the
employer to count as time worked, any hours or fractions of hours spent outside the
employee's work shift in pursuit of benefits provided by this Article. The employer shall
count as time worked any hours or fractions of hours spent within the employee's regular
work shift in pursuit of benefits provided by this Article.
A. There shall be a Labor-Management Committee consisting of the three Union
Authorized Representatives, one LIUNA staff member, and four representatives from
management that are agreed upon by the LIUNA staff member and the Assistant
Human Resources Director, or designee. The Labor-Management Committee shall
be facilitated by Labor Relations staff. The purpose of the Committee shall be to
facilitate improved relations, provide a forum for open and informal discussion, and
make recommendations for operational or other rules changes that are of mutual
benefit.
B. The Committee shall meet, at least once a month per MOU year, or more often by
mutual agreement, at mutually agreed upon times. The Committee will meet to discuss
matters to be of a mutual benefit including, but not limited to, methods of improving
the level of productivity when needed. The members shall, upon request for a meeting,
provide the Chairman with proposed agenda items and the Chairman shall provide
the members with the meeting agenda in advance of the meeting.
C. Any signed/dated written Labor/Management agreements with the signatures of the
parties and the Chairman will be binding on the parties for the remaining term of the
MOU.
D. If the representative of the Union is a unit employee, such representative shall not
lose pay or benefits for meetings mutually scheduled during duty time.
Section 2-3. Bargaining Unit Work
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A. Contracting Out Work – The City will notify the Union, in writing, of the City's intent to
contract with a private agency for planned or emergency work that is currently being
performed by unit employees. The Union may, within 5 business days of this
notification, request a meeting for the purpose of discussing the contracted work. The
meeting will occur prior to any final recommendation to the City Council.
In cases of an emergency when Unit 1 employees are unavailable to perform the work,
for example, a staffing shortage or specialty work, the City will notify LIUNA as soon
as possible via phone or email. The intent is to provide the Union the opportunity to
discuss, but does not prevent the City from contracting the work in an emergency
situation.
Failure by the City to meet with the Union under this Article may be subject to the
Grievance Procedure (Article 2, Section 2-1) of this MOU.
Nothing in this Article shall relieve the city of its obligation to meet and confer
on mandatory subjects of bargaining.
B. The Management recommendation, and final decision thereon by the City, shall not
be subject to the Grievance Procedure (Article 2, Section 2-1) of this MOU.
C. The City agrees that it will not assign work currently performed by LIUNA represented
employees to non-represented City employees or to employees in any other City of
Phoenix bargaining unit, for a period up to 90 days.
The exception will be when individuals are being placed in an effort to comply with
federal law, in which case the Union will be notified.
By mutual consent, the City and the Union may agree to a time period longer than 90
days.
Section 2-4. Health and Safety Committee
The benefits granted by this Article shall not be interpreted or applied as requiring the
employer to count as time worked, any hours or fractions of hours spent outside the
employee's work shift in pursuit of benefits provided by this Article. The employer shall
count as time worked any hours or fractions of hours spent within the employee's regular
work shift in pursuit of benefits provided by this Article.
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A. The City will continue to undertake all reasonable efforts to provide for employee
health and safety in accordance with the State's Occupational Safety and Health Law.
B. In order to facilitate this policy, a joint committee entitled "Health and Safety
Committee" shall be established. This Committee shall be composed of 2 unit
employees appointed by the Union and 2 City representatives as designated by the
City Manager. The Chairmanship shall rotate among the members.
C. The Committee shall meet quarterly at mutually scheduled times or more frequently
by mutual agreement to consider on-the-job safety matters referred to it by the existing
departmental safety committees and safety officers, or otherwise coming to its
attention, and shall advise Department Heads and the City Manager concerning on-
the-job safety and health matters.
All written recommendations of the Committee shall be submitted to the Department
Head concerned and to the City Manager.
D. The Committee shall be guided by the applicable regulations of the State's OSHA
agency, and the City's existing practices and rules relating to safety and health, and
formulate suggested changes.
E. Employee members of the Committee shall not lose pay or benefits for meetings
mutually scheduled during their duty time.
Incident Review Board
An Incident Review Board is an effective management tool to minimize injuries and
protect property. The function of an Incident Review Board is to determine if a vehicular
or operational incident is preventable or non-preventable. The City shall establish an
Incident Review Board in each Unit One represented department. Each Incident Review
Board shall have the same rules, and all rules shall be applied in the same manner in
each department.
Section 2-5. Public Outreach & Public/Employee Safety Cross Training
It is understood that bargaining unit employees are frequently required to address social
service needs and problems as well as threats to public health and public/employee
safety posed in our streets and parks.
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To ensure that bargaining unit employees are trained adequately to safely deal directly
with members of the public and to properly refer citizens to appropriate City agencies, all
bargaining unit employees shall be cross-trained with public outreach and
public/employee safety skills in accordance with department needs.
Section 2-6. Laborers’ Apprenticeship Projects
A. Gardener Apprenticeship Project
The Union and the City shall continue the Joint Pilot Apprentice Program as needed
and when positions are available for the Gardener classification in the City of Phoenix,
entitled “Phoenix Gardener Apprenticeship Program”.
The Phoenix Gardener Apprenticeship Program shall be organized with a set of
standards established by a 5 person Joint Apprenticeship Committee (Committee).
The Committee shall be comprised of 2 Union representatives, 2 City of Phoenix Parks
and Recreation Department representatives, and 1 City of Phoenix Human Resources
Department Safety Section employee.
The Phoenix Gardener Apprenticeship Program is designed to prepare individuals,
and produce highly qualified and well trained workers who have solid knowledge as
well as specific, technical job skills for occupations in the skilled trades and crafts.
The Joint Apprenticeship Committee shall award a Certificate of Completion of
Apprenticeship to each apprentice who has successfully completed the Phoenix
Gardener Apprenticeship Program.
B. SWEO Apprenticeship Project
The Union and the City shall establish a continue the Joint Pilot Apprentice Program
as needed and when positions are available for the Solid Waste Equipment Operator
classification in the City of Phoenix, entitled “Phoenix SWEO Apprenticeship
Program”.
The Phoenix SWEO Apprenticeship Program shall be organized with a set of
standards established by a 5 person Joint Apprenticeship Committee (Committee).
The Committee shall be comprised of 2 Union representatives, 2 City of Phoenix
Public Works Department representatives, and 1 City of Phoenix Human Resources
Department Safety Section employee.
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The Phoenix SWEO Apprenticeship Program is designed to prepare individuals, and
produce highly qualified and well trained workers who have solid knowledge as well
as specific, technical job skills for occupations in the skilled trades and crafts. The
Joint Apprenticeship Committee shall award a Certificate of Completion of
Apprenticeship to each apprentice who has successfully completed the Phoenix
SWEO Apprenticeship Program.
C. Street Maintenance Worker I Apprenticeship Project
The Union and the City shall continue the Joint Pilot Apprentice Program as needed and
when positions are available for the Street Maintenance Worker classification in the City
of Phoenix, entitled “Phoenix Street Maintenance Worker Apprenticeship Program”.
The Phoenix Street Maintenance Worker Apprenticeship Program shall be organized with
a set of standards established by a 5 person Joint Apprenticeship Committee
(Committee). The Committee shall be comprised of 2 Union representatives, 2 City of
Phoenix Streets Department representatives, and 1 City of Phoenix Human Resources
Department Safety Section employee.
The Phoenix Street Maintenance Worker Apprenticeship Program is designed to prepare
individuals, and produce highly qualified and well trained workers who have solid
knowledge as well as specific, technical job skills for occupations in the skilled trades and
crafts. The Joint Apprenticeship Committee shall award a Certificate of Completion of
Apprenticeship to each apprentice who has successfully completed the Phoenix Street
Maintenance Worker Apprenticeship Program.
ARTICLE 3: COMPENSATION / WAGES
Various sections of this MOU contain a form of compensation, wages, or benefits that
have been negotiated in good faith and may or may not provide a direct payment of wages
or other benefit to each member. Those forms of compensation, wages, or benefits that
do not provide a direct payment to each unit employee have been negotiated in place of
a direct payment and costed as part of the overall economic package. Examples include:
life insurance, long term disability insurance, leave payouts, etc.
Section 3-1. Wages
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A. The economic value of a non-continuous payment equal to 2.5% of base wage will
be paid as follows:
1. A non-continuous payment of $1,421.00 for each full-time employee and
$100.00 for each part-time employee to be paid out on the first full pay period
in August of 2024.
B. Limited Reopener for FY 2025-2026: If the City projects revenues will exceed
$1,750,000,000 for Fiscal Year 2025-2026 in the forecast that is presented to City
Council in February 2025, the parties may reopen Section 3-1 of this agreement
for the sole and limited purpose of Meeting and Conferring, in February 2025,
over base wage increases, if any. Unless held invalid by operation of law or by
a final judgment of any tribunal of competent jurisdiction, all other terms and
conditions of this MOU shall remain in full force and effect during any such
reopener and throughout the duration of this MOU.
C. During the term of this MOU the City will provide an annual budget presentation to the
LIUNA Local 777 Chapter Board. This presentation will be scheduled within 30 days
of the final budget being presented to Council.
D. It is understood that for implementation purposes, the practice of rounding of fractional
cents shall be done in accordance with accepted mathematical and accounting
principles.
E. Notwithstanding the rates of pay set forth in any appendix or attachment to the
agreement for reference, the term "Pay Schedule" shall mean the schedule computed
and published by the Human Resources Department for payroll purposes pursuant to
Council Action in the Pay and Compensation Ordinance.
Section 3-2. Productivity Enhancement Pay
In recognition of continuous service and overall performance, the City agrees to the
following productivity enhancement pay formula for unit employees.
A. Pay Benefit:
In November 2024, June 2025, November 2025, and June 2026, unit employees who
meet the additional qualifications of this section shall qualify for $50.00 for each full year
of continuous full-time service in excess of 5 years, up to an annual maximum of
$1,400.00 at 19 years.
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In November 2024, June 2025, November 2025, and June 2026, unit employees who
have completed at least 20 years of full-time service and who meet the additional
qualifications of this section shall qualify for $65.00 for each full year of continuous full-
time service in excess of 5 years, up to an annual maximum of $1,820.00.
B. Qualifications:
1) An employee must have completed at least 1 year of continuous full-time service
at the top step in his pay range. Qualifications for Productivity Enhancement pay
are made in the base class and will not be affected by movement into or out of
assignment positions. As well, Productivity Enhancement pay will not be affected
by movements to positions within the same pay range.
2) An employee must have received a performance rating of overall "Met” on his latest
scheduled performance evaluation on file at the time of the qualifying date. For
employees who are otherwise eligible for Productivity Enhancement pay, an
employee who receives an overall “Not Met” evaluation shall receive another
evaluation within 90 days to 120 days, and if that evaluation is an overall “Met”, he,
she, they will be eligible to start receiving Productivity Enhancement pay the first
paycheck for the first full pay period after the next qualifying date. A unit employee
who receives an overall “Not Met” rating may appeal by memo through his chain
of command to the Department Head.
3) An employee must be on full-time active status. Employees on industrial leave
shall qualify for this payment for only the first year of the industrial leave. However,
the entire period of industrial leave shall qualify as continuous service when the
employee returns to active employment.
C. Terms of Payment:
1) The Productivity Enhancement payment will be pro-rated and included each pay
period in the qualifying unit employee’s regular paycheck.
2) When a position is reclassified to a higher classification, or when classification is
assigned to a higher pay range, incumbents who are receiving Productivity
Enhancement pay shall be moved to that step of the new range which corresponds
the closest to their combined base pay and previous Productivity Enhancement
amount (incumbent’s annualized payment), and which does not result in a
decrease from that total amount. The placement in the new range will be limited to
the maximum step in the range. If the reclassification or pay range change only
results in a maximum possible one-range increase, and the incumbent is receiving
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Productivity Enhancement pay, the employee will be moved to the top step and
continue to be eligible for Productivity Enhancement pay.
Section 3-3. Overtime
A. As a regular practice, overtime shall not be used. The parties agree that at times the
City may require overtime work outside of an employee’s regularly-scheduled shift.
B. Overtime is defined as time assigned and worked beyond the regularly scheduled 40
hours per week.
C. Except for paid sick leave, all duly authorized paid leave time shall be considered as
time worked for the purposes of the regularly scheduled workweek. Paid sick leave
shall not be considered as time worked for the purpose of calculating overtime for the
regularly scheduled workweek.
The employee’s appropriate leave bank will be charged only for the difference
between the scheduled daily work shift and the hours actually worked that day.
D. Overtime shall be worked and shall be allowed if assigned by the non-unit supervisor
or other authorized representative of the City. The City shall endeavor to be equitable
in the distribution of voluntary overtime amongst qualified employees or crews of
employees within the same classification, function, work location, and shift. Seniority
may be used as a factor in determining the assignment of overtime work. Other factors
include skill level, assigned equipment, etc. The City will make available to the Union
upon request reports of overtime worked by unit employees on a quarterly basis. The
City reserves the right to assign overtime in the event insufficient employees
volunteer, to avoid inadequate staffing, to insure timely service delivery or to conduct
mandatory training.
Employees may be required to work on scheduled holidays and/or non-work days
during the holiday week in order to provide City services on weeks containing holidays.
Rotational overtime work lists ranked by seniority shall be posted on city bulletin
boards and updated each time it is worked.
E. Compensation for overtime work as defined in Section B. above will be as follows: 1-
½ times the regular rate. The regular rate shall include, if applicable, night shift
differential, stand-by pay, and out-of-class pay. Overtime will be compensated after
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the first 7 minutes assigned and worked beyond a member's regularly scheduled work
week or work shift, as outlined in Section B, calculated to the nearest 1/4 hour. There
shall be no compounding or pyramiding of overtime pay with regular or premium pay
except as required under the Fair Labor Standards Act.
F. There shall be a minimum of 12 hours off between shifts. If this is not possible and the
unit employee is not receiving overtime pay for the additional hours worked (the unit
employee is not entitled to both overtime and 12-Hour Rule time), the unit employee
shall receive 12-Hour Rule compensation (1-1/2 times the regular rate) for each full
hour worked within the described 12 hour period. This language only applies to
employees who work 2 full shifts.
Example #1:
Monday Tuesday Wed – Fri Total for Week
6a.m. – 5:30 p.m. 3:30 a.m. – 1p.m. 6a.m. – 2:30 p.m. 44 hrs. Worked
40 hrs. Paid at Regular Rate
11 hrs. Worked 9 hrs. Worked 8 hrs. Worked per Day
of Pay
2 hrs. within
4 hrs. Paid at 1-1/2 (OT)
12-Hour Rule
In example #1, the 12-Hour Rule time is not paid for the two hours worked within the
12-Hour Rule because overtime was earned for the additional hours worked.
Example #2:
Monday Tuesday Wed – Thurs Friday Total for Week
6 a.m. – 5:30 3:30 a.m. – 1
6 a.m. – 2:30 p.m. 6 a.m. – 10 a.m. 40 hrs. Worked
p.m. p.m.
8 hrs. Worked 38 hrs. Paid at
11 hrs. Worked 9 hrs. Worked 4 hrs. Worked
per Day Regular Rate of Pay
2 hrs. within 2 hrs. Paid at 1-1/2
12-Hour Rule (12-Hour Rule)
In example #2, the 12-Hour Rule time is paid for the two hours worked within the 12-
Hour Rule because overtime was not earned for the additional hours worked.
G. In lieu of cash payment, a unit employee may request compensatory time credits up
to a maximum accumulation of 215 hours. The request for compensatory credit must
be made at the time the overtime is worked. Use of compensatory time off within the
work period shall be subject to departmental approval and scheduling.
Accumulated compensatory time in excess of 215 hours must be paid in cash.
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Section 3-4. Call-Out Pay
A. A unit employee called out for work after going home from a shift or called out for
overtime work while on stand-by pay shall be entitled to a minimum of 3 hours pay at
1 ½ times the employee's regular rate of pay.
B. Travel time shall be included in the minimum call-out guarantee and shall be paid only
if the total work and allowed travel time exceed the 3 hour minimum. The total travel
time compensated for round trip travel to and from the job site shall be 45 minutes.
C. Travel time shall not apply when the employee is working on overtime which was
planned in advance. An employee requested to report early, before the normal starting
time of the shift, shall not be eligible for travel time, but would qualify for overtime for
the extra time worked at the job site.
D. Once called out, Standby Pay will stop.
Section 3-5. Out-Of-Class Pay
A unit employee temporarily required to serve in a regular authorized position in a higher
classification shall be compensated at a higher rate of pay in accordance with the
following:
A. To be eligible for the additional compensation, the unit employee must first accumulate
10 regular working shifts of assignment in the higher class within any 24 month period;
satisfactory performance during a previous appointment to the higher class will be
credited to the qualifying period. The days of out-of-class assignment need not
necessarily be consecutive.
The days of out-of-class will be credited to the qualifying period. Once this qualification
is satisfied, no additional re-qualification will be required.
B. Temporary assignments out-of-class shall be recorded only in full-shift units. A unit
employee working out-of-class for 4 hours in an 8 hour shift or 5 hours in a 10 hour
shift or more in a given shift shall be credited with working out-of-class for the entire
shift. No out-of-class credit shall be given for out-of-class work of less than 4 or 5
hours in any given shift.
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C. To qualify for out-of-class pay, a unit employee must be assuming substantially the
full range of duties and responsibilities of the higher level position. Out-of-class pay is
not authorized, for example, if the organization of a work unit is such that each unit
employee carries on his normal duties during the temporary absence of a supervisor,
without a need for the direction which the supervisor would provide on a longer term
basis. However, eligibility for out-of-class compensation shall take place when an
employee becomes responsible on a regular basis, for the full range of duties normally
assigned to the higher class.
D. Time worked in a higher class shall not earn credits toward the completion of
probationary requirements in the higher class.
E. A unit employee who has qualified under these provisions shall be compensated at
the minimum rate established for the higher class for each completed work shift served
in the higher class. In the event of overlapping unit salary ranges, a minimum one-
step differential shall be paid for out-of-class assignments into unit classifications. The
higher rate of pay shall be used in computing overtime when authorized overtime is
served in out-of-class work assignments; the overtime rate shall be the rate
established by the overtime regulations that apply to the higher rank.
F. The City shall endeavor to be equitable in the distribution of out-of-class assignments
amongst qualified unit employees.
G. The City shall not make out-of-class assignments pursuant to this Article in an arbitrary
and capricious manner.
Section 3-6. Pesticide Applicator Differential
Licensed Pesticide Applicators shall receive $1.00 in addition to their base hourly rate for
each hour engaged in assigned and authorized activities when applying, mixing, or
managing herbicide or pesticides. This compensation includes any preparation and
maintenance of application equipment.
Section 3-7. Shift Differential Pay
Unit employees shall receive $1.00 per hour in addition to their hourly rate of pay when
working a night shift which ends at or after 9:00 p.m. and before midnight, and $1.50 per
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hour in addition to their hourly rate of pay when working a night shift which includes work
during the period after midnight to 3:30 a.m.
Employees shall receive night shift pay differential only for hours scheduled and worked,
and not while on paid leave time.
Employees participating in a 4/10 work schedule shall receive $1.00 per hour in addition
to their hourly rate of pay when working a regular night shift which ends between 10:00
p.m. and 3:30 a.m., inclusive, and $1.50 per hour in addition to their hourly rate of pay
when working a regular night shift which ends after 3:30 a.m. Night shift differential shall
continue to be paid at the rate of the regular shift for any additional hours worked following
the regular shift.
Section 3-8. Weekend Shift Differential Pay
A unit employee shall receive $0.45 per hour added to his base hourly rate of pay and
any other shift differential or any other premium pay he, she, they may be receiving for
working a weekend shift. A designated weekend shift is defined as any shift that starts on
or after 2:00 p.m., on Friday, and continuing through any shift that starts on or before, but
not after 11:59 p.m. on Sunday.
A unit employee shall receive weekend shift pay differential only for hours scheduled and
worked, and not while on paid leave.
A unit employee, who is called out and works between 2:00 p.m. on Friday and 11:59
p.m. on Sunday, will be paid weekend shift differential for all hours worked at the rate
specified in this article. If a unit employee was called out while on stand-by status, he,
she, they will not receive weekend shift differential.
Section 3-9. Stand-By Pay
When a unit employee is required and assigned to be available for emergency call back,
outside of his regular daily or weekly work schedule, the employee shall be compensated
for such stand-by hours that he, she, they remained available at $3.25 per hour. Unit
employees serving in stand-by assignments shall be subject to contact requirements as
provided for by the Department Head.
Section 3-10. Show-Up Time
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Except in emergencies, an employee who is scheduled to report for work, has not been
notified to the contrary, and presents himself/herself for work as scheduled, shall be paid
for at least 4 hours at the hourly rate of pay. If work on the employee's regular job is not
available for reasons beyond his control, the City may assign the employee substitute
work. Where there is substitute work readily available, the opportunity for such work will
not be arbitrarily denied.
In the event scheduled work is interrupted due to conditions beyond the City's control,
and substitute work is not available to be assigned, affected employees shall be paid for
4 hours at the hourly rate of pay, beginning at release, or to the end of the scheduled
work shift, whichever occurs first. An employee shall have the option of using either
vacation or comp time. If there is no other leave available, unit employee shall be able to
use unpaid leave for the balance of the regular shift in compliance with the personnel
rules.
Employees released hereunder prior to the end of their scheduled shift may be required
to stand-by and keep themselves available for immediate call-back during the balance of
their scheduled shift (for which time they shall be entitled to stand-by pay under Article 3,
Section 3-9 hereof). Employees called back to work shall be entitled to their hourly rate
of pay only and not any guaranteed minimums for work performed during the balance of
their regularly scheduled shift.
Section 3-11. Jury Duty Pay
A unit employee called for jury duty or subpoenaed by a court as a witness shall be
granted a leave of absence for the period of jury or witness service and will be
compensated his/her regular pay and jury or witness pay for work absences necessarily
caused by such jury or witness duty. To be eligible for such pay, an employee must
present verification of the call to jury or witness duty.
A unit employee required by the Court to call in for jury duty the morning of his/her
scheduled daily work shift may elect to take the day off on vacation or compensatory time.
Such leave request shall not be denied. Should the unit employee be required by the
Court to report for jury duty, the vacation or compensatory time will be restored from the
actual time of reporting required by the Court through the end of the scheduled work shift.
To be eligible for such leave restoration, the unit employee must present verification of
the jury service.
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Unit employees subpoenaed to appear as a witness in court as a result of their official
duties on their status as a City employee shall return all fees tendered for such service to
the City.
Paid Jury Duty leave shall not be allowed when the unit employee is the defendant,
plaintiff, or voluntary character witness in a court action.
Section 3-12. Deferred Compensation Program
The current percentage of base pay for deferred compensation is .45 %.
Section 3-13. Sick Leave Conversion at Retirement
A. Sick Leave Cash Out Formula
A unit employee who has accumulated a minimum of 750 qualifying hours or more of
accrued and unused sick leave at the time of retirement shall be paid an amount of
compensation equal to 25% of his base hourly rate for all hours in excess of 250 hours.
B. Final Average Salary
The number of sick leave hours eligible to be cashed out and included in an employee’s
Final Average Salary upon retirement will be limited to the number of sick leave hours in
the employee’s leave bank on July 1, 2012, provided all criteria are met as described in
Subsection A.
Employees with less than 250 hours of accrued and unused sick leave on July 1, 2012,
will not meet the minimum balance requirements for a sick leave cash out that can be
included in their Final Average Salary.
The portion of accrued and unused sick leave that is not included in the Final Average
Salary upon retirement can be cashed out as a lump sum upon retirement, provided all
criteria are met as described in Subsection A.
The number of vacation leave hours eligible to be cashed out and included in an
employee’s Final Average Salary upon retirement will be limited to the number of vacation
leave hours in the employee’s bank on June 30, 2014, not to exceed 450 hours.
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ARTICLE 4: HOURS OF WORK / WORKING CONDITIONS
Section 4-1. Hours of Work
The City, in collaboration with the Union, may approve flextime schedules when all the
following conditions are met:
1. Approval of Department Head
2. Approval of LIUNA Local 777 Business Manager or their Designee
3. Mutually agreed schedule between Unit Employee and Supervisor
4. The City, the Union and the affected employee(s) shall sign a written agreement.
A. This Article is intended to define the normal hours of work and to provide the basis for
calculation and payment of overtime pursuant to Article 3, Section 3-3.
B. Work Week Defined
The regular work week for regular full-time unit employees shall consist of 5
consecutive work days in a 7 day pre-established work period, except as provided in
Article 4, Section 4-1-F and except in those departments performing normal services
regularly on Saturday and/or Sunday and except in those operations utilizing a
different work week, such as a 4 day work week.
C. Work Day Defined
The work day for regular full-time unit employees shall consist of 8 hours of work within
any 24 hours in a pre-established work schedule, exclusive of unpaid time allotted for
meals except in those operations utilizing a different workday schedule such as a 10
hour work day.
D. Work Schedule Changes
Except for emergency situations, permanent regular work schedules shall not be
changed without notice by the Department of at least 14 days to the affected
employee(s) and to the Union. Exceptions for more or less than the 14 days notice
mentioned above may be mutually agreed to by labor and management on a case by
case non-precedent basis.
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When temporary work schedule changes are necessary, the Department will try to
give affected employees at least 2 calendar days notice or, if less notice, it will be
considered an emergency.
When changes are to be made by the City on a permanent basis for other than
emergency reasons, or where new permanent schedules are to be adopted, the City
will notify the Union of such changes or new schedules, prior to implementation.
Overtime work or stand-by, before or after the normal work day or work week, does
not constitute a change in the work schedule. A department will not reassign
employees to another work location temporarily for arbitrary or capricious reason(s).
E. Summer Work Schedules
Summer hours may begin no later than the first Monday in April, and may terminate
no earlier than the second Monday in October whenever such scheduling impacts
operations, all of which are within the discretion and control of the City, and where
such summer scheduling has been customarily used in the past. Summer scheduling
may, at the discretion of the City, be implemented earlier or terminated later in the
year than specified in this section. Summer work schedules in the Streets Department
and Parks Department may begin at 5:00 a.m.
It shall be within the Department Head's discretion to determine starting times for
summer hours based on such operational considerations as dividing and/or rotating
crew starting times to facilitate safety to the public, employees and equipment, to
guarantee a high level of convenient service to the public, to preclude negative impact
on traffic flow, and similar factors.
F. SWEO Schedule
The City may implement a 10 hour workday, 4 workdays per week schedule in all
functions of the Solid Waste Management Division.
Except for Solid Waste Collections and Disposal, the regular work-week for regular
full-time unit employees working a “four/ten” work schedule shall consist of 4
consecutive work days in a 7 day pre-established work period.
Section 4-2. Rest and Lunch Periods
Page 146
A. Existing workday schedules spanning 9 elapsed hours shall continue to include a 60
minute unpaid meal period. Existing workday schedules of 8-1/2 hours and 10-1/2
hours shall continue to include a 30 minute unpaid meal period. Workday schedules
of 8 and 10 consecutive hours shall include a paid straight time meal period of up to
½ hour on the job. Two (2) non-work periods of up to 15 minutes during a regular daily
shift shall be permitted by supervision to promote the health, safety, and efficiency of
employees on the job. Emergency situations may make this impossible in rare
situations. Activities of employees during those non-work periods shall not be subject
to any unreasonable restrictions.
B. After a Unit employee has worked 2 hours, or more, in addition to the
employee’s regular daily work shift, the employee shall be entitled to an
additional 15-minute non-work period (break).
C. When a unit employee does not receive a paid meal period, his/her meal period shall
be uninterrupted and duty-free.
Section 4-3. Clean-Up Time
Employees will be given time, in keeping with past practice, at the end of a normal daily
shift for personal clean-up.
Such time is in addition to and exclusive of any time the City requires be spent for
maintaining equipment.
The intent of the above provision has always been to allow field employees who need
personal clean-up prior to rest or lunch periods a reasonable amount of time to do so.
Clean-up material should be supplied on an as needed basis to field employees. If the
field supervisors and employees act reasonably in addressing the issue, everyone will
have a healthier and safer work environment.
Section 4-4. Seniority
A. The City shall provide the Union with a list of unit employees showing each unit
employee’s employment date and class date.
B. Seniority shall be by length of service within a class. If seniority within a class is not
determinative, then length of service with the City shall prevail.
Page 147
C. Seniority shall be used as a factor consistent with established Civil Service procedures
in choice of work assignments, vacation schedules, and in the determination of layoffs.
Department policies for work assignment selection and vacation scheduling will be
discussed with the Union at least 30 days prior to implementation.
Section 4-5. Transfer Program
The City and the Union acknowledge mutual interest in the success of the present
program of minimizing layoffs of employees by seeking to place such employees in other
positions, consistent with Civil Service Rules on seniority. The Union agrees to provide
positive counseling to unit employees so affected to ease the transition to other positions.
The City agrees to make available, on request, job counseling in order to provide training
assistance to the employee during the first 30 days of the new work assignment.
Although not required to honor a request for a voluntary transfer for an employee having
documented extraordinary personal hardship beyond his/her control, the City will try to
honor the request. In such a case, factors such as, but not limited to, the employee’s shift,
seniority, and work record may be considered.
To every extent practicable, a transferred unit employee will be allowed to maintain his
previous vacation schedule.
Section 4-6. CDL Renewal
Employees will be allowed City time to renew their CDL license and or related
endorsements and will be reimbursed for such renewal fees which will include the
HAZMAT background screening fee.
ARTICLE 5: BENEFITS
Section 5-1: Employee Assistance
The City Employee Assistance Program, will provide confidential, individual and family
counseling to all employees and their household members. These services will be
furnished by an independent contract agency to be chosen by the City.
Page 148
Section 5-2: Health and Dental Insurance
A. The City shall maintain the current 80/20 split for health insurance for both single and
family coverage. If there is a rate increase or decrease the City shall pay 80% of the
new monthly contribution and the employee will pay 20%.
B. The City agrees to the continuation of a Healthcare Taskforce for the purpose of
studying existing plans and to explore alternative plans. The Taskforce shall include
representatives of the City and Union.
C. The City shall retain the dental insurance plan for unit employees and their qualified
dependents. At a minimum, the plan shall include a PPO option that consists of
100% payment of reasonable and customary covered charges for preventive and
preventive-related diagnostic services, and 80% payment of reasonable and
customary covered charges for basic services, and major services. The City shall
retain a plan option that includes an orthodontia benefit with a maximum lifetime
benefit of up to $4,000 per person. Dental plans may be subject to deductibles and
limitations contained in the contract between the dental insurance carrier and the City
of Phoenix. The City shall pay the premium costs for single unit employees enrolled
in the base dental HMO or PPO plan (employee only coverage), and 75% of the
premium costs for unit employees and their qualified dependents (family coverage).
The City shall maintain the current dental premium split. For the base PPO and HMO
dental plans, if there is a rate increase or decrease, the City will pay 100% of the
new monthly contribution for single coverage for employees enrolled in the base
dental HMO or PPO plan. If there is a rate increase or decrease, the City will pay 75%
of the new monthly contribution, and the employee will pay 25% for family dental
coverage.
D. The City agrees to continue the formalized complaint procedure with respect to the
service under all plans.
E. Unit employees retiring on or after July 1, 2006, who meet all other MERP eligibility
requirements and enroll in either single or family City of Phoenix health insurance,
shall receive an additional $100.00 per month to help defray the cost of health
insurance.
Page 149
Unit employees retiring after August 1, 2022, who meet eligibility requirements, shall
receive the $150 month allowance for Post Employment Health Plan accounts
(PEHP).
Section 5-3: Life Insurance
The City will provide regular full-time unit employees the existing off-the-job and on-the-
job life and dismemberment insurance coverage. The face value of the policy being
$15,000; in addition the City will pay $75,000 for death in-the-line-of-duty insurance.
The designated beneficiary of a unit employee will be paid for all accumulated sick leave
hours that remain on the City's official file at the time of a line-of-duty death of the unit
employee and payment will be based upon the unit employee’s current base hourly rate.
The beneficiary shall be designated in the eCHRIS Benefits portal for the City of Phoenix
Group Life Insurance Program on file in the City Human Resources Department.
Additionally, the City will provide to each unit employees a $200,000 death benefit
covering the unit employee’s commutation to and from their City work location. The
current City Life Insurance carrier will cover the unit employee’s commute for up to two
hours before their shift begins, and two hours after their shift concludes. The Union will
only pay the cost of their benefit the first year of the MOU.
In the event of the death of a unit employee while commuting to or from their work location,
for a period of two hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. The current City Life
Insurance carrier for the payment of a supplementary commutation life insurance policy
for each unit employee. The Union will pay the cost of this benefit, if any, the first year of
each new MOU period.
Section 5-4. Long Term Disability Insurance
Employees who have been continuously employed and working on a full-time basis for
twelve consecutive months are eligible for long term disability coverage. After an
established 90 calendar day qualifying period, the plan will provide up to 66-2/3% of the
employee's basic monthly salary at the time disability occurs and continue up to age 75
for employees who have been employed full-time for 36 months and one day. This
coverage will be coordinated with leave payments, industrial insurance payments,
unemployment compensation, social security benefits and disability provisions of the
retirement plan.
Page 150
Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to apply for long term disability coverage for no more than 30 months.
Section 5-5. Holidays, Vacation Pay, Family Leave, and Leave
Donations
A. Holidays / Personal Days
The City agrees to incorporate into the MOU the benefits provided under A.R. 2.11
modified to indicate the following holidays.
Employees, except those on hourly paid status, shall, when possible without disrupting
the various municipal services, be allowed the paid holidays listed below:
New Year’s Day January 1
Martin Luther King’s Birthday January, Third Monday
President’s Day February, Third Monday
Cesar Chavez Birthday March 31
Memorial Day May, Last Monday
Juneteenth June 19
Independence Day July 4
Labor Day September, First Monday
Indigenous Peoples’ Day October, Second Monday
Veteran’s Day November 11
Thanksgiving Day November, Fourth Thursday
Friday after Thanksgiving Day Friday after Thanksgiving
Christmas Eve Half an employee’s paid regular shift on
December 24
Christmas Day December 25
Two Personal Leave Days After completion of six months of full-time
employment.
When a holiday named in this regulation falls on Sunday, it shall be observed on the
following Monday. When a holiday named in this regulation falls on Saturday, it shall
be observed on the preceding Friday except that in the case of 6 day operations such
holidays may be observed on Saturday. This paragraph shall not apply to Christmas
Eve, which shall only be granted when it falls on the employees' regular scheduled
workday. In the case of continuous 24 hour, 7 day operations and 7 day non-continuous
Page 151
operations, holidays shall be observed only on the calendar days on which they actually
fall.
The Personal Leave Days are added to an employee’s vacation leave bank and may
be taken on any day of the employee’s choosing after completion of six months of full-
time employment, subject to operational and scheduling factors and the limitations of
A.R. 2.11. This time does not alter the maximum carryover of vacation hours outlined
in A.R. 2.18.
If a full-time unit employee’s regularly scheduled day off falls on a holiday to which he,
she, they are entitled under this Article, 1st consideration shall be given to allowing 3
consecutive days off, but if this is not feasible, a substitute day off of 8 hours with pay
shall be given at straight time on a day designated by the Department Head. Unit
employees who work a 4/10 schedule, whose regularly scheduled day off falls on one
of the holidays listed in paragraph C of this Article, shall receive 10 hours of
compensatory time. An employee shall not be paid in cash in lieu of a substitute holiday
except that in extraordinary circumstances the City Manager's office may approve
payment in cash at a straight-time rate. The substitute holiday shall not be granted
when an employee is on paid industrial leave.
A unit employee whose regular scheduled day-off falls on a holiday specified in this
Article, and who is called in to work a regular shift on such holiday and scheduled day
off, shall be compensated at 1-1/2 the regular rate for each hour assigned and worked
in addition to the substitute holiday provided above.
B. Vacation Accumulation
Vacation accrual and carryover shall be governed according to the following table:
MONTHLY MAXIMUM MAXIMUM
SERVICE ACCRUAL CARRYOVER PAYOUT
0-5 years 8 hours 192 hours 290 hours
6-10 years 10 hours 240 hours 350 hours
11-15 years 11 hours 264 hours 380 hours
16-20 years 13 hours 312 hours 440 hours
21+ years 15 hours 360 hours 500 hours
C. The parties agree that on all City holidays, unit employees whose regularly assigned
work week consists of 4 10 shifts, shall not be required to submit documentation for 2
hours of paid leave.
Page 152
Unit employees shall be allowed a vacation buyout twice per calendar year, by
notifying the Department payroll staff in writing of such intent during the month of either
October or April, to be paid on the last paycheck of November and May. The total
annual buyout is up to a maximum of 80 hours taken in no more than 40 hour
increments, after the employee has accumulated a minimum of 175 hours and has
used 40 hours of vacation/comp-time during the calendar year.
D. Parental/Family Leave
The City will, as a matter of general policy, and subject to operational needs, authorize
up to 3 months of unpaid leave for an employee who is the parent of a newly born or
legally adopted child or any Unit employee who needs to care for an ill family member.
Family members include spouse, children (natural, adopted, foster, or stepchildren),
brother, sister, parents, grandparents, as well as others living in the same household
with the employee. Approval and use of this leave shall be subject to existing
Personnel Rules.
E. An employee may use up to 10 hours of accumulated sick leave in at least one-hour
increments each calendar year for the home care or medical treatment for an
immediate family member residing in the employee’s household. This will be marked
as “BO” on leave slips. When there is an extreme illness or injury situation where a
life or death question exists involving an immediate family member, an employee may
use up to 5 days of accumulated sick leave. (This should not be construed as
bereavement leave under Personnel Rule 15g). This will be marked as “BN” on leave
slips.
In addition, employees may have dependent care situations where the above leave is
insufficient to cover their absence. Therefore, employees will be allowed to use
unscheduled accumulated vacation or compensatory time for the care of an immediate
family member up to a maximum of 5 incidents not to exceed a total of 40 hours each
calendar year.
For all the above mentioned leaves, (sick leave, vacation, and compensatory leave)
the employee will not have these leaves be considered a negative factor, when
evaluating the job performance of an employee involved in a leave management
program, up to a maximum total of 7 incidents per calendar year. An incident is defined
as an absence from work, regardless of the length of time.
Page 153
An immediate family member is defined as the employee’s spouse, qualified domestic
partner, mother, father or child. A child is defined as a biological, adopted, foster or
stepchild, legal ward, or a child of a person standing in place of a parent. A brother,
sister, grandparent, or in-law who is living with the employee under his/her care is also
defined as an immediate family member.
In FY 2024, the City and the Union will meet and discuss changing sick leave
codes (e.g., BN, BO, BI, BE).
F. Leave Donations
Unit employees may contribute accrued vacation or compensatory time to other
employees in accordance with City policy governing contribution of leave for serious
illness or injury of an employee or their immediate family member. An immediate family
member is defined as the employee’s spouse, qualified domestic partner, mother,
father, or child. A child is defined as a biological, adopted, foster or stepchild, legal
ward, or a child of a person standing in place of a parent. A brother, sister,
grandparent, or in-law who is living with the employee under his/her care is also
defined as an immediate family member. Requests to receive such leave
contributions will require a completed doctor’s certification.
Section 5-6. Tuition Reimbursement
A. Unit Employees who participate in the Tuition Reimbursement Program shall be
eligible for tuition reimbursement pursuant to the following provisions:
1. The maximum sum reimbursable to unit employees each MOU year shall be
$6,500.
2. To be eligible for any reimbursement, unit employees must have successfully
completed academic or training courses approved by the department and the
Human Resources Director as provided in existing Administrative Regulations.
B. Tuition Reimbursement, in accordance with this Article, shall be made in the event an
employee’s approved course of instruction is terminated by the educational institution.
Tuition reimbursement shall not occur in the event of any voluntary termination of
employment by the employee.
Page 154
C. The City will reimburse unit employees for expenses incurred as a result of requiring
and maintaining certification required by the City. The City will not reimburse unit
employees for classes the City provides at no cost, or for classes the City identifies
for unit employees to be taken at no cost.
D. Unit employees shall be allowed to utilize up to $150 to attend one-day, in-state, City-
related seminars/training.
ARTICLE 6: MISCELLANEOUS
Section 6-1. Saving Clause
A. If any article or section of this MOU should be held invalid by operations of law or by
a final judgment of any tribunal of competent jurisdiction, or if compliance with or
enforcement of any article or section should be restrained by such tribunal, the
remainder of this MOU shall not be affected thereby.
Section 6-2. Copies of MOU
A. Within 60 days after this MOU is adopted by the City Council, the Union will arrange
for printing of jointly approved copies of it for furnishing one to every unit employee,
unit supervisor and to management personnel. The costs of such duplication and
distribution will be borne equally by the Union and the City.
B. Printing vendors secured by the Union shall comply with Chapter 18, Articles IV (City
Construction Contractors' Affirmative Action Requirements) and V (Supplier's and
Lessee's Affirmative Action Requirements), Phoenix City Code.
Section 6-3. Aid to Construction of Provisions of MOU
A. The provisions of this MOU shall be in harmony with the rights, duties, obligations and
responsibilities which by law devolve upon the City Council, City Manager, and other
City boards and officials, and these provisions shall be interpreted and applied in such
manner.
Page 155
B. The lawful provisions of this MOU are binding upon the parties for the term thereof, it
being understood that the Union is precluded from initiating any further meeting and
conferring for the term thereof relative to matters under the control of the City Council
or the City Manager.
Section 6-4. Part-Time Employees
Hourly paid unit employees, excluding seasonal and temporary employees, who have
worked a minimum of 50 hours in each pay period for 26 consecutive weeks shall be
entitled to the same benefits for authorized work on holidays as received by regular full-
time unit employees. In addition, such employees shall receive vacation credits prorated
for the number of hours worked after the qualifying period is satisfied. Vacation credits
shall be calculated and paid in cash in December and June. These hourly-paid employees
shall be considered for advancement from Pay Step 1 to Pay Step 2 after completing
1,040 hours of work in Step 1 and for advancement from Pay Step 2 to Pay Step 3 after
working 2,080 hours in Pay Step 2.
Hourly paid unit employees who have worked a minimum of 50 hours in each pay period
for 26 consecutive weeks shall be entitled to the same benefits as received by regular
full-time unit employees. Members that meet these requirements shall be eligible for
participation in the City's Health, Life, and Dental insurance programs. The City's premium
participation will be the same as that provided for full-time employees. Continuation of
participation under these plans will be determined by reviewing the average hours worked
in the prior 12-month period every calendar year on October 1. This qualifying period will
be determined for the following benefit year effective January 1. If the employee
separates from City employment, the participation will cease.
Part-time employees are allowed an hours reduction of up to 2 weeks in one pay period
in the (26 week qualifying period and each period thereafter, without impacting their
eligibility to participate in the part-time employees’ benefit programs.
Section 6-5. Term and Effect of MOU
A. This Memorandum shall remain in full force and effect commencing with the beginning
of the first regular pay period in July 2024, up to the beginning of the first regular pay
period commencing in July 2026. In compliance with the Meet and Confer Ordinance
(Phoenix City Code Chapter 2, Article XVII, Division 1) as may be amended, on or
Page 156
before December 1, 2025, LIUNA 777 shall submit its proposed memorandum of
understanding for the next contract period.
B. Except as expressly provided in this MOU, the City shall not be required to meet and
confer concerning any matter, whether covered or not covered herein, during the term
or extensions thereof.
C. The provisions of this MOU shall be subject to Federal, State and local law that vests
jurisdiction and authority in other public boards and officials, including the City Council,
Phoenix Employment Relations Board, Phoenix Civil Service Board, City Manager and
Department Managers, or determines issues contrary to the provisions hereof.
D. This Memorandum constitutes the total and entire agreements between the parties
and no past written or verbal statement/agreements shall supersede any of its
provisions. All side agreements executed during this MOU contract period will expire
on or before the contract end date unless incorporated into the MOU or extended by
mutual agreement. Any supplement, amendments, or modifications to this MOU which
are mutually agreed upon must be reduced to writing and signed by both parties.
Page 157
IN WITNESS WHEREOF, the parties have set their hands this
____ of May, 2024
______________________________________________________________________
Stephen Switzer, LIUNA Local 777 Representative
______________________________________________________________________
Jason Perkiser, Assistant Human Resources Director, City of Phoenix
______________________________________________________________________
Jeffrey Barton, City Manager, City of Phoenix
ATTEST:
______________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix
APPROVED AS TO FORM:
______________________________________________________________________
City Attorney, City of Phoenix
LIUNA 777 Team: City of Phoenix Team:
Stephen Switzer Jason Perkiser, Human Resources
Michael Ruelas Scott Coughlin, Parks and Recreation
Daniel Salinas Jesse Duarte, Street Transportation
Kimberly Gallego Justeen Cook, Public Works
Ronald March Corina Ramsey, Human Resources
Jose Mascareno Lorraine Rodriguez, Human Resources (Coordinator)
Dan Ward Kia Chambers, Human Resources (Scribe)
John Sandoval
Page 158
Report
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Item text
American Federation of State, County and Municipal Employees, AFSCME Local
2384 (Unit 2) (Resolution 22205)
The City of Phoenix has met and conferred with American Federation of State, County
and Municipal Employees, AFSCME Local 2384 (Unit 2) in accordance with the terms
of Section 2-218 of the City Code, and a Memorandum of Understanding (MOU) has
been approved by the organization's membership. A copy of the proposed MOU has
been filed with the City Clerk and an opportunity for public comment was conducted at
the May 1, 2024, City Council Formal Meeting.
The following is a compensation summary in the proposed MOU:
· Non-continuous 2.5 percent of base wage
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 159
ATTACHMENT A
MEMORANDUM OF UNDERSTANDING
2024 – 2026
CITY OF PHOENIX
AND
AMERICAN FEDERATION
OF STATE, COUNTY
AND MUNICIPAL EMPLOYEES
LOCAL 2384, AFL-CIO
REPRESENTING FIELD UNIT II EMPLOYEES
Page 160
PREAMBLE .................................................................................................................... 4
ARTICLE 1: RIGHTS ...................................................................................................... 5
SECTION 1-1: GENDER ................................................................................................................................ 5
SECTION 1-1A: RECOGNITION ..................................................................................................................... 5
SECTION 1-2: CITY AND DEPARTMENT RIGHTS ............................................................................................. 5
SECTION 1-3: UNION RIGHTS ....................................................................................................................... 6
SECTION 1-4: RIGHTS OF UNIT EMPLOYEES ............................................................................................... 11
SECTION 1-5: PROHIBITION OF STRIKE AND LOCKOUTS ............................................................................... 18
SECTION 1-6: NEW POSITIONS/CLASSIFICATIONS ....................................................................................... 18
ARTICLE 2: GRIEVANCE/ARBITRATION/LABOR MANAGEMENT .......................... 19
SECTION 2-1: GRIEVANCE PROCEDURE ..................................................................................................... 19
SECTION 2-2: ARBITRATION ....................................................................................................................... 24
SECTION 2-3: LABOR-MANAGEMENT COMMITTEE ....................................................................................... 27
SECTION 2-4: HEALTH AND SAFETY COMMITTEE ......................................................................................... 28
ARTICLE 3: COMPENSATION/WAGES ...................................................................... 29
SECTION 3-1: WAGES ............................................................................................................................... 29
SECTION 3-1A: PRODUCTIVITY ENHANCEMENT PAY.................................................................................... 30
SECTION 3-2: OVERTIME ........................................................................................................................... 31
SECTION 3-2A: CALL OUT PAY .................................................................................................................. 32
SECTION 3-3: OUT-OF-CLASS PAY............................................................................................................. 33
SECTION 3-4: SICK LEAVE CONVERSION AT RETIREMENT............................................................................ 34
SECTION 3-4A: SICK LEAVE PAYOUT ......................................................................................................... 34
SECTION 3-5: SHIFT DIFFERENTIAL PAY ..................................................................................................... 35
SECTION 3-5A: WEEKEND SHIFT DIFFERENTIAL PAY .................................................................................. 35
SECTION 3-6: STAND-BY PAY .................................................................................................................... 35
SECTION 3-7: SHOW-UP TIME ................................................................................................................... 36
SECTION 3-8: JURY DUTY .......................................................................................................................... 36
SECTION 3-9: DEFERRED COMPENSATION PROGRAM ................................................................................. 37
ARTICLE 4: HOURS OF WORK/WORKING CONDITIONS ........................................ 37
SECTION 4-1: HOURS OF WORK................................................................................................................. 37
SECTION 4-2: REST AND LUNCH PERIODS .................................................................................................. 38
SECTION 4-3: CLEAN-UP TIME ................................................................................................................... 39
SECTION 4-4: SENIORITY ........................................................................................................................... 39
SECTION 4-5: BUMP/BID PROCEDURE FLEET SERVICES DIVISION................................................................ 40
SECTION 4-6: TECHNOLOGY ...................................................................................................................... 42
ARTICLE 5: BENEFITS ................................................................................................ 42
SECTION 5-1: HEALTH INSURANCE AND EMPLOYEE ASSISTANCE ................................................................. 42
SECTION 5-2: DENTAL INSURANCE ............................................................................................................. 43
SECTION 5-3: LIFE INSURANCE .................................................................................................................. 44
SECTION 5-4: LONG-TERM DISABILITY INSURANCE ..................................................................................... 44
SECTION 5-5: HOLIDAYS AND VACATION LEAVE .......................................................................................... 45
SECTION 5-6: UNIFORMS ........................................................................................................................... 46
SECTION 5-7: PARKING ............................................................................................................................. 47
SECTION 5-8: TOOL ALLOWANCE ............................................................................................................... 47
SECTION 5-9: PARENTAL LEAVE................................................................................................................. 48
ARTICLE 6: MISCELLANEOUS .................................................................................. 49
SECTION 6-1: SAVING CLAUSE................................................................................................................... 49
SECTION 6-2: COPIES OF MEMORANDUM ................................................................................................... 49
Page 161
SECTION 6-3: APPRENTICESHIP PROGRAMS ............................................................................................... 49
SECTION 6-4: PART-TIME EMPLOYEES ....................................................................................................... 50
SECTION 6-5: DEPARTMENT CERTIFICATIONS AND REQUIRED LICENSES ...................................................... 51
SECTION 6-6: SAFETY MANUAL.................................................................................................................. 51
SECTION 6-7: TERM AND EFFECT OF MEMORANDUM ................................................................................... 51
SECTION 6-8: ............................................................................................................................................ 52
ADDENDUM A - ALLOCATION OF STEWARDS ........................................................ 54
ATTACHMENT A .......................................................................................................... 55
Page 162
PREAMBLE
WHEREAS the well-being dignity, respect, and morale of the employees of the City are
benefited by providing employees an opportunity to participate in the formulation of
policies and practices affecting the wages, hours, and working conditions of their
employment; and
WHEREAS the parties hereby acknowledge that the provisions of this Memorandum of
Understanding (hereinafter Memorandum or M.O.U.) are not intended to abrogate the
authority and responsibility of City government provided for under the statutes of the State
of Arizona or the Charter or Ordinances of the City of Phoenix except as expressly and
lawfully modified herein; and
WHEREAS the parties agree that the Phoenix Employment Relations Board (P.E.R.B.)
unit certification reflects that there exists a clear and identifiable community of interest
among employees covered by this Memorandum; and
WHEREAS the parties, through their designated representatives, met and conferred in
good faith pursuant to the Meet and Confer Ordinance in order to reach agreement
concerning wages, hours, and working conditions of employees in Field Unit II;
NOW therefore, the City of Phoenix, hereinafter referred to as "the City," and Local 2384,
as an affiliate of the American Federation of State, County, and Municipal Employees,
AFL-CIO, hereinafter referred to as the "Union", having reached this complete agreement
concerning wages, hours, and working conditions for the term specified, the parties
submit this Memorandum to the City Council of the City of Phoenix with their joint
recommendation that body resolve to adopt its terms.
Page 163
ARTICLE 1: Rights
Section 1-1: Gender
Whenever any words used herein in the masculine, feminine, or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.
Section 1-1A: Recognition
A. The City recognizes the Union as the sole and exclusive meet and confer agent
pursuant to the Meet and Confer Ordinance as amended, for the purpose of
representation regarding wages, hours, and other conditions of employment for all
employees in positions constituting Field Unit II, as certified or as may be modified
by the Phoenix Employment Relations Board (P.E.R.B.).
Section 1-2: City and Department Rights
A. The Union recognizes that the City has and will continue to retain, whether exercised
or not, the unilateral and exclusive right to operate, administer, and manage its
municipal services and work force performing those services in all respects subject
to this Memorandum.
B. The City Manager and Department Heads have and will continue to retain exclusive
decision-making authority on matters not expressly modified by specific provisions of
this Memorandum and such decision-making shall not be in any way, directly or
indirectly, subject to the grievance procedure contained herein.
C. The exclusive rights of the City shall include, but not be limited to, the right to
determine the organization of City government and the purpose and mission of its
constituent agencies, to set standards of service to be offered to the public, and
through its management officials to exercise control and discretion over its
organization and operations, to establish and effect Administrative Regulations and
employment rules and regulations consistent with law and the specific provisions of
this Memorandum, to direct its employees, to take disciplinary action for just cause,
to relieve its employees from duty because of lack of work or for other legitimate
reasons, to determine the methods, means, and personnel by which the City's
services are to be provided, including the right to schedule and assign work and
overtime, and to otherwise act in the interest of efficient service to the community.
Nothing herein shall be construed to diminish the rights of the City under Section 5
of the Meet and Confer Ordinance.
Page 164
Section 1-3: Union Rights
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.
A. Union Release
The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The City and AFSCME Local 2384 have
negotiated full-time release positions, and release hours, as an efficient and readily
available point of contact for addressing labor-management concerns. Examples of
work performed by the release positions in support of the City include ensuring
representation for employees during administrative investigations and
grievance/disciplinary appeal meetings with management; participating in
collaborative labor-management initiatives that benefit the City and the members;
serving on City and departmental task forces and committees; facilitating effective
communication between City and Department management and employees;
assisting members in understanding and following work rules; and administering the
provisions of the Memorandum of Understanding. Union release is also used for
authorized employees to prepare for appeals and hearings and attend Union
conferences, meetings, seminars, training classes and workshops so that employees
better understand issues such as City policies and practices, conflict resolution,
labor-management partnerships, and methods of effective representation. The cost
to the City for these release positions and release hours, including all benefits, has
been charged as part of the total compensation detailed in this agreement.
1. Full-Time Release Positions
Four full-time release positions, designated by the Executive Board of the Union,
shall each be allowed up to 2,080 work hours per M.O.U. year to engage in lawful
union activities, pursuant to and consistent with this Memorandum. There will be
a deduction of hours from the Union’s release bank for the fourth full-time release
positions. The full-time release positions agree to comply with all City rules and
regulations. Full-time release positions are subject to all City Personnel Rules
and Administrative Regulations. The City will pay the employees’ full time fringe
benefits. Time used for this purpose in excess of 2,080 hours per position shall
be at the expense of the Union, and the Union shall reimburse the City at the
applicable employee’s hourly rate of pay.
The Union will keep the Labor Relations Division apprised of the regular work
schedules of the release positions and submit leave slips for processing.
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Upon return to their regular city duties, the Unit employee shall be reinstated to
their original position, location, and schedule by seniority.
The City values and benefits from the participation of Union leaders on citywide
task forces and committees, Labor - Management work groups, and a variety of
Health and Safety committees. These activities take time away from expected
tasks such as representation and communicating with the membership and may
occur outside the regular work day of the Union officials. The full-time release
positions agree to participate in these important committees and task forces. In
recognition of this commitment, the City agrees to pay the President of the Union
two hundred eight (208) hours of straight time in his/her compensatory time bank.
Each of the other three full-time Union release positions will receive eighty (80)
hours of straight time in each of their compensatory time banks each MOU year.
The Union, subject to departmental operation and scheduling factors and
reasonable advance notice, shall be allowed a total of one hundred and fifty (150)
hours of paid leave to attend Union seminars, lectures, and conventions.
In addition, the Union shall be allowed fourteen thousand dollars ($14,000)
reimbursable to the Union by the City each M.O.U. year, for designated members
of the local to attend schools, conferences, workshops and training to develop
skills in effective member representation, conflict resolution techniques, labor-
management cooperation, and other employee relations areas that promote
cooperative and harmonious relationships. The Union will submit receipts for
reimbursement by the City. If the entire $14,000 is not used in the first year of the
M.O.U. the balance will carry over into the second year not to exceed twenty-eight
thousand ($28,000) during the term of this M.O.U. Funds not used by the end of
the M.O.U. will expire.
2. Union Stewards
The Union may designate up to fifty-five (55) site stewards, twenty-six (26) chief
stewards, and seventeen (17) lead stewards to serve as Union representatives.
Such designations shall be made from amongst employees regularly working at
the job sites as specified in Attachment "A" and such stewards shall service
grievances at said job sites to which they are regularly assigned, in accordance
with Attachment "A" hereto. Chief Stewards may substitute for job site stewards
in the assigned area of jurisdiction as shown in Attachment "A."
a. The Union shall notify the Labor Relations Division of the Human Resources
Department, in writing, of its designations and re-designations of stewards and
chief stewards.
b. There shall be no obligations on the City, nor shall the City change or modify
employees' permanent regular work schedules or assignments solely as a
result of such designations.
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c. One such steward from the Grievant’s home department and the grievant may,
after the grievant and the supervisor were unable to resolve the matter
informally (Article 2, Section 2-1) when the Union is designated by a grievant
as his representative, attend mutually scheduled grievance meetings with City
of Phoenix department representatives without loss of pay or benefits. One
steward working in the same department as a unit member under investigation
may also attend investigative meetings without loss of pay or benefits.
Stewards not from the same department as the grievant or employee under
investigation may provide representation, however the total time spent on
representation will be requested from and charged to the bank of hours as
outlined in 1-3 A 3.
d. City employees who are on duty, either witnesses or grievants and the shop
steward representing an employee, may attend Civil Service meetings and
Phoenix Employment Relations Board (P.E.R.B.) meetings on City time.
e. The Union will be allowed subject to operational and scheduling factors and
fourteen (14) calendar days advance notice, up to one day of paid release time
for authorized stewards to attend a one-time contract orientation session
conducted by the Union in each year of the contract.
f. Union Stewards are subject to all City Personnel Rules and Administrative
Regulations.
3. Bank of Union Release Hours
The Union will be allowed, subject to operational and scheduling factors and
seventy two (72) hours advance notice in each instance, a unit total of three
thousand one hundred eighty three (3,183) hours paid release time in a bank of
release hours per M.O.U. year. Requests for release time shall be submitted to
the Labor Relations Administrator and approval of release time hereunder shall
not be arbitrarily withheld.
With the exception of the ten elected union officials, only one representative may
be released from the same work group/shop at the same time. The union may
request an exception when training is being provided by the International Union.
Approval will not be arbitrarily withheld. No representative (with the exception of
the ten elected union officials), will be permitted to use more than 420 hours of
release time from the bank of hours in any one M.O.U. year.
Any hours used in excess of the bank of Union release hours must be approved
by the Labor Relations Administrator and the AFSCME Local 2384 President. The
number of hours used in excess of the allowable Union release hours at the end
of the contract term will be deducted from the Union release hours available for
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the following year. A maximum of 8,325 surplus hours will be carried over into
the next year.
B. Unpaid Release Time for Unit Related Activity
Union members may be authorized in advance in writing to engage in lawful Union
activities during City work hours on a non-paid basis at the unrestricted discretion of
the City Manager or designee consistent with the purpose of this Memorandum.
A member selected by the Union to do Unit representative work which takes the
employee from his employment with the City shall, at the written request of the Union,
and subject to Civil Service Rules, be granted an unpaid leave of absence. The leave
of absence shall be in increments of no less than three (3) months and shall not
exceed one (1) year, but it may be renewed or extended for a similar period upon the
request of the Union.
C. The Union will be allowed one (1) hour each orientation session to talk to and recruit
new Unit members into the Union and to explain the rights and benefits under the
M.O.U. This time will be allotted in addition to new employee orientation, at the
departments that have new employee orientation, in the Aviation, Public Works, and
Water Services Departments. The content of such information shall not be political in
nature, or abusive of any person in City employment. This time shall be considered
de minimus time.
D. Prior to the termination of the current Memorandum and subject to operational and
scheduling factors, each designated Union representative, which is defined as the
elected Executive Board, will be allowed up to one day of paid release time to facilitate
the familiarization of the terms of the successor Memorandum.
E. There shall be no use of official time for Union related activities except as expressly
authorized under the aforesaid sections.
F. International and Union Representatives
Accredited International and appropriately designated Local representatives shall be
admitted to the buildings and grounds of the City during working hours for legitimate
Union purposes including providing representation to employees, so long as such will
not interfere with any work operation or the safety and security of any work site. Such
representative will check in with the supervisor involved and will be required to
conform to the safety regulations of the work site. Non-City personnel will be identified
to the department director or designee prior to entering restricted City areas.
G. Payroll Deduction
1. The City shall deduct from the first pay warrant of Union members, in each month,
the regular periodic membership dues and regular periodic Union sponsored
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insurance premiums pursuant to the City's deduction authorization form duly
completed and signed by the employee and transmit such deductions monthly to
the Union no later than the fourteenth (14th) day following the end of the pay
period in which the deduction occurs, along with an alphabetical list of all
employees for whom deductions have been made. Such deduction shall be made
only when the Union member's earnings for a pay period are sufficient after other
legally required deductions are made.
2. Authorization for membership dues deduction herein under shall remain in effect
during the term hereof unless revoked by the employee. Revocation of
deductions shall be accepted by the City only during the first week of July or
January to be effective the following payroll period. The City will notify the Union
of any revocations submitted to it.
3. The City shall not make dues deductions for Unit employees on behalf of any
other employee organization (as defined in the Meet and Confer Ordinance)
during the term of this Memorandum. At each scheduled Labor Management
Committee meeting, the City shall provide to the Union a list of any exceptions to
this provision arising from transfers between any other Unit.
4. It is agreed that the City assumes no liability except for its gross negligence on
account of any actions taken pursuant to this section. The City will however, as
promptly as technically possible, implement changes brought to its attention. The
City shall at the written request of the Union during the term of this agreement
make changes in the amount of deduction hereunder for the general membership
provided cost for implementing such changes shall be reimbursed by the Union.
H. Union Materials & Bulletin Boards
1. The Union through its designated representative, may distribute materials on the
City premises (buildings and grounds) before and after scheduled working hours
or in non-work areas during scheduled work hours provided that both the
employee distributing and the employee receiving such materials are on non-work
periods.
2. The Union shall be allowed to send one union-requested communication
per month using the City Email System to communicate with Unit 2
employees. Requests will be processed through Labor Relations. Issues
stemming from this agreement will not be subject to the grievance
procedure and will be discussed in labor-management meetings.
3. The City shall provide the Union with accessible bulletin boards at mutually
agreed upon locations. The City shall grant sole and exclusive use of such bulletin
boards to the Union.
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4. Materials which are abusive of any person or organization, which conflict with laws
regulating the political activities of City employees, and which are disruptive of the
City’s operations may not be posted or distributed.
5. The Union may grieve any refusal by the City to approve posting or distributing of
materials. The City will not arbitrarily disapprove materials.
6. Unit List: Upon the Union’s filing of a Third Party Data Sharing Agreement with
the Labor Relations Division, the City shall provide the Union, upon request, a
listing of Unit employees indicating name, employee identification number,
home address, date of employment, job classification, department number,
and/or a seniority list by job classification and a monthly list of employees
added that month to Unit 2.
7. Intranet Access: The City will endeavor to maintain remote computer access to
the City’s intranet for the Union Office.
I. Contracting Out
The City will comply with the provisions of Management Procedure Number 5.501,
dated February 7, 1994, and notify the Union, in writing, of the City's intent to contract
with a private agency for the provision of municipal services. The Union may, within
seven (7) calendar days of this notification, request a Labor-Management Committee
meeting for the purpose of discussing the potential contract. It is understood by all
parties that the Union's exercise of rights granted by this Article shall in no way delay
the process outlined in Management Procedure 5.501, nor impede the City's authority
to enter into a contractual agreement with a private agency.
The City will provide the union, upon request, with a listing in electronic format of unit
employees’ name, home address, date of employment, and department. The City will
also provide mailing information of all Unit 2 employees at the request of the Union.
The City shall provide the Union a list of all Unit 2 vacancies monthly.
Based upon mutually agreed upon frequency, departments will establish regular Labor
Management meetings with union leadership to ensure productive communications
on items such as: department policy changes and the outsourcing of services currently
performed by unit members which could directly result in a reduction in the number of
permanent Unit positions (“contracting out”).
Section 1-4: Rights of Unit Employees
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
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Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.
A. Unit employees have the right to be represented by the union and the union reserves
the right to provide representation to its members in dealings with the City concerning
grievances, and matters pertaining to their individual employment rights and
obligations, and during an investigatory interview concerning allegations focused on
the employee which may result in disciplinary action.
B. Supervisors are encouraged to discuss concerns and attempt to resolve those
concerns with an employee without utilizing a formal investigatory process.
Supervisors are encouraged to not utilize an investigatory process unless they have
a reasonable belief that discipline (a written reprimand or higher) could result. Should
information be made during a conversation to attempt to resolve an issue that could
result in discipline, the supervisor will stop the meeting and utilize an investigatory
process as outlined below. Any interview becomes investigatory when facts or
evidence sought by management may result in a disciplinary action.
• An employee is entitled to Union representation if the employee reasonably
believes that the investigatory interview will result in disciplinary action and the
employee has requested representation from their union.
C. The City may, at its sole discretion, either conduct investigatory interviews with
employees or issue employees written questions in order to provide the employee an
opportunity to gather additional information. In either case, a Notice of Inquiry (NOI)
form will be used. The intent of the NOI is to clearly put employees on notice that they
are under investigation that could result in discipline, inform them of the nature of the
allegations against them, and inform them of their right to representation.
D. If the City elects to issue written questions to the employee, the following shall apply:
1. If an NOI is being issued and there is no active questioning, representation is not
required.
2. The employee will have 72-hours excluding holidays and N-days to respond in
writing and provide any other material requested. This deadline may be extended
by mutual agreement if there are extenuating circumstances.
E. If the City elects to conduct an investigatory interview, the following shall apply:
1. Prior to the employee being interviewed, the employee shall be advised of their
right to a representative.
2. The NOI form will be issued at the meeting.
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3. The union representative may engage in meaningful representation, including but
not limited to assisting and consulting with the employee, attempting to clarify the
facts or questions asked, and suggesting other employees or witnesses who may
have knowledge of the underlying issues. The union representative cannot speak
on behalf of the employee or impede the progress of the interview.
4. The member or representative may ask for a caucus during the meeting. The
caucusing party will attempt to keep the caucus to reasonable timeframes.
5. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the employee. The member shall be
allowed to seek advice and counsel from their representative in caucus during the
interview.
6. The union representative may not behave in a violent, verbally abusive, insulting,
or demeaning manner toward the interviewer.
7. Prior to the conclusion of the meeting, the member or representative shall have
the opportunity to make a closing statement.
8. If the department requires a written statement at an investigatory meeting, the
employee will be given up to one hour of City time to write the statement. Additional
time may be granted at the sole discretion of the department and will not be
withheld arbitrarily.
9. The employee will be provided with a copy of the interview notes and given 72
hours excluding weekends and the employee’s holidays and N-days to
confirm their answers and provide any additional information.
10. Except for emergency situations, the unit employees shall have a minimum of 48
hours excluding weekends and the employee’s holidays and N-days to
arrange for union representation when the member is the subject of an
administrative investigatory interview. The union representative will make every
reasonable attempt to arrive within the 48 hours. An employee may waive the 48-
hour time requirement if the employee is not opting for representation. Employees
will be provided with the NOI cover sheet (and attachment if applicable) listing the
allegations against the employee 48 hours in advance of the investigatory
interview, however, the NOI/interview questions will not be provided in advance.
No reasonable request for an extension will be arbitrarily denied.
F. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:
1. The employee will be instructed not to speak to anyone regarding an investigation.
This restriction does not apply to the union, the employee's family or clergy, the
investigator, or chain-of-command.
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2. The employee will be advised if the inquiry is supervisor initiated or the result of a
citizen complaint, employee/co-worker complaint, or other.
3. The member shall also be informed that none of their statements, nor any
information or evidence which is gained by reason of such statements, can be
issued against them in any criminal proceedings.
4. A unit member shall receive a copy of any statement that they are asked to sign.
5. An employee under investigation will be notified in writing every 90 calendar days
as to the current status of the investigation. Every 30 days, an employee under
investigation may request a status update. At management's discretion, the status
will be provided either verbally or in writing. This will include a brief description of
the number of known witnesses still to be interviewed and other investigate
processes remaining to be completed, as well as an estimated date of completion.
G. Misc.
1. A unit member identified solely as a witness will not be prevented from reaching
out to the union on their own time to consult with a union representative prior to
their interview.
2. Only paperwork pertaining to any completed NOI investigation resolved as
sustained will be kept in an employee's personnel files.
3. If a Union Steward is requested by management to hold over or is called in from
home by a supervisor to represent an employee at meeting required by
management, the Union Steward will receive overtime compensation for actual
time held over or a minimum of 1 hour if called from home.
H. Unit employees will be permitted to apply and/or compete in a transfer process while
in a pending investigation. The transfer process will not be delayed pending the
conclusion of the related investigation.
I. The City will provide to the employee a copy of the Citywide completed accident
investigation and any other material the City plans to present at the Citywide Accident
Review Board hearing. This material will be supplied as quickly as possible after the
material has been prepared.
J. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the employee's work shift in pursuit of benefits
provided by this Article unless otherwise specified in this MOU. The employer shall
count as time worked any hours or fractions of hours spent within the employee's
regular work shift in pursuit of benefits provided by this Article.
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K. Unit employees have the right to present their own grievance, in person or by legal
counsel.
1. Any Unit member covered hereunder or his representative designated on a written
form signed by the employee shall, on request and by appointment, be permitted
to examine his departmental personnel file, in the presence of an appropriate
supervisory official of the Department.
2. No Unit member shall have any adverse comments entered into a departmental
personnel file without the member being informed by a supervisor. The Unit
member shall be asked to date and sign such material solely as evidence of being
advised of its existence, not as indicating agreement. If the Unit member
requests, he shall receive a copy of the adverse comment.
3. Unit members may, at their discretion, attach rebuttal statements to any material
contained in their departmental personnel file, which may be adverse in nature.
The attachments must be no more than 4 pages.
L. The City will comply with provisions of A.R.S. Section 12-2506, paragraph D,
subparagraph 1, and assume responsibility for actions of any Unit II employee in a
legal proceeding for personal injury, property damage, or wrongful death, when it is
demonstrated that the employee was performing his regularly assigned duties without
malice or any degree of negligence.
M. Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types
of discipline, which may be considered for the duration of employment (and upon the
employee’s return to employment, if applicable):
Sustained discipline of a 40-hour suspension or greater discipline of the following
types:
• The employee has been abusive or threatening in attitude, language, or
conduct towards fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift, or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-
3101), excepting a pocketknife (as provided in ARS 13- 3102) at a City
worksite, unless such employee is a police officer. (A worksite includes not only
City buildings and property, but also City vehicles and private vehicles while
being used on City business, and other assigned work locations.)
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
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• The employee has stolen or is in unauthorized possession of City property or
the property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-
discrimination policies.
• The employee committed a violation of the City’s Ethics Policy.
• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.
• The employee has committed a Class 3 violation of use of force (For
enforcement positions within the Police Department).
N. The City shall post on employee bulletin boards for employee review any new policies
and/or revision in City or written department policies and procedures affecting Unit II
employees and provide a copy to the Union. Notice shall remain posted for not less
than thirty (30) calendar days. Review of policy and procedure revisions shall be
included in employee meetings and shift briefings when appropriate and practical to
do so. The City will notify employees of new or revised written City or Department
policies affecting Unit employees as soon after release as possible.
Based upon mutually agreed upon frequency, departments will establish regular
Labor Management meetings with union leadership to ensure productive
communications on items such as: department policy changes and the outsourcing
of services currently performed by unit members which could directly result in a
reduction in the number of permanent Unit positions (“contracting out”).
O. A coaching is a verbal discussion with an employee. A coaching is not disciplinary
nor shall it be considered a first offense for purpose of progressive discipline.
Employees will be advised that they are receiving a coaching at the time it is given.
A written record of a coaching may be placed in the supervisor’s file for both positive
and negative incidents. An employee may receive more than one (1) coaching for a
similar matter.
A supervisory counseling is a verbal warning that the supervisor shall document in
memo form. A supervisory counseling is not discipline. They are to be used to
determine only notice to the employee.
If a supervisory counseling is to be used in any disciplinary or personnel action or
any performance rating, the employee will be given the supervisory counseling in
memo form, that identifies the behavior requiring improvement, the reason for the
improvement, and the consequences of continuing the unacceptable behavior. The
memo will contain a line for the employee’s signature and above the line the
statement: “The employee shall date and sign the supervisory counseling, not as an
indication of agreement, but solely as evidence of being advised of its existence.”
The employee will receive a copy of the memo.
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A supervisory counseling will only be retained in the supervisor’s file. It will not be
placed in the employee’s personnel file.
Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
Coachings/Supervisory in file. Not maintained Not maintained
Remove annually
Counselings in file. in file.
provided no further
incidents.
Maintain copy in Maintain original
file. in file.
Employee may
Written Reprimands Employee may
request to
request to remove
inactivate
after 3 years.
after 3 years.
Maintain copy in
Maintain original
file. Maintain copy in
in file.
Suspensions Remove annually file.
Employee may
provided no further Employee may
(other than below) request to
incidents. request to remove
inactivate
after 10 years.
after 10 years.
Maintain original
Maintain copy in
Discipline as discussed in file.
file.
in section 1-4.M. May not be
Cannot Remove
inactivated
The official discipline record is maintained in the Personnel File. Copies maintained
in either the Supervisory and/or Department files are not the official record.
Employees may request to remove/inactivate eligible documents based on the above
criteria. Official records may only be inactivated and not removed.
If an employee receives a written reprimand during the rating period, the supervisor
will document the improvement required in the employee’s performance evaluation
without documenting the issuance of discipline.
The City continues to retain the format used for corrective action/discipline, including
forms, technology, etc.
P. If an employee is not given his/her PMG by the annual review date, the employee’s
merit increase will be processed within twenty-one (21) calendar days following the
above due date and be retroactive to the PMG annual review date. (If PMG is an
overall “met”).
Employees will be notified of performance issues as they occur or are discovered.
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Q. All unit members have the right to be treated in a manner which is fair and impartial
in any matter associated with the rights of unit members under specific terms of this
Memorandum of Understanding.
If a unit employee is suspended, it is understood that a suspension day is defined as
eight (8) hours. For employees working compressed workweek, the remaining hours
of the workday would be accounted at the sole discretion of management.
Section 1-5: Prohibition of Strike and Lockouts
A. The provisions of Section 2(17) and Section 13 of the Meet and Confer Ordinance
are expressly incorporated herein.
B. There shall be no "lockout" by the City during the term hereof.
Section 1-6: New Positions/Classifications
A. The City shall give written notice to the Union 30 days in advance of a position being
reallocated or reclassified such that the position is removed from the unit.
The parties agree to consult on the inclusion or exclusion of new classification(s) in
the bargaining unit and may thereafter refer any such matter, jointly or individually, to
the Phoenix Employment Relations Board (PERB) for appropriate action.
The City shall give notice to the Union within 10 working days whenever a
classification or compensation study is undertaken that includes active positions
belonging to the Union. The Human Resources Department shall provide the Union
with an opportunity to meet with the person conducting the study prior to preparation
of any report or recommendations. The City shall notify the affected Union of the
results and recommendations resulting from any study 30 calendar days prior to that
study being presented to the Human Resources Committee. It should be noted that
there is no guarantee, either expressed or implied that changes to a classification or
its grade and salary range will result from a study.
The Union may submit a prioritized written request of classifications specific to the unit
that they wish to have studied. All written requests shall include a full explanation of
why the classification should be studied. This explanation shall indicate whether the
Union is requesting a full classification study (including job levels and job architecture)
or if the request is limited to a compensation review to assess market competitiveness
and grade and salary levels. At least two requests by the Union shall be started by the
Human Resources Department in order of their ranking per contract year.
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The Human Resources Class & Comp Division will meet monthly during the
term of the 2024-26 MOU with Unit 2 leadership to discuss issues related to
classifications brought forward as a result of the 2023 citywide classification
and compensation study; to that end, the Union may request that two additional
(totaling four per contract year) classifications in its unit be examined. This
paragraph will sunset at the end of the 2024-26 MOU term.
ARTICLE 2: Grievance/Arbitration/Labor Management
Section 2-1: Grievance Procedure
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.
A. Informal Resolution
1. The parties agree that the first attempt to resolve employee complaints arising
under this M.O.U. will be an informal discussion between the employee and his
immediate non-unit supervisor only.
2. It is the responsibility of Unit members who believe that they have a bona fide
complaint concerning their working conditions to promptly inform and discuss it
with their immediate nonunit supervisor in order to, in good faith, endeavor to
clarify the matter expeditiously and informally at the employee-immediate
supervisor level.
3. If such informal discussion does not resolve the problem to the Unit member's
satisfaction, and if the complaint constitutes a grievance herein defined, the Unit
member may file a formal grievance in accordance with the following procedure.
B. Definition of Grievance
1. A "grievance" is a written allegation by a Unit employee, submitted as herein
specified, claiming violation(s) of the specific express terms of this Memorandum
for which there is no Civil Service or other specific method of review provided by
State or City law.
2. The City continues to retain the format used for the grievances, including forms,
technology, etc.
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3. A grievance which does not meet the requirements set forth in this Article shall be
null and void and will not be processed in accordance with this procedure.
C. Procedure
In processing a formal grievance, the following procedure shall apply:
A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.
Step 1
The unit employee shall reduce the grievance to writing by completing all parts of the
grievance form provided by the City, and submit it to the second line supervisor
designated by the City or City designee within fourteen (14) calendar days of the initial
commencement of the occurrence being grieved or when the employee had
reasonable cause to become aware of such occurrence. The City will assign a
grievance number within fourteen (14) calendar days. Either party may then request
that a meeting be held concerning the grievance or they may mutually agree that no
meeting be held.
The second line supervisor shall, within fourteen (14) calendar days of having received
the written grievance or such meeting, whichever is later, submit his response thereto
in writing to the Grievant and the Grievant’s representative, if any. The parties by
written mutual agreement may skip from Step 1 to Step 2 of the grievance procedure.
Step 2
If the written response of Step 1 does not result in resolution of the grievance, the
grievant may appeal the grievance by completing the City form and presenting it to
the second Step of review, the Department Head or his designee, within fourteen (14)
calendar days of the grievant’s receipt of the Step 1 response.
Either party may request that a meeting be held concerning the grievance or may
mutually agree that no meeting be held. Within fourteen (14) calendar days of having
received the written grievance or the meeting, whichever is later, the second level of
review shall submit his response to the grievance to the grievant and the grievant’s
representative, if any. The parties by written mutual agreement may skip from Step 2
to Step 3 of the grievance procedure.
Step 2.5
After the Step 2 response, but prior to review by the Grievance Committee/Arbitrator,
the parties involved may mutually agree to submit the grievance to Labor Relations.
The grievance, as originally written and Step 1 and Step 2 responses, must be
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submitted to Labor Relations within fourteen (14) calendar days of receipt of the Step
2 response. Labor Relations shall, within fourteen (14) calendar days of the receipt of
the grievance, meet with the department head, or designees, and the Grievant and
the Grievant's representative, if any, in an attempt to resolve the grievance. Labor
Relations shall then submit a written response to all parties within fourteen (14)
calendar days of the meeting.
Step 3
a. If the written response of the Step 2 (or 2.5 if applicable) does not result in
resolution of the grievance, the grievant and Union may, within fourteen (14)
calendar days of having received the Step 2 response, appeal the grievance by
completing the City form and presenting it to the Grievance Committee. The
Grievance Committee shall be composed of:
The Grievance Committee will consist of:
Chairman: A member of the City Manager's Office designated by the City
Manager.
Member: A mutually agreed upon neutral member.
Member: The President or the President's designee of another civilian
union/association, other than the Grievant’s, representing employees with the
City.
At the beginning of each contract year, the Union and the City will each select five
Department Directors to serve as Grievance Committee members. No selected
Department Director will serve as a committee member when the grievance
involves his/her department. Staff support to the Grievance Committee will be
provided by the Human Resources Department. The Labor Relations
Administrator and/or Department Director in Labor Relations will serve as an
advisor to the committee.
The Grievance Committee shall, within fourteen (14) calendar days of receipt of
the appeal, schedule a hearing regarding the grievance at which the grievant shall
be afforded the opportunity to fully present his position and to be represented. The
Grievance Committee shall, within fourteen (14) calendar days of the conclusion
of the hearing, make advisory recommendation on the grievance and submit it to
the City Manager for final determination for those employees who have elected to
use this procedure instead of arbitration.
The Grievance Committee shall submit findings and advisory recommendation(s)
to the City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the Grievant and his designated
representative.
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b. In lieu of such hearing, the grievant and the Union may jointly invoke the following
procedure by submitting the written notice to the Labor Relations Division within
fourteen (14) calendar days of having received the Step 2 response. If the grievant
and the Union so elect in writing within the above time limit, in lieu of such
Grievance Committee hearing, the grievance may be reviewed by an arbitrator.
The parties or their designated representatives shall agree on an arbitrator, and if
they are unable to agree on an arbitrator within a reasonable time, either party may
request the Federal Mediation and Conciliation Service to submit to them a list of
seven (7) arbitrators who have had experience in the public sector. The parties
shall, within fourteen (14) calendar days of the receipt of said list, select the
arbitrator by alternately striking names from the said list until one-name remains.
Such person shall then become the arbitrator. The arbitrator so selected shall hold
a hearing as expeditiously as possible at a time and place convenient to the
parties, and shall be bound by the following:
i. The arbitrator shall neither add to, detract from, nor modify the language of the
Memorandum or of Departmental rules and regulations in considering any
issue properly before him/her.
ii. The arbitrator shall be expressly confined him/her to the precise issues
submitted to him/her and shall have no authority to consider any other issue
not submitted to him/her.
iii. The arbitrator shall be bound by applicable State and City Law.
The arbitrator shall submit his findings and advisory recommendations to the
grievant and the City Manager, or their designated representatives. The costs
of the arbitrator and any other mutually incurred costs shall be borne equally
by the parties. The City Manager shall make the final determination of the
grievance and submit it in writing to the Grievant and his designated
representative.
D. Union Grievance
The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1, Section 1-3 of this
Memorandum. The Union shall file such grievance at Step 3 of the procedure. All
other grievances must be filed and signed by Unit employees subject to the provisions
of this Article.
E. Group Grievance
When more than one Unit employee claims the same violation of the same rights
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allegedly accorded by this Memorandum, and such claims arise at substantially the
same time and out of the same circumstances, a single group grievance may be filed
in the name of all such employees. Such group grievances shall be filed at the step
of this procedure which provides the lowest level of common supervision having
authority over all named grievants. Each Unit employee that is a party grievant must
be named and must sign such group grievance. The Union may sign a group
grievance on behalf of employees, however, in such instance, the grievance must be
amended within fourteen (14) days naming each Unit employee who is a party
grievant and containing his signature.
F. Time Limits
Failure of the City Management representatives to comply with time limits specified
in Section 2-1 C shall entitle the grievant to appeal to the next level of review; and
failure of the grievant to comply with said time limits shall constitute abandonment of
the grievance. Except, however, that the parties may extend time limits by mutual
written agreement in advance.
G. Notice to Union of Grievance Resolution
The City will put the Union on notice of proposed final resolutions of grievances where
the Union has not been designated as the grievant's representative for the purpose
of allowing the Union to ascertain that a final resolution will not be contrary to the
terms of this Memorandum.
The City will ensure that a copy of every M.O.U. grievance filed by a Unit member,
including the response from management, is forwarded to the Union at each step of
the process.
H. The City will not discriminate or retaliate against employees because of their exercise
of rights granted by this Article.
I. Employer grievances, should they occur as a result of official Union activities or
actions, including the failure to act as required under this agreement, will be presented
directly to the Union President or any Officer of the Union within fourteen (14) calendar
days of the occurrence prompting the grievance, or within fourteen (14) calendar days
of the date upon which the employer became aware of the situation prompting the
grievance. The President, or designee, shall, in each case, provide a written answer
within fourteen (14) calendar days from receipt of the grievance
Unresolved employer grievances may be submitted to arbitration pursuant to Step 3
herein; provided that the employer shall bear the cost of the services of the arbitrator.
J. The Union and the City agree to meet at regular intervals (as defined in Article 2
Section 2-2 Labor/Management Committee) to find ways to improve the grievance
procedures.
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Section 2-2: Arbitration
A. Independent Arbitrator
Any Unit member who is a classified employee having completed the prescribed
probationary period who has received a disciplinary demotion, suspension, or
discharge, and has a right to appeal that disciplinary action pursuant to the Personnel
Rules, may under the provisions of this article request the Civil Service Board appoint
as a hearing officer an independent arbitrator selected pursuant to the procedures
described in Section 2-1 C below.
B. Appeal
The Union, on behalf of the employee, may request the selection of an independent
arbitrator as the hearing officer for a Civil Service Board appeal of a disciplinary
action. Such request must be made within fourteen (14) calendar days after the date
of service of notice of the order of suspension, demotion, or dismissal on him
personally, or twenty-one (21) calendar days from the date of mailing by certified mail
the notice of the order of suspension, demotion, or dismissal. The request must be
in writing and must state specific allegations in the discipline notice with which the
employee disagrees. The request must be personally delivered to the Board or
deposited in the United States mail, certified return receipt requested, postage
prepaid, addressed to the office of the Civil Service Board, within the above-stated
time.
The Union, on behalf of the employee, shall also immediately thereafter file copies
thereof with the complainant department head and the City Attorney. At the time the
Union files the request for hearing, it shall set forth whether the hearing will be public
or private.
C. Selection of Arbitrator
If the request for an independent arbitrator to be appointed as a hearing officer is
approved by the Civil Service Board, the Labor Relations Administrator or his
designated representative on behalf of the City and the Union president or his
designated representative on behalf of the employee shall agree on an independent
arbitrator within ten (10) calendar days after approval and appointment by the Board
of the appeal request. If an agreement on an independent arbitrator cannot be
reached within said ten (10) calendar days, either party may request that the Federal
Mediation and Conciliation Service (FMCS) or the American Arbitration Association
(AAA) provide a list with the names of seven (7) arbitrators with public sector
experience. In requesting such lists, the parties shall stipulate that arbitrators should
be from within Arizona.
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The parties shall, within seven (7) calendar days of the receipt of the list, select the
arbitrator by striking names alternately until one-name remains. The remaining name
shall be designated as the independent arbitrator appointed by the Civil Service
Board as the hearing officer for the appeal. The parties shall jointly communicate with
the chosen arbitrator to advise him of the appointment.
In the event that the chosen arbitrator is unable to accept the appointment as hearing
officer, the parties shall either select another independent arbitrator from a new list in
the same manner as described above, or if mutually agreeable select another
independent arbitrator from the original list. The independent arbitrator chosen shall
be designated as the hearing officer appointed by the Civil Service Board for the
appeal.
D. Time for Hearing
When possible the hearing date shall be set within thirty (30) calendar days from the
request. Delays may be granted by mutual agreement of the parties. However, any
such delay occurring at the request of the Union, shall automatically be excluded from
any calculations of back pay to the employees, if any, as determined by the Civil
Service Board.
E. Hearing Procedures
The hearing procedures will be the same as the procedures set forth in Rule 22d,
Personnel Rules of the City of Phoenix. In the conduct of the hearing, the hearing
officer shall not be bound by the technical rules of evidence, nor shall informality in
any of the proceedings or in the manner of taking testimony invalidate any order,
decision, rule, or regulation made or approved by the Civil Service Board.
F. Witnesses
An employee appellant, or an employee subpoenaed as a witness, shall be granted
a leave of absence from his/her regularly assigned duties during his/her regularly
assigned work hours without loss of pay for the time.
At the request of either party, the arbitrator shall order that any witness who will testify
during the hearing be excluded from the hearing room until such time as they testify.
The City and the Union may exclude from the operation of this provision one
representative each of the City and the local Union.
G. Proposed Findings; Objections to Report
Either party may file with the hearing officer written proposed findings of fact and
conclusions within seven (7) calendar days of the conclusion of the hearing. A copy
of such proposed findings and conclusions shall be served on the other party at the
same time as filing with the hearing officer.
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No later than two (2) calendar days before the Civil Service Board meeting where the
appeal has been scheduled for hearing either party may file with the Civil Service
Board written objections to the hearing officer's report. A copy of such objections
shall be served on the other party at the same time as filing with the Civil Service
Board. No post-hearing evidence shall be submitted.
H. Requirements
The independent arbitrator selected by the parties and appointed by the Civil Service
Board pursuant to this article shall be bound by the following:
1. The independent arbitrator shall neither add to, detract from, nor modify the
language of this Memorandum of Understanding.
2. The independent arbitrator shall be expressly confined to the precise issues
submitted and shall have no authority to consider any other issue.
3. The independent arbitrator shall be bound by applicable Federal, State, and City
laws.
I. Report
Within two (2) weeks of the conclusion of the hearing, the hearing officer shall forward
all records and the report containing a statement of the findings of fact, conclusions,
and recommendations concerning the appeal to the Civil Service Board and send a
copy of the report to the parties. The hearing officer may recommend to the Civil
Service Board the discipline be upheld or modified, or rescinded pursuant to
Personnel Rule 22 (e).
J. Costs
The cost of the independent arbitrator and other costs related to obtaining said
arbitrator shall be borne equally by the parties. Each party will be responsible for its
own costs incurred in the hearing process, including but not limited to costs for legal
services, service of subpoenas, and expert witnesses.
K. Civil Service Board
It is expressly understood that this article shall not impinge on the powers and duties
of the Civil Service Board as provided for in Section 3 of Chapter XXV, Phoenix City
Charter and Rule 22, Personnel Rules of the City of Phoenix.
L. Representation
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The parties agree that for the purpose of this article the City will be represented by
the Labor Relations Administrator for the City of Phoenix or designee and the
employee will be represented by the President of AFSCME, Local 2384 or designee.
Section 2-3: Labor-Management Committee
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the City to count as time worked, any hours or fractions
of hours spent outside the employee's work shift in pursuit of benefits provided by this
Article. The City shall count as time worked any hours or fractions of hours spent within
the employee's regular work shift in pursuit of benefits provided by this Article.
A. There shall be a Labor-Management Committee consisting of representatives of the
Union and representatives of the City. The purpose of the Committee is to facilitate
improved labor-management relationships by providing a forum for the free
discussion of mutual concerns and to attempt to resolve problems brought to its
attention.
B. During the term of this M.O.U., the Union and the City shall maintain the
Apprenticeship Labor Management Committee. The Apprenticeship Labor
Management Committee shall be comprised of a maximum of five (5) persons each
from Labor and from Management.
C. The Committees shall meet monthly or at other mutually scheduled times.
D. The members shall, upon request for a meeting, provide the Chair with proposed
agenda items, and the Chair shall provide the members with the meeting agenda in
advance of the meeting.
E. The Union shall be advised of management recommendations for contracting of work
presently being performed by Unit employees which would directly result in a
reduction in the number of permanent Unit positions during the term of this
agreement. The Union may request an opportunity to discuss these
recommendations in the Labor-Management Committee prior to any final
recommendation to the City Council. Failure by the City to notify the Union under this
Article may be subject to the Grievance Procedure of this Memorandum.
The Management recommendations, and final decision thereon by the City, shall not
be subject to the Grievance Procedure (Article 2 Section 2-1) of this Memorandum.
F. Any signed/dated written Labor/Management agreements with the signatures of both
parties and the Chairperson will be binding on the parties for the remaining term of
this M.O.U.
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Section 2-4: Health and Safety Committee
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee's regular work shift in pursuit of benefits provided by this
Article.
A. The City will continue to undertake all reasonable efforts to provide for employee
health and safety in accordance with the State's Occupational Safety and Health Law.
The City will continue its practice of providing personal protective equipment to
protect employees from recognized safety and health hazards, this includes voucher
for boots on an as needed basis.
A Unit employee may file, without fear of discipline, retaliation, or discrimination, a
grievance (Article 2 Section 2-1) when, in his best judgment, the City has failed to
comply with specific safety and health standards promulgated by local, state, and
federal regulations.
B. In order to facilitate this policy, a joint committee entitled "Health and Safety
Committee" shall be established. This committee shall be composed of two (2) Unit
employees appointed by the Union and two (2) City representatives as designated
by the City Manager. The chair shall rotate among the members.
C. The committee shall meet quarterly or at other mutually scheduled times to consider
on-the-job safety matters referred to it by the existing departmental safety committees
and safety officers, or otherwise coming to its attention, and shall advise Department
Heads and the City Manager concerning on-the-job safety and health matters.
All written recommendations of the committee shall be submitted to the Department
Head concerned and to the City Manager.
D. In the discharge of its function, the committee shall be guided by the applicable
regulations of the State's OSHA agency, and the City's existing practices and rules
relating to safety and health, and formulate suggested changes.
E. Employee members of the committee shall not lose pay or benefits for meetings
mutually scheduled during their duty time. Union members assigned to the Health
and Safety Committee shall be permitted to attend Department Health and Safety
Committee meetings.
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ARTICLE 3: Compensation/Wages
Various sections of this M.O.U. contain a form of compensation, wages, or benefits that
have been negotiated in good faith and may or may not provide a direct payment of wages
or other benefit to each member. Those forms of compensation, wages, or benefits that
do not provide a direct payment to each unit member have been negotiated in place of a
direct payment and costed as part of the overall economic package. Examples include:
life insurance, long term disability insurance, leave payouts, etc.
Section 3-1: Wages
A. Unit 2 employees will receive a non-continuous payment equal to the economic
value of 2.5% of their base wage to be paid out on the first full pay period in
August of 2024.
B. Limited Reopener for FY 2025-2026: If the City projects revenues will exceed
$1,750,000,000 for Fiscal Year 2025-2026 in the forecast that is presented to City
Council in February 2025, the parties shall reopen Section 3-1 of this agreement
for the sole and limited purpose of Meeting and Conferring, in February 2025,
over base wage increases, if any. Unless held invalid by operation of law or by
a final judgment of any tribunal of competent jurisdiction, all other terms and
conditions of this MOU shall remain in full force and effect during any such
reopener and throughout the duration of this MOU.
C. Licensed Pesticide Applicators shall receive fifty ($.50) in addition to their base hourly
rate for each hour engaged in assigned and authorized activities when applying,
mixing, or managing herbicide or pesticides. This compensation includes any
preparation and maintenance of application equipment.
D. Unit II Employees required by the City to maintain a Commercial Drivers License
(CDL) as a secondary part of their regular position duties shall receive twenty cents
($.20) in addition to their base hourly rate. This pay is not applicable to all positions in
classifications which hold CDLs, nor is it applicable to positions in classification in
which driving is a primary function of the position.
E. It is understood that for implementation purposes, the practice of rounding off
fractional cents shall be done in accordance with universally accepted mathematical
and accounting principles.
F. The term "Pay Schedule" shall mean the schedule computed and published by the
Human Resources Department for payroll purposes.
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Section 3-1A: Productivity Enhancement Pay
Productivity Enhancement Pay
In recognition of continuous service and overall performance, the City agrees to the
following Productivity Enhancement pay formula for Unit II employees.
A. Pay Benefit:
In November of each calendar year, and June of each calendar year, unit members
who have completed at least six (6) years of continuous full-time service and who
meet the additional qualifications specified in this section shall qualify for one hundred
and three dollars ($103.00) for the completion of each year of continuous full-time
service in excess of five (5) years, up to an annual maximum of three thousand five
hundred and two dollars ($3,502) at the completion of 22 years of continuous full time
service.
In November of each calendar year, and June of each calendar year, unit members
who have completed twenty three (23) years or more of continuous full-time service
and who meet the additional qualifications specified in this section shall qualify for
one hundred thirty-eight dollars and eighty-nine cents ($138.89) for the completion of
each year of continuous full-time service in excess of five (5) years, up to annual
maximum of six thousand one hundred twelve dollars ($6,112) at the completion of
twenty-seven (27) years.
B. Qualifications:
1. An employee must have completed at least one year of continuous full-time
service at the top step in his classification.
Qualifications for Productivity Enhancement pay are made in the base class and
will not be affected by movement into or out of assignment positions. As well,
Productivity Enhancement pay will not be affected by movement to positions
within the same pay range.
When a position is reclassified to a higher classification, or when a classification
is assigned to a higher pay range, incumbents who are receiving Productivity
Enhancement pay shall be moved to that step of the new range which
corresponds to the closest to their combined base pay and previous Productivity
Enhancement amount (incumbent’s annualized payment), and which does not
result in a decrease from that amount. The placement in the new range will be
limited to the maximum step in the range. If the reclassification or pay range
change results in only a maximum possible one-range increase and the
incumbent is receiving Productivity Enhancement pay, he/she will be moved to
the top step and continue to be eligible for Productivity Enhancement pay.
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2. An employee must have completed six (6) years of continuous full-time service.
3. An employee must have received an overall performance rating of “Met” on his
latest scheduled performance evaluation on file at the time of the qualifying date.
4. An employee must be on full-time active status. Employees on industrial leave
shall qualify for this payment for only the first year of the industrial leave.
However, the entire period of industrial leave shall qualify as continuous service
when the employee returns to active employment.
C. Terms of Payment:
1. The Productivity Enhancement payment will be pro-rated and included each pay
period in the qualifying unit member’s regular paycheck.
Section 3-2: Overtime
A. Overtime is defined as time assigned and worked beyond the regularly scheduled
workweek or daily work shift; it being understood that overtime for Unit members who
normally work a daily work shift of eight (8) consecutive hours, including a paid meal
period on the job, is defined as time assigned and worked in excess of forty (40)
hours in a seven (7) day work period, or eight (8) hours per daily shift including paid
meal periods. In addition, when an employee is assigned and works two (2) eight (8)
hour shifts, and/or two (2) ten (10) hour shifts, or any combination of the two shifts,
the second of which commences less than twelve (12) hours after the regularly
scheduled conclusion of the first, that amount of time falling within said twelve (12)
hour period is deemed overtime for purposes of Section 3-2 D below, except,
however, that such twelve (12) hour rule does not apply to regular shift change
situations, relief positions, and positions in the classification of Event Services Worker
at the Phoenix Convention Center. The twelve (12) hour rule also does not apply if
an employee works less than a full shift either before or after his/her regular shift.
B. For the 2019 – 2021 M.O.U. contract, except for paid sick leave, all duly authorized
paid leave time shall be considered as time worked for the purposes of the regularly
scheduled workweek (but not daily work shift). Paid sick leave shall not be considered
as time worked for the purpose of calculating overtime for the regularly scheduled
workweek.
The employee’s appropriate leave bank will be charged only for the difference
between the scheduled daily work shift and the hours actually worked that day.
C. Overtime shall be worked and shall be allowed if assigned by the non-Unit supervisor
or other authorized representative of the City.
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D. Overtime work will be compensated at one and one-half (1 1/2) times the regular rate,
which will be computed in accordance with provisions of the Fair Labor Standards
Act. Such payment will commence after the first seven (7) minutes.
E. In lieu of cash payment, a Unit member may request compensatory time credits up
to a maximum accumulation of two hundred and fifteen (215) hours. Authorized
overtime hours worked in excess of the maximum accumulation shall be paid in cash.
The request for compensatory time credit must be made at the time the overtime is
worked. The Department Head shall make the final determination on the method of
payment (either cash or compensatory time). Use of compensatory time off shall be
subject to departmental approval and scheduling.
F. Compensatory Time Conversion
Effective July 1, 2018, a unit member may convert accumulated compensatory time
credits to cash twice per M.O.U. year, up to a maximum of seventy (70) hours by
notifying the Department Head in writing of such intent either July and/or November.
Payment will be made on or before August 31 or November 30.
G. The City shall endeavor to distribute the opportunity for non-standby overtime equally
between employees or crews of employees within the same classification and work
location.
In addition, records of overtime worked by employees minus Stand-By overtime
shall be posted monthly on a worksite bulletin board and distributed to the
designated Union Steward. In areas where no Steward is available, the list will be
sent electronically to the Union Hall general email address:
afscme2384@afscme2384.com. In addition, records of overtime worked by Unit
members shall be made available for inspection by an authorized representative of
the Union upon advance request and at reasonable times.
H. Overtime shall be voluntary, except however, the City reserves the right to assign
overtime in the event insufficient employees volunteer, or to avoid inadequate
staffing, or to ensure service delivery, or to conduct mandatory training.
I. Where a ten (10) hour, four (4) day workweek schedule is implemented, overtime is
defined as time assigned and worked beyond ten (10) hours a day or forty (40) hours
a week.
Section 3-2A: Call Out Pay
The eight (8) hour period before the start of a Unit employee’s regular shift is to be called
“rest time.” If an employee is called out during this time, the employee shall be allowed to
adjust their work hours up to 4 hours (flex time) to allow the employee to have proper rest
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before the start of the employee’s shift, whenever possible at the supervisor’s discretion.
Example: An employee starts at 6 am, and is allowed to start at up to 10 am to 8 pm.
An employee shall have a minimum of three (3) hours’ pay at overtime rates when called
out for work after going home from a shift, or when called out for overtime work while on
standby pay.
Overtime for this call-out shall begin when employees report to the place where they are
instructed to report and shall terminate forty-five (45) minutes after being relieved from
duty. These forty-five (45) minutes travel time shall be included in the minimum guarantee
and shall be paid only if the total work and allowed travel time exceed the minimum.
Travel time shall not apply when the employee is working on overtime which was planned
in advance. An employee requested to report early, before the normal starting time of the
shift, shall not be eligible for travel time, but would qualify for overtime for the extra time
worked.
Provisions of this section shall be interpreted in a manner which complies with the Fair
Labor Standards Act.
Remote Access Support
Employees on Stand by called to perform work by remote access, such as VPN, shall
receive a minimum of thirty (30) minutes pay at the overtime rate or the actual amount of
time expended, whichever is greater. Remote access overtime shall be paid even when
more than one call out is made provided these calls are separated by more than thirty
(30) minutes. Calls placed closer than thirty (30) minutes shall be treated as a single
event and subject to the actual time worked or minimum payment.
Telephone Support
Employees on Stand by called to perform work by means of telephone support shall
receive fifteen (15) minutes pay at the overtime rate or the actual amount of time
expended whichever is greater. Telephone support overtime shall be paid even when
more than one call out is made provided these calls are separated by more than fifteen
(15) minutes. Calls placed closer than fifteen (15) minutes shall be treated as a single
event and subject to the actual time worked or minimum payment.
Section 3-3: Out-of-Class Pay
A Unit employee who is temporarily required to serve in a regular authorized position in
a higher classification shall be compensated at a higher rate of pay in accordance with
the following:
A. To be eligible for the additional compensation, the Unit employee must first
accumulate ten (10) regular working shifts of assignment in the higher class within
any twenty-four (24) month period. Satisfactory performance during a previous
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appointment to the higher class will be credited to the qualifying period. The days of
out-of-class will be credited to the qualifying period. The days of out-of-class
assignment need not be consecutive. Once this qualification is satisfied, no
additional re-qualification will be required. In addition, out-of-class credit shall be
given for out-of-class work for five (5) hours work for a ten (10) hour shift and for four
(4) hours work for an eight (8) hour shift.
B. Temporary assignments out-of-class shall be recorded only in full shift units. A Unit
employee working out-of-class for five (5) hours for a ten (10) hour shift or four (4)
hours for an eight (8) hour shift shall be credited with working out-of-class for the
entire shift.
C. To qualify for out-of-class pay, a Unit employee must be given the assignment in
writing by a non-Unit supervisor or other authorized management representative of
the City.
D. Time worked in a higher class shall not earn credits toward the completion of
probationary requirements in the higher class. Such time, however, shall be
submitted by the employee as creditable experience in promotional examinations for
the higher class.
E. A Unit member who has qualified under these provisions shall be compensated at
the minimum rate established for the higher class for each completed work shift
served in the higher class. In the event of overlapping Unit salary ranges, a minimum
one-step differential shall be paid for out-of-class assignments into Unit
classifications. The higher rate of pay shall be used in computing overtime when
authorized overtime is served in out-of-class work assignments. The overtime rate
shall be the rate established by the overtime regulations that apply to the higher
classification.
Section 3-4: Sick Leave Conversion at Retirement
A. Sick Leave Cash Out Formula
Upon retirement, bargaining Unit employees with a minimum of 750 hours of accrued
and unused sick leave, excluding the first 250 hours, will be paid for 25% of the
remaining hours as base hourly wage.
Additional language of this Section 3-4 is contained in Attachments B and C.
Section 3-4A: Sick Leave Payout
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All accumulated sick leave hours on the city's official file at the time of the member's death
will be paid. Payment will be based upon the member's base hourly rate at the time of
death.
Section 3-5: Shift Differential Pay
Unit employees shall receive ninety cents ($0.90) per hour in addition to their regular rate
of pay when working a night shift which ends at or after 9:00 p.m., and before midnight,
and one dollar and twenty-five cents ($1.25) per hour in addition to their regular rate of
pay when working a night shift which includes work during the period after midnight to
4:00 a.m.
Employees shall receive shift premium pay only for hours scheduled and worked, and not
while on paid leave time.
Shift differential pay shall continue to be paid at the rate of the regular shift for any
additional hours worked preceding or following the regular shift. Night shift premium
pay applies to regular part-time employees.
Section 3-5A: Weekend Shift Differential Pay
Employees shall receive shift premium pay only for hours scheduled and worked, and not
while on paid leave time.
A Unit member shall receive forty cents ($0.40) per hour in addition to his base hourly
rate of pay and any other shift differential or any other premium pay he may be receiving
for working a weekend shift. A designated weekend shift is defined as any shift that starts
on or after 2:00 p.m., on Friday, and continuing through any shift that starts on or before,
but not after 11:59 p.m., on Sunday.
A Unit member shall receive weekend shift pay differential only for hours scheduled and
worked, and not while on paid leave.
A Unit member who is called out and works between 2:00 p.m., on Friday and 11:59 p.m.,
on Sunday, will be paid weekend shift differential for all hours worked at the rate specified
in this article. If a Unit member was called out while on stand-by status, he will not receive
weekend shift differential.
Section 3-6: Stand-By Pay
When a Unit member is required to be available for call-out outside the employee's regular
work schedule, the member shall be compensated for such assigned stand-by hours at
two dollars ($2.00) per hour. Starting in the first pay period in July 2007, stand by pay
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shall increase to two dollars and fifty cents ($2.50) per hour. Employees serving in stand-
by assignments shall be subject to contact requirements as provided for by the
Department Head.
Section 3-7: Show-Up Time
Except in emergencies, an employee who is scheduled to report for work, has not been
notified to the contrary, and presents himself for work as scheduled, shall be paid for at
least four (4) hours at the applicable rate of pay. If work on the employee's regular job is
not available for reasons beyond his control, the City may assign the employee substitute
work. In the event scheduled work is interrupted due to conditions beyond the City's
control and substitute work is not available to be assigned, affected employees shall be
paid for four (4) hours at the regular rate of pay, beginning at release, or to the end of the
scheduled work shift, whichever occurs first.
Except in emergencies, an employee who is scheduled to report to work for overtime, has
not been notified to the contrary, and presents himself for work as scheduled shall be paid
for at least four (4) hours at the applicable rate of pay. An employee who is entitled to
four (4) hours of pay due to cancellation in whole or in part of their shift will not receive
pay for travel time to and from the worksite for this shift. Employees are not entitled to
submit vacation or compensation time for the remainder of an overtime shift.
An employee will only be paid at the overtime rate for hours “actually worked” and will be
paid at the otherwise applicable rate of pay for the remainder of the four (4) hours.
“Actually worked” is defined as the time the employee is scheduled and available to
perform work or performing job duties, prior to being released by a supervisor because
that work has ended.
Employees released hereunder prior to the end of their scheduled shift may be required
to stand by and keep themselves available for immediate call-back during the balance of
their scheduled shift (for which time they shall be entitled to stand-by pay under Article 3,
Section 3-6, "Stand-By Pay" hereof). An employee shall have the option of using either
vacation time or compensatory time for the balance of his regular shift. Employees called
back to work shall be entitled to their regular pay only and not any premium for work
performed during the balance of their regularly scheduled shift.
Section 3-8: Jury Duty
A Unit employee called for jury duty or subpoenaed by a court as a witness shall be
granted a leave of absence from municipal duties without loss of pay for the time actually
required for such service and reasonable travel time and shall, if he chooses, retain jury
or witness pay, except where such testimony or witness duty is the result of an employee's
official duties as a City employee.
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To be eligible for paid leave for jury or witness duty, an employee must present verification
of his call to jury duty or witness duty.
Paid witness leave shall not be allowed when the Unit employee is the defendant or
plaintiff in a court action.
Section 3-9: Deferred Compensation Program
The City will contribute 3.62% of the base wage to a 401(a) Deferred Compensation
Plan (DCP) for each Unit employee for each year.
ARTICLE 4: Hours of Work/Working Conditions
Section 4-1: Hours of Work
A. This Article is intended to define the normal hours of work and to provide the basis
for calculation and payment of overtime pursuant to Article 3, Section 3-2.
The City, in collaboration with the Union, may experiment with flextime schedules
when the following conditions are met:
a. Approval of Department Head
b. Approval of Union President
c. Mutually agreed schedule between Unit Member and Supervisor
d. Signed Wavier
B. The work week shall only consist of a schedule of consecutive work days in a seven
(7) calendar day pre-established work period, except in the Equipment Management
Division of Public Works Department. Any changes to the consecutive workday
schedule will be made by mutual agreement between AFSCME 2384 and the City on
the 4 day, 10 hour work shift.
C. Within a five (5) day work schedule, the work day will consist of eight (8) hours of
work within any twenty-four (24) hours in a pre-established work schedule, excluding
relief positions. Within a four (4) day work schedule, the work day will consist of ten
(10) hours of work within any twenty-four (24) hours in a pre-established work
schedule, excluding relief positions.
The City and the Union recognize that no regularly scheduled shift lengths, other than
those outlined in Article 4, shall be observed in Field Unit II.
D. Relief Crews
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At the 9lst Avenue and 23rd Avenue Wastewater Treatment Plants, there may be one
(1), but no more than one (1), relief crew per plant as determined by management.
E. Permanent regular work schedules showing the employees' shifts, workdays, and
hours shall be posted on appropriate department bulletin boards.
F. When changes are to be made by the City on a permanent basis for other than
emergency reasons, or where new permanent schedules are to be adopted, the City
will notify the affected employees and the Union Hall, not less than fourteen (14)
calendar days in advance and will notify the Union of such changes, prior to actual
implementation.
In emergency situations, temporary work schedules may be adopted without the
fourteen (14) calendar days notice to the affected employees. "Emergency" shall
mean unforeseen operational circumstances.
Employees have the option to waive their fourteen (14) calendar day notice and begin
their new schedule with the City and Union's written approval.
G. Summer hours shall begin no later than the last Monday in April and shall terminate
no earlier than the second Monday in September whenever such scheduling impacts
operations, all of which are within the discretion and control of the City, and where
such summer scheduling has been customarily used in the past. Summer scheduling
may, at the discretion of the City, be implemented earlier in the year than specified in
this section, or terminated later in the year than specified in this section.
H. The City may implement ten (10) hours per day, four (4) days per week work
schedules when it is determined by the City that such scheduling is beneficial to City
operations.
Section 4-2: Rest and Lunch Periods
Scheduled work shifts shall include meal periods to be observed as follows:
5 DAY WORK WEEK MEAL PERIOD
8 hours Under normal conditions, no less than 30 minutes on
the job, paid at straight time.
8-1/2 hours No less than 30 minutes, unpaid.
9 hours No less than 60 minutes, unpaid.
4 DAY WORK WEEK MEAL PERIOD
10 hours Under normal conditions, no less than 30 minutes on
the job, paid at straight time.
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10 1/2 hours No less than 30 minutes, unpaid.
11 hours No less than 60 minutes, unpaid.
Two (2) non-work periods of fifteen (15) minutes during the above scheduled work shifts
shall be permitted to promote the health, safety, and efficiency of employees on the job.
Activities of employees during those non-work periods shall not be subject to any
unreasonable restrictions.
When work demands permit, with a supervisor’s approval, an employee may combine
their thirty (30) minute meal period with one of their fifteen (15) minute rest periods to
achieve a forty-five (45) minute meal period or combine two of their (15) minute rest
periods to achieve a (1) hour meal period. This paid leave time counts as hours
worked.
When an employee works overtime of two (2) hours or more in addition to their daily work
shift, they shall be entitled to an additional fifteen (15) minute break. Every additional two
(2) hours of overtime will entitle an employee to an additional fifteen (15) minute break.
After four (4) consecutive hours of overtime in addition to a full shift as defined in Sect.
3-2 A, an employee shall be entitled to a paid meal break of thirty (30) minutes, but in no
event shall an employee be entitled to more than one such break for every eight (8)
consecutive hours of overtime.
Employees shall be allowed reasonable time, as necessary, for personal clean up prior
to the commencement of the lunch and break periods.
Section 4-3: Clean-Up Time
Unit employees will be given time, in keeping with past practice, at the end of a normal
daily shift for personal clean up. Such time is in addition to and exclusive of any time the
City requires be spent for maintaining equipment.
Section 4-4: Seniority
A. The City shall provide the Union with a list of Unit members showing each Unit
member’s City employment date and class employment date.
B. Seniority shall be by length of service within a class. If seniority within the class is
not determinative, then length of service with the City shall prevail.
C. Seniority shall be used as a factor consistent with established Civil Service
procedures in choice of training, work assignments, vacation schedules, and in the
determination of layoffs.
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Section 4-5: Bump/Bid Procedure Fleet Services Division
Policy: To provide an equitable system for employee selection of shift, days off, and area
location, the Union and the City recommend that departments considering the
implementation of a bump/bid policy for a designated group of Unit II employees use this
article as a guideline in the development of their policy.
A. General Guidelines
1. Annual Bump/Bid
There will be a full Bump/Bid each fiscal year, in December, which will become
effective the first pay period in January.
2. Interim Bump/Bid
A layoff, a transfer of a vacant position number to another shift or shop, the
addition of a permanent position number, a promotion, demotion, dismissal,
resignation, or retirement will be filled subject to the in-class Bump/Bid. This
means that any time positions become vacant within a particular classification, an
open sign-up will be held. Vacant positions will be filled according to the seniority
ranking of interested employees within a class.
3. Exceptions
a. The specialties listed below will be exempt from the general Bump/Bid
procedure. Employees in these specialties will Bump/Bid only within their
specialty and/or section.
1) Motorcycle Mechanics
2) Heavy Equipment Mechanics in the following assignments:
-Fire shop
-Off-road equipment
-Aerial equipment
-91st Ave. Treatment Plant
-Landfills
3) Police substations-
-Auto Technicians (master)
-Fire Shop Auto Technicians
-Equipment Service Worker II
4) Leads
5) Temporary, new hire and promoted employees*
6) Rovers
7) Make-ready shop (all personnel)
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8) Service writers
9) Auto Parts Clerk III (annual bump for this class will be effective after the
physical inventory each year).
10) Engine diagnostic specialist
11) Equipment Service Worker II at the 91st Ave. Treatment Plant
* Management reserves the right to place new employees on any shift and location
for a six (6) month period for training and evaluation purposes. These employees
become subject to the Bump/Bid procedure upon completion of six (6) months’
employment. The day after the due date shown on their six (6) month
performance rating will be the effective date.
At the end of the six (6) months, the position occupied by the temporary, new, or
promoted employee will become available to the most senior employee who has
signed up within the class. The two employees will then "switch" positions until
the next Bump/Bid.
b. Positions of employees who have been on long-term industrial leave or light
duty, or personal illness, for at least one hundred (100) days, at the time of the
annual bump/bid will be excluded from the process. Upon return to regular,
full-time employment, management will assign the employee to an available
shift and location until the next Bump/Bid. Employees must return to work
seven (7) days prior to the original bump/bid posting to be included in the
bump/bid.
4. Annual Bump/Bid Completion
All personnel shall be frozen into the position selected, except to bid for openings
created as outlined in Section 4-5 A (2) "Interim Bump/Bid."
5. Delegation of Authority
Employees may delegate/select a representative to participate in the bump/bid in
their absence. This may be done by completing a proxy form and presenting it at
the designated sign-up time. This form must be signed by the delegating
employee and the employee performing the selection. The actual Bump/Bid Sign-
up Sheet will be annotated by the employee's representative printing the
employee's last name and initialing the entry. The Proxy form shall be made
available to Unit employees by the City.
6. Official Notification
The annual bump/bid will be posted, in its entirety, for a minimum of fourteen (14)
calendar days prior to the official sign-up date. A copy of the document will be
posted at all Equipment Management Division Facilities.
B. Seniority
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Seniority within classification will be the principal factor for bumping and/or bidding.
1. Determination of Seniority
Seniority constitutes length of certified status within a class of the City service.
When two or more employees have the same length of time in the class, the
employee with the longest certified City employment time shall be senior. If a tie
still exists, the employee with the least amount of leave of absence without pay
(excluding leave of absence due to sickness, injury, or military service) shall have
the greater amount of seniority.
2. Dispute Resolution of Seniority
Any disputes concerning the calculation of seniority length will be resolved by the
Public Works Department Human Resources Officer using the guidelines
identified in the above "Determination of Seniority."
Section 4-6: Technology
If technology will replace or enhance unit work, the City will notify the Union of
technological changes and upon Union request the appropriate Department will
discuss at regular Labor Management meetings with union leadership. As
determined by the City, the City shall provide employees with training required to
utilize the new technology.
Data obtained from a vehicle camera system, Automatic Vehicle Locator (AVL),
Global Position System (GPS), telematics, or similar automated movement tracking
systems may be used, along with a complaint; an investigation; or documented
performance-based concerns, in disciplinary decisions, but data from such
automated movement tracking systems will not be used as the sole basis for
decisions related to Unit employee discipline.
ARTICLE 5: Benefits
Section 5-1: Health Insurance and Employee Assistance
The City will continue to offer health insurance plans for Unit members.
A. Medical and Dental Insurance
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1. The City and the Union agree to maintain the current split for the health insurance
monthly contribution for both single and family coverage. If there is a rate
increase or decrease, the City will pay 80% of the new monthly contribution and
the employee will pay 20%.
2. It is understood between the City and the Union that any changes in health
insurance benefits or rates shall be effective on or about January 1, and that the
City's monthly contributions will not, under any circumstances, exceed the actual
premium cost.
B. Employee Assistance Program
The City will continue the Employee Assistance Program, which will provide
confidential individual and family counseling to all Unit employees and their eligible
dependents. These services will be furnished by an independent contract agency to
be chosen by the City.
C. The City agrees to the continuation of a Health Insurance Advisory Committee for the
purpose of studying existing plans and to explore alternative plans. The Committee
shall include representatives of the City and Local 2384.
D. The $150 monthly allowance for Post Employment Health Plan accounts (PEHP)
continues for all qualifying employees eligible to retire after August 1, 2022. (The date
of an individual’s retirement eligibility was determined on August 1, 2007).
Section 5-2: Dental Insurance
The current dental split will also remain the same. For the base PPO and HMO dental
plans, if there is a rate increase or decrease, the City will pay 100% of the new monthly
contribution for single coverage. If there is a rate increase or decrease, the City will pay
75% of the new monthly contribution, and the employee will pay 25% for family dental
coverage.
The City agrees to contribute 100% of the cost to provide dental insurance for employees
enrolled in the base HMO or PPO plan for single employee coverage, and 75% of the
cost for family coverage.
The City agrees to retain the dental insurance plan for Unit members and their qualified
dependents. At a minimum, the plan shall include a PPO option that consists of 100%
payment of reasonable and customary charges covered for preventive and preventive-
related diagnostic services and 80% payment of reasonable and customary covered
charges for basic services and major services. The City shall retain a plan option that
includes an orthodontia benefit providing for 80% payment of reasonable and customary
charges up to a maximum lifetime benefit of $4,000 per person. Dental plans may be
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subject to deductibles and limitations contained in the contract between the dental
insurance carrier and the City of Phoenix.
Section 5-3: Life Insurance
The City will provide at no cost to Unit employees off-the-job and on-the-job life and
dismemberment insurance with a face value equivalent to the employee's annual base
salary rounded up to the next one thousand dollars ($1,000.00) or twenty-five thousand
dollars ($25,000.00), whichever is greater; in addition, the City will also provide death in
the line of duty insurance with a face value of seventy-five thousand dollars ($75,000.00).
It is understood between the City and the Union that any change in life insurance benefits
shall be effective on or about January 1. The designated beneficiary of a Unit member
will be paid for all accumulated sick leave hours that remain on the City's official file at the
time of a line-of-duty death of the Unit member, and payment will be based upon the Unit
member's base hourly rate of pay at the time of death. The beneficiary shall be that
person designated on the in the eChris benefits portal for the City of Phoenix Group
Life Insurance Program on file in the City Human Resources Department.
Additionally, the City will provide to each Unit member a $200,000 death benefit covering
the Unit member’s commutation to and from his City work location. This policy will cover
the Unit member commute for up to two hours before his shift begins, and two hours after
his shift concludes. The Union will only pay the cost of this benefit the first year of the
M.O.U.
In the event of the death of a Unit member while commuting to or from his work location,
for a period of two hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. The City will cover the
payment of a supplementary commutation life insurance policy for each Unit member.
The Union will pay the cost of this benefit, if any, the first year of each new M.O.U. period.
Section 5-4: Long-Term Disability Insurance
Pursuant to A.R. 2.323, the City will offer a long term disability benefit for all regular full-
time unit members. The City may revise the A.R., provided, however, that such revisions
shall not conflict with the express provisions of the M.O.U. Employees who have been
continuously employed and working on a full-time basis for twelve (12) consecutive
months are eligible for long term disability coverage. After an established ninety (90)
calendar day qualifying period, the plan will provide up to 66 2/3% of the employee's basic
monthly salary at the time disability occurs and continue up to age seventy-five (75) for
employees who have been employed full-time for 36 months and one day. This benefit
will be coordinated with leave payments, industrial insurance payments, unemployment
compensation, social security benefits, and disability provisions of the retirement plan.
Unit II members must apply to activate this benefit.
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Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to receive a long term disability benefit for no more than thirty (30)
months. Unit II members must apply to activate this benefit.
Section 5-5: Holidays and Vacation Leave
A. Employees, except those on hourly paid status, shall, when possible, without
disrupting the various municipal services, be allowed the paid holidays listed below:
New Year's Day January 1
Martin Luther King's Birthday Third Monday in January
President's Day Third Monday in February
Cesar Chavez’s Birthday March 31
Memorial Day Last Monday in May
Juneteenth Day June 19
Independence Day July 4
Labor Day First Monday in September
Indigenous Peoples’ Day Second Monday in October
Veteran's Day November 11
Thanksgiving Day Fourth Thursday in November
Thanksgiving Day Friday after Thanksgiving Day
Christmas Eve Four (4) hours on December 24
Christmas Day December 25
24 Personal Leave Hours After completion of six (6) months' service
1. Personal leave hours are added to an employee’s vacation leave bank to be used
as such.
2. When a holiday named herein falls on Sunday, it shall be observed on the
following Monday, and when a holiday named herein falls on a Saturday, it shall
be observed on the preceding Friday, except that the Library Department may
observe such holidays on Saturday, and in the case of continuous and/or seven
(7) day operations, holidays shall be observed only on the calendar days on which
they actually fall. This paragraph shall not apply to Christmas Eve which shall be
granted only when it falls on the employee's regular scheduled workday.
A Unit employee working in continuous and/or seven (7) day operation, whose
regularly scheduled day off falls on a holiday specified above, who is not on
standby (Article 3 Section 3-6), and who is scheduled to work a regular shift on
such holiday and scheduled day off, shall be compensated as follows: eight (8)
hours pay for the holiday plus pay at time and one-half (1 1/2) the regular rate for
each hour assigned and worked to a maximum of eight (8) hours.
B. Vacation Accumulation
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Vacation accrual, carryover, and separation pay-out shall be governed by the
following table:
MONTHLY
SERVICE ACCRUAL
0-5 years 8 hours
6-10 years 10 hours
11-15 years 11 hours
16-20 years 13 hours
21+ years 15 hours
MAX. CARRYOVER MAX. PAYOUT
192 Hours 240 Hours
240 Hours 300 Hours
264 Hours 330 Hours
312 Hours 390 Hours
360 Hours 450 Hours
Unit members shall be allowed “vacation sell-back” twice per calendar year, on the
last paycheck of November and/or May. The total annual buy out is up to a maximum
of eighty (80) hours taken in no more than forty (40) hour increments, after the
employee has accumulated a minimum of one hundred twenty (120) hours of
vacation leave. The employee must take a minimum of forty (40) hours of
vacation/comp-time during the calendar year to qualify for these payments.
Unit members may contribute accrued vacation or compensatory time to other
employees in accordance with City policy governing contribution of leave for serious
illness of an employee or their immediate family member. An immediate family
member is defined as the employee’s spouse, qualified domestic partner, mother,
father or child. Child is defined as a biological, adopted, foster or stepchild, legal ward,
or a child of a person standing in place of a parent. Or a brother, sister, grandparent,
or in-law who are living with the employee and under his/her care. Requests to
receive such leave contributions will require a completed doctor’s certification.
All unit members whose regularly assigned work week consists of 4/10 hour shifts,
shall not be required to submit documentation for 2 hours of paid leave on City
holidays as listed in Section 5-5(A).
Section 5-6: Uniforms
A. Airport Security Guards (Class Code 24000) uniforms will be supplied by the Aviation
Department.
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B. On the effective date of this Memorandum, the City will assume responsibility for the
weekly cleaning/laundering of uniforms issued to those Unit members who are
employees of the Equipment Management Division of the Public Works Department.
Section 5-7: Parking
A. Employees regularly assigned to the Airport Terminal buildings shall be provided
parking facilities without charge at a location at the airport to be specified by the
Director of Aviation.
B. All employees who pay for parking will be charged half price at any downtown City
owned parking garage if they park a motorcycle.
C. All regular full-time and regular part-time Unit employees will receive, upon request,
a City issued bus pass at no cost to the employee.
D. The City will provide 4 parking cards to the Union.
Section 5-8: Tool Allowance
A. Unit employees in the following eligible classifications will receive a tool maintenance
allowance of three hundred dollars ($300.00) per annum.
Payment for tool allowance will be made on or about September 1.
Classification
User Technology Specialist U2
Instrumentation and Control Specialist
Trades Helper, Assigned U2
Equipment Service Worker I
Electrician Helper
Electrician Apprentice
Electrician
Electrician, Assigned Lead
Traffic Signal Technician
Telecommunications Specialist
Welder, Assigned U2
Building Equipment Operator I, assigned U2
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Building Equipment Operator II, assigned U2
Building Maintenance Worker, Assigned U2
Locksmith
B. Unit employees in the following eligible classifications will receive a tool
maintenance allowance of six hundred dollars ($600.00) per annum.
Payment for tool allowance will be made on or about September 1.
Equipment Service Worker II
Automotive Technician and all assignments
Heavy Equipment Mechanic and all assignments
Equipment Repair Specialist
Body Repair Specialist
Helicopter Mechanic
Fuel Systems Support Technician
Aircraft Technician and assignment
Section 5-9: Parental Leave
A. The City will, as a matter of general policy, and subject to operational needs,
authorize up to three (3) months of unpaid leave for an employee who is the parent
of a newly born or legally adopted child or any Unit member who needs to care for
an ill family member. Family members include spouse, children (natural, adopted,
foster, or stepchildren), brother, sister, parents, grandparents, as well as others living
in the same household with the employee. Approval and use of this leave shall be
subject to existing Personnel Rules.
B. An employee may use up to ten (10) hours of accumulated sick leave in at least one-
hour increments each calendar year for the home care or medical treatment for an
immediate family member residing in the employee’s household. When there is an
extreme illness or injury situation where a life or death question exists involving an
immediate family member, an employee may use up to five (5) days of accumulated
sick leave. (This should not be construed as bereavement leave under Personnel
Rule 15g).
In addition, employees may have dependent care situations where the above leave
is insufficient to cover their absence. Therefore, employees will be allowed to use
unscheduled accumulated vacation or compensatory time for the care of an
immediate family member up to a maximum of five (5) incidents not to exceed a total
of forty (40) hours each calendar year.
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For all the above mentioned leaves, (sick leave, vacation, and compensatory leave)
the employee will not have these leaves be considered a negative factor, when
evaluating the job performance of an employee involved in a leave-management
program, up to a maximum total of seven (7) incidents per calendar year. An incident
is defined as an absence from work, regardless of the length of time.
An immediate family member is defined as the employee’s spouse, qualified
domestic partner, mother, father or child. Child is defined as a biological, adopted,
foster or stepchild, legal ward, or a child of a person standing in place of a parent. Or
a brother, sister, grandparent, or in-law who are living with the employee and under
his/her care.
In FY 2024, the City and the Union will meet and discuss changing sick leave
codes (e.g., BN, BO, Bl, BE).
ARTICLE 6: Miscellaneous
Section 6-1: Saving Clause
A. If any article or section of this Memorandum should be held invalid by operation of
law or by a final judgment of any tribunal of competent jurisdiction, or if compliance
with or enforcement of any article or section should be restrained by such tribunal,
the remainder of this Memorandum shall not be affected thereby; and upon issuance
of such final decree, the parties, upon request of either of them, shall meet and confer
to endeavor to agree on a substitute provision or that such a substitute provision is
not indicated.
Section 6-2: Copies of Memorandum
Within sixty (60) days of the date that this Memorandum is adopted by the City Council,
the Union will arrange for printing of jointly approved copies of it for furnishing one to
every Unit employee, Unit supervisor, and to management personnel. The cost of such
duplication and distribution will be borne equally by the Union and the City.
Printing vendors secured by the Union shall comply with Ordinance G-1372 (Affirmative
Action Supplier's Ordinance), as may be amended, and Ordinance G-1901 (Affirmative
Action Employment by Contractors, Subcontractors and Suppliers), as may be amended.
Section 6-3: Apprenticeship Programs
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The City will make available to the Union copies of all existing apprenticeship agreements
affecting Unit II employees.
The Union and the City shall continue the Joint Apprentice Programs.
The Phoenix and Unit II Apprenticeship Program shall be organized with a set of
standards established by a 5-person Joint Apprenticeship Committee (Committee).
The Committee shall be comprised of 2 Union representatives, 2 City of Phoenix
representatives, and 1 City of Phoenix Human Resources Department Safety
Section employee. The Committee shall monitor apprentices' performance. A
quorum shall consist of one (1) member from the union and the one (1) member
from the City and one (1) Safety Section employee.
Section 6-4: Part-Time Employees
A. Hourly paid Unit members, excluding seasonal and temporary employees, who have
worked a minimum of fifty (50) hours in each pay period for twenty-six (26)
consecutive weeks shall be entitled to vacation credits of four (4) hours per month.
Vacation credits shall be calculated and paid in cash, in December and June.
Continuation of this entitlement will be determined on November 1, February 1, and
May 1. If the employee has worked a minimum of fifty (50) hours in each pay period
in July, August, and September, his participation shall continue for the period
November through January. A similar review and qualification will be required for
October, November, and December; January, February, and March; and April, May,
and June. If the employee separates from City employment, the participation will
cease.
B. Hourly paid employees, excluding seasonal employees, may be considered for
advancement from pay step 1 to pay step 2 after completing 1,040 hours of work at
step 1. Advancement from pay step 2 to pay step 3 and each subsequent step in a
range may be considered after working 2,080 hours in each step.
C. No full-time or part-time permanent employees in the City Civic Plaza Department
shall be displaced or their hours reduced by the utilization of temporary employees,
unless the issue has been discussed by the parties in a Labor/Management meeting
and the City has complied with the provisions of Management Procedure 5.501,
dated February 7, 1994.
Based upon mutually agreed upon frequency, departments will establish regular
Labor Management meetings with union leadership to ensure productive
communications on items such as: department policy changes and the outsourcing
of services currently performed by unit members which could directly result in a
reduction in the number of permanent Unit positions (“contracting out”).
Page 209
Section 6-5: Department Certifications and Required Licenses
The City will reimburse Unit members of the Water Services Department for expenses
incurred as a result of acquiring and maintaining certification required by the Arizona
Department of Environmental Quality. Unit member of the Water Services Department
will be reimbursed for 1 (one) fail and/or 1 (one) pass per certification.
Employees will be allowed City time to renew their CDL license and/or related
endorsements and will be reimbursed for such renewal fees which include the HAZMAT
background screening fee.
The City will provide reimbursements to Unit members for CDL endorsements.
Employees in the Water Services Department will receive a one-time special merit
increase/step adjustment when they obtain a higher ADEQ Grade Certification than
required for their job classification. Employees must provide a copy of their examination
results.
When the employee obtains a higher ADEQ Grade Certification and submits results for
reimbursement or merit increase, there will be no change to the employees PMG
anniversary date.
Section 6-6: Safety Manual
The parties agree that, during the term of this Memorandum, the City will publish a Safety
Manual covering all citywide safety issues.
The Health and Safety Committee established in Article 2 Section 2-3 of this
Memorandum will be given the opportunity to review and to offer input on the manual
while it is in draft form and before its final publication.
Once published, there will be no changes made in the manual without the review of the
Health and Safety Committee.
Employees are entitled to exercise the rules under OSHA by relating to the competent
person assigned that the situation is unsafe and in conflict with OSHA rules.
Section 6-7: Term and Effect of Memorandum
A. This Memorandum shall remain in full force and effect commencing with the
beginning of the first regular pay period in July 2024up to the beginning of the first
regular pay period commencing in July2026, and thereafter shall continue in effect
Page 210
year by year unless one of the parties notifies the other in writing no later than
December first of the final contract year of its request(s) to modify or terminate it.
B. Except as expressly provided in this Memorandum, the City shall not be required to
meet and confer concerning any matter, whether covered or not covered herein,
during the term or extensions thereof.
However, the parties will continue to meet with affirmative willingness to resolve
grievance and disputes relating to wages, hours and working conditions without
effecting the terms of this agreement.
C. If any section or provision of this Memorandum violates existing Federal, State, or
City law, then such law shall supersede such provision or section.
D. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Union having had an opportunity to raise all matters in connection with
the meet and confer proceedings resulting in this Memorandum is precluded from
initiating any further meeting and conferring for the term thereof relative to matters
under the control of the City Council or the City Manager.
E. The provisions of this Memorandum apply to all Unit employees, except that
entitlement to health, life, and long term disability insurance; holiday, overtime, and
show-up time benefits for regular hourly employees shall continue in accordance with
present practice and policy.
Permanent employees shall not be laid off from City employment and replaced by the
hiring of part-time employees solely for the purpose of eliminating the cost of existing
full-time benefits received by permanent employees.
F. This Memorandum constitutes the total and entire agreements between the parties
and no verbal statement shall supersede any of its provisions. All side agreements
modified during this contract period must contain an effective starting and expiration
timeframe. Any supplements, amendments, or modifications to this M.O.U. shall be
executed by duly authorized representative of each party.
Section 6-8:
The City shall create an Employee Memorial for those Unit II employees lost to
COVID-19 to thank them for their service to the City of Phoenix. This Memorial can
be in conjunction with other Memorials the City may have planned.
Page 211
IN WITNESS WHEREOF, the parties have set their hands this
_______ day of May, 2024
_____________________________________________________________________
Jason Henley, President, AFSCME Local 2384
_____________________________________________________________________
Jason Perkiser, Assistant Human Resources Director, Labor Relations, City of Phoenix
_____________________________________________________________________
Jeffrey Barton, City Manager, City of Phoenix
ATTEST:
______________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix
APPROVED TO FORM:
______________________________________________________________________
City Attorney, City of Phoenix
AFSCME 2384 Team: City of Phoenix Team:
Jason Henley, President Jennifer Grøndahl, Deputy Human Resources Director
James Sagar Brandy Kelso, Water Services Department
Lorenzo Ortega Gabe Nevarez, Aviation Department
James Mckenna Keith Carbajal, Public Works Department
Diana Peterson Bob Fingerman, Phoenix Convention Center
Donald Furnival Donna Maroney, Deputy Human Resources Director
Alejandro Gutierrez Michelle Fernandez, Human Resources (Coordinator)
Derek Sigurdson Sylvia Montenegro, Human Resources (Scribe)
Ben Lundy
Page 212
Addendum A - Allocation of Stewards
The allocation of new steward positions under Article 1 will be referred to the Labor-
Management Committee for appropriate action.
Guidelines for designation of new stewards shall include:
1. A designated steward must be one from amongst employees regularly working at
a specified job site.
2. The designation of job site stewards shall take into consideration the following:
a. proportional representation of approximately 1-30,
b. organizational structure of department,
c. avoidance of duplicating service,
d. crew size of work unit divisions.
Page 213
ATTACHMENT A
(Subject to Reallocation)
Site Steward Allocations
Department/Division Site
Aviation/Facilities & Services Sky Harbor Airport/Airfield Maint.
Sky Harbor Airport/Electrical Maint.
Sky Harbor Airport/Fleet Maint.
Sky Harbor Airport/Building Maint.
Sky Harbor Airport/BHS Maint.
Sky Harbor Airport/Sign Shop
Sky Harbor Airport/Landside Maint.
Sky Harbor Airport/Terminal Services
Sky Harbor Airport/Vertical
Transportation
Sky Harbor Airport/F&S Admin
Sky Harbor Airport/Energy Systems/Lock
Shop
Sky Harbor Airport/Mechanical
Maint./Weld Shop
Sky Harbor Airport/Supply
Aviation/Technology Sky Harbor Airport/Aviation Headquarters
Aviation/Operations Sky Harbor Airport
Aviation/General Aviation Deer Valley Airport Goodyear Airport
Facility Maintenance Phoenix Convention Center
Event Services Phoenix Convention Center
Housing/Conventional All Conventional Sites
Elderly All Elderly Sites
Public Works Bldg. Maint. 2631 S. 22nd Ave.
Fleet Services 22nd Ave. Service Center
Fire Operations
Salt River Service Center
Union Hills Service Center
Glenrosa Service Center
Okemah Service Center
Fire Operations Center 150 S. 12th St.
Street Transportation Materials/Insp (1034 E. Madison)
Street Transportation Survey (1034 East Madison)
Street Transportation Traffic Signal Shop (2141 E. Jefferson)
Page 214
(Subject to Reallocation)
Site Steward Allocations
Street Transportation Inspections/ City Hall 5th Floor
Street Transportation Inspections/ Union Hills Service Center
Water Environmental and Safety 23rd Ave. (2474 S. 22nd Ave, Bldg. 31)
Wastewater Collection East Yard (3015 N. 52nd St.)
North Yard (138 E. Union Hills)
South Yard, TV, Lift Stations (2470 S.
22nd Ave.)
West Yard (4020 W. Glenrosa)
Water Meter Area 1 (1401 E. Hess)
Area 2 (6202 N. 24th St.)
Area 3 (10255 N. 23rd Ave.)
Area 4 (2333 W. Durango)
Area 5 (138 E. Union Hills)
Specialized Field Operations (3045 S.
22nd Ave.)
Water Production 24th St Water Treatment Plant (6202 N.
24th St.)
Deer Valley Water Treatment (3030 W.
Dunlap Ave.)
Union Hills Water Treatment (2001 E. Deer
Valley)
Val Vista Water Treatment (3200 E.
McDowell, Mesa)
Remotes North (21642 North 20th St.)
Remotes South (3015 N. 52nd St.)
Water Distribution Campbell Yard, Utility Locating (4436 N.
35th Ave)
Cave Creek Yard (21642 North 20th St.)
Corona Yard (936 E. Broadway)
Morten Yard (7617 N. 21st Ave.)
Reservoir Yard (3015 N. 52nd St.)
Rio Yard (3045 S. 22nd Ave.)
Wastewater Treatment 23rd Ave. Wastewater Plant (2470 S. 22nd
Ave.)
91st Ave. Wastewater Plant (5616 S. 91st
Ave.)
Water/Wastewater Specialized Svcs Electricians
Instrument & Control Specialist
Page 215
Chief Steward Allocations
Department Division
Aviation Sky Harbor All (4)
Police/Fire/Street Trans. All (3)
Public Works All (2)
Housing All (2)
Water/Wastewater
Wastewater Treat. (23rd Ave/91st Ave) All (3)
Wastewater Collections All (2)
Water Meter All (2)
Water Environmental and Safety All
Water Production All (3)
Water Distribution All (2)
Specialized Services All (2)
Lead Steward Allocations
Department
Aviation (3)
Public Works (2)
Street Transportation
Phoenix Convention Center (2)
Fire
Housing
Police
Water Services (6)
Page 216
Report
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Item text
American Federation of State, County and Municipal Employees, AFSCME Local
2960 (Unit 3) (Resolution 22206)
The City of Phoenix has met and conferred with American Federation of State, County
and Municipal Employees, AFSCME Local 2960 (Unit 3) in accordance with the terms
of Section 2-218 of the City Code, and a Memorandum of Understanding (MOU) has
been approved by the organization's membership. A copy of the proposed MOU has
been filed with the City Clerk and an opportunity for public comment was conducted at
the May 1, 2024, City Council Formal Meeting.
The following is a compensation summary in the proposed MOU:
· Non-continuous 2.5 percent of base wage
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 217
ATTACHMENT A
MEMORANDUM OF UNDERSTANDING
2024 – 2026
CITY OF PHOENIX
AND
AMERICAN FEDERATION
OF STATE, COUNTY
AND MUNICIPAL EMPLOYEES,
LOCAL 2960 AFL-CIO
REPRESENTING UNIT 3 EMPLOYEES
Page 218
Table of Contents
PREAMBLE ........................................................................................................................ 4
ARTICLE 1: Rights ............................................................................................................ 5
Section 1-1: Purpose/Gender .......................................................................................... 5
Section 1-2: City and Department Rights ........................................................................ 5
Section 1-3: Union Rights ................................................................................................ 6
Section 1-4: Rights of Unit Members ............................................................................. 11
Section 1-5: Prohibition of Strike and Lockouts ............................................................. 21
Section 1-6: New Positions and Classifications ............................................................. 22
ARTICLE 2: Grievance/Arbitration/Labor Management ............................................... 23
Section 2-1: Grievance Procedure ................................................................................ 23
Section 2-2: Labor-Management Committee ................................................................. 30
Section 2-3: Health and Safety Committee.................................................................... 31
ARTICLE 3: Compensation/Wages ................................................................................ 32
Section 3-1: Wages ....................................................................................................... 33
Section 3-2: Overtime .................................................................................................... 35
Section 3-3: Out-of-Class Pay ....................................................................................... 38
Section 3-4: Sick Leave Cash Out Formula................................................................... 39
Section 3-5: Shift Differential Pay .................................................................................. 39
Section 3-6: Stand-By Pay ............................................................................................ 40
Section 3-7: Show-up Time ........................................................................................... 40
Section 3-8: Jury Duty Pay ............................................................................................ 40
Section 3-9: Deferred Compensation Program.............................................................. 41
Section 3-10: Compensation for Approved Training ...................................................... 41
ARTICLE 4: Hours of Work/Working Conditions .......................................................... 41
Section 4-1: Hours of Work ........................................................................................... 41
Section 4-2: Rest and Lunch Periods ............................................................................ 43
Section 4-3: Clean-up Time ........................................................................................... 44
Section 4-4: Seniority .................................................................................................... 44
ARTICLE 5: Benefits ....................................................................................................... 45
Section 5-1: Health Insurance ....................................................................................... 45
Section 5-2: Dental Insurance ....................................................................................... 46
Section 5-3: Life Insurance ............................................................................................ 46
Section 5-4: Long-Term Disability ................................................................................. 47
Section 5-5: Holidays and Vacations ............................................................................. 47
Section 5-6: Uniforms .................................................................................................... 49
Section 5-7: Tuition Reimbursement ............................................................................. 52
Section 5-8: Car Insurance, Mileage Allowance, Bus Pass and Parking ....................... 53
Section 5-9: Unpaid Parental Leave / Family Leave...................................................... 53
Section 5-10: Retirement Program and Benefits ........................................................... 54
ARTICLE 6: Miscellaneous ............................................................................................. 54
Section 6-1: Saving Clause ........................................................................................... 54
Page 219
Section 6-2: Copies of Memorandum ............................................................................ 55
Section 6-3: Term and Effect of Memorandum .............................................................. 55
Section 6-4: ................................................................................................................... 56
ATTACHMENT A ............................................................................................................. 58
ATTACHMENT B ............................................................................................................. 59
APPENDIX C .................................................................................................................... 60
Page 220
PREAMBLE
WHEREAS, the well-being and morale of employees of the City are benefited by providing
employees an opportunity to participate in the formulation of policies and practices affecting
the wages, hours and working conditions of their employment; and
WHEREAS, the parties hereby acknowledge that the provisions of this Memorandum of
Understanding (hereinafter Memorandum) are not intended to abrogate the authority and
responsibility of City government provided for under the statutes of the State of Arizona or
the Charter or Ordinances of the City of Phoenix, except as expressly and lawfully modified
herein; and
WHEREAS, the parties, through their designated representatives, met and conferred in
good faith pursuant to the Meet and Confer Ordinance in order to reach agreement
concerning wages, hours, and other terms and conditions of employment of employees of
Unit III;
NOW, THEREFORE, the City of Phoenix, hereinafter referred to as the "City" and Local
2960, as an affiliate of the American Federation of State, County and Municipal Employees,
AFL-CIO, hereinafter referred to as the "Union," having reached this complete agreement
concerning wages, hours, and other terms and conditions for the term specified, the parties
submit this Memorandum to the City Council of the City of Phoenix with their joint
recommendation that body resolve to adopt its terms.
Page 221
ARTICLE 1: Rights
Section 1-1: Purpose/Gender
Whenever any words used herein in the masculine, feminine or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.
A. Recognition
The City recognizes the Union as the sole and exclusive Meet and Confer agent,
pursuant to the Meet and Confer Ordinance as amended, for the purpose of
representation regarding wages, hours, and other conditions of employment for all
regular full time and regular part time employees in positions constituting Unit III, as
certified May 22, 1978, or as may be modified by the Phoenix Employment Relations
Board (PERB).
If a court of competent jurisdiction (defined as Arizona Supreme Court or U. S. Supreme
Court) determines that "fair share" does not violate Arizona State Law, then the Union
and the City of Phoenix shall open up the contract to bargain in good faith on this issue.
If any conflict exists between the language in an A.R. or employment/ department rule
and the language of the negotiated M.O.U., the M.O.U. shall prevail.
Section 1-2: City and Department Rights
The Union recognizes that the City has and will continue to retain, whether exercised or not,
the unilateral and exclusive right to operate, administer and manage its municipal services
and work force performing those services in all respects subject to this Memorandum.
The City Manager and Department Heads have and will continue to retain exclusive
decision-making authority on matters not officially and expressly modified by specific
provisions of this Memorandum of Understanding, and such decision making shall not be in
any way, directly or indirectly, subject to the grievance procedure contained herein.
The exclusive rights of the City shall include, but not be limited to, the right to determine the
organization of City government and the purpose and mission of its constituent agencies,
to set standards of service to be offered to the public, and through its management officials
to exercise control and discretion over its organization and operations, to establish and
effect Administrative Regulations and employment rules and regulations, consistent with
law and the specific provisions of this Memorandum of Understanding to direct its
employees, to take disciplinary action for just cause, to terminate or reassign its employees
from duty because of lack of work or for other legitimate reasons, to determine the methods,
means and personnel by which the City's services are to be provided, including the right to
schedule and assign work and overtime, and to otherwise act in the interest of efficient
service to the community.
Page 222
Nothing herein shall preclude the City from being in compliance with the Americans with
Disabilities Act.
Section 1-3: Union Rights
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article. In compliance
with City Code Article XVII Employer-Employee Relations, Chapter 2-214, Public Employee
Rights (as of Feb 18, 2021), any Union release time, including that of full-time release
positions, shall count as time worked in the unit member’s job classification.
A. Union Release
The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The City and AFSCME Local 2960 have negotiated
full-time release positions, and release hours, as an efficient and readily available point
of contact for addressing labor-management concerns. Examples of work performed by
representatives using union release in support of the City include ensuring
representation for employees during administrative investigations and
grievance/disciplinary appeal meetings with management; participating in collaborative
labor-management initiatives that benefit the City and the members; serving on City and
departmental task forces and committees; facilitating effective communication between
City and Department management and employees; assisting unit members in
understanding and following work rules; and administering the provisions of the
Memorandum of Understanding. Union release is also used for authorized employees
to prepare for appeals and hearings and attend Union conferences, meetings, seminars,
training classes and workshops so that employees better understand issues such as
City policies and practices, conflict resolution, labor-management partnerships, and
methods of effective representation. The cost to the City for these release positions and
release hours, including all benefits, has been charged as part of the total compensation
package detailed in this agreement.
For a unit member whose regular shift is other than day shift, there will be flexibility in
changing his normal work hours for the purposes of attending official Labor-
Management meetings called by or with the concurrence of the Department Head or
designee.
In accordance with the City’s selection and interview process guidelines and at
management’s request, Union Designated Employees will participate in City Selection
processes.
1. Full-Time Release Positions
The President or President’s Designee and three additional full-time release
positions to be designated by the Executive Board of the Union, shall each be
Page 223
allowed up to 2,080 work hours per M.O.U. year to engage in lawful union activities,
pursuant to and consistent with this Memorandum. The full-time release employees
will be engaged in either union activities or city activities in accordance with city
administrative regulations during paid release time. The City will pay the employees’
full time fringe benefits. Time used for this purpose in excess of 2,080 hours per
position shall be at the expense of the Union, and the Union shall reimburse the City
at the applicable employee’s hourly rate of pay.
The Union will keep the Labor Relations Division apprised of the regular work
schedules of the release positions and submit leave slips for processing.
Upon return to regular City duties, a full-time release employee shall be reinstated to
his/her original position, location and schedule by seniority. In addition, any approved
leave time the full-time release employee had scheduled prior to his/her return shall
be honored by the department.
The City values and benefits from the participation of Union leaders on citywide task
forces and committees, Labor-Management work groups, and a variety of Health and
Safety committees. These activities take time away from expected tasks such as
representation and communicating with the membership and may occur outside the
regular work day of the Union officials. The full-time release positions agree to
participate in these important committees and task forces. In recognition of this
commitment, the City agrees to provide a compensatory time bank of 520 hours and
paid overtime rates for use by the full-time release positions each MOU year. The
Union will submit a written request to redeem the hours from this bank to the Labor
Relations Division no later than July 1st of each MOU year for remittance with the
second paycheck in August.
2. Union Stewards
The Union may designate 52 stewards including 10 Chief Stewards and 19 Lead
Stewards to serve as employee representatives. Such designation shall be made
from amongst employees regularly working at the job sites as specified in Attachment
"A" hereto. The Labor-Management Committee will discuss the job site allocation of
the 52 stewards upon request by either party (Attachment A). Employees must have
completed the initial City probationary period of 1 year to be eligible for designation
as a steward.
The Union shall notify Labor Relations in writing of its designations and re-
designations of stewards.
There shall be no obligation on the City, nor shall the City change or adjust
employees' permanent regular work schedules or assignments solely as a result of
such designations.
Page 224
One such steward from the Grievant’s home department and the Grievant may, after
the Grievant and the supervisor were unable to resolve the matter informally (Article
2, Section 2-1), when the Union is designated by the Grievant as his representative,
attend mutually scheduled grievance meetings with department representatives
without loss of pay or benefits during City time. One steward working in the same
department as a unit member under investigation may also attend investigative
meetings without loss of pay or benefits during City time. Stewards not from the same
department as the grievant or employee under investigation may provide
representation, however the total time spent on representation will be requested from
and charged to the bank of hours as outlined in 1-3 A 3.
Stewards with assigned City vehicles who are on duty and actively working, and are
scheduled to return to duty at the conclusion of the meeting, may use the City vehicle
to attend mutually scheduled grievance and/or labor-management meetings with
department representatives.
The unit will be allowed, subject to operational and scheduling factors and 14
calendar days advance notice, up to one shift (either 8 or 10 hours depending upon
their regular schedule) of paid release time for authorized stewards to attend a one-
time contract orientation session conducted by the Union in each year of the contract.
3. Bank of Release Hours
The unit will be allowed, during each 12 month term of this Memorandum, subject to
operational and scheduling factors and 48 hours advance notice to the Labor
Relations Division. A unit total of 4,540 hours paid release time in a bank of release
hours per M.O.U. year.
With the exception of the ten elected union officials, only one representative may be
released from the same work group on the same shift at the same time. The union
may request an exception when training is being provided by the International Union.
Approval will not be arbitrarily withheld.
Any hours used in excess of the bank of hours must be approved by the Labor
Relations Administrator and the AFSCME Local 2960 President. The number of
hours used in excess of the bank at the end of the MOU term will be deducted from
the bank of hours in the first year of the next MOU. A surplus of hours will be carried
over into the next MOU to a maximum beginning bank of 6,810.
B. Unpaid Time
Unit members may be authorized in advance in writing to engage in lawful unit-related
activities during City work hours on a non-paid basis by the City Manager or his designee
in his unrestricted discretion according to the applicable Personnel Rules. A member
selected by the Union to do unit representation work which takes the employee from his
employment with the City shall, at the written request of the Union, and subject to Civil
Service rules and the approval of the Personnel Official, be granted an unpaid leave of
absence. The leave of absence shall be in increments of no less than 3 months and
Page 225
shall not exceed 1 year, but it may be renewed or extended for a similar period upon the
request of the Union.
C. There shall be no use of official time for unit related activities except as expressly
authorized under the aforesaid sections. The City reserves the right to deny approval
of requests for use of official time for activities not expressly authorized under this
Memorandum.
D. International and Local 2960 Union Representatives
Accredited A.F.S.C.M.E. International, and designated Local 2960 Chief Steward and
Lead Stewards shall be admitted to the buildings and grounds of the City during working
hours for assisting in the adjustment of grievances, so long as such will not interfere with
any work operation or the safety and security of any work site. Such representatives will
check in with the supervisor involved and will be required to conform to the safety
regulations of the work site.
E. Payroll Deduction
1. The City shall deduct from the first and second pay warrants of Union members, in
each month, the regular periodic Union membership dues and regular periodic Union
sponsored insurance premiums pursuant to the City's deduction authorization form
duly completed and signed by the employee and transmit such deductions monthly
to the Union no later than the 14 day following the end of the pay period in which the
deduction occurs, along with an alphabetical list of all employees for whom
deductions have been made. Such deduction shall be made only when the Union
member's earning for a pay period are sufficient after other legally required
deductions are made.
2. Authorization for membership dues deduction herein under shall remain in effect
during the term hereof unless revoked in writing by the employee. Revocation of
deductions shall be accepted by the City only during the first week of July or January
of each year of the term of this memorandum to be effective the following payroll
period. The City will notify the Union of any revocations submitted to it.
3. The City shall not make dues deductions for unit members on behalf of any other
employee organization (as defined in the Meet and Confer Ordinance) during the
term of this Memorandum.
4. It is agreed that the City assumes no liability except for its gross negligence on
account of any actions taken pursuant to this section. The City will, however, as
promptly as technically possible, implement changes brought to its attention.
5. The City shall, at the written request of the Union during the term of this agreement,
make changes in the amount of dues deduction hereunder for the general
membership, provided costs for implementing such changes shall be reimbursed by
the Union at actual cost incurred by the City.
F. Facilities and Services
Page 226
Union Materials: The Union may distribute material on the City's premises (buildings
and grounds) before and after scheduled working hours or in non-work areas during
scheduled work hours provided that both the person distributing and the employee
receiving such material are on their own time.
Union Communication: The Union shall be allowed to send one union-requested
communication per month using the City Email System to communicate with Unit 3
employees. Requests will be processed through Labor Relations. Issues stemming from
this agreement will not be subject to the grievance procedure and will be discussed in
labor-management meetings.
Union Website: The Union’s web page shall be listed as a link on the City’s Intranet
home page as one of the City’s Employee Resources.
Union Bulletin Boards: The City shall provide the Union with bulletin boards for its use
in communicating with its members at mutually agreeable locations. The City shall grant
sole and exclusive use of such bulletin boards to the Union. The City will provide glass-
enclosed, locking bulletin boards (standard to be set by the City) for any new City facility
where five or more Unit 3 employees will be assigned. The Union may request that two
existing bulletin boards be replaced with glass-enclosed, locking bulletin boards
(standard to be set by the City) each contract year, provided at least five Unit 3
employees are assigned to the requested locations. Lost keys will be replaced with the
full expense charged to the party that lost them (meaning City or Union). Damaged
bulletin boards will be replaced with the cost split equally between the City and the
Union.
Material which is not abusive of any person or organization, which complies with laws
regulating the political activities of City employees, and which is not disruptive of the
City's operations, may be posted or distributed, provided that such material is submitted
to the City and also signed by an authorized official of the Union. The Union may grieve
any refusal by the City to approve posting or distribution of submitted material. The City
will not arbitrarily disapprove submitted material.
New Employee Orientation: The Union shall have the right to meet with each new unit
member for 1 hour during the scheduled Human Resources Department’s new
employee orientation before or after lunch for the purpose of informing each such new
employee of the Union and of that member's right to have Union dues deducted from his
pay warrant. Additional time will be allotted – in addition to new employee orientation –
in departments that have new employee orientation.
Where possible, Unit III becomes a participant in the appropriate electronic distribution
lists for promotions, seamless service, City Connections and/or educational
opportunities.
Employee Lists: Upon the Union’s filing of a Third Party Data Sharing agreement with
the HR Department, the City shall provide electronically, at no cost, a list of unit members
which includes the following: Emp ID, First Name, Last Name, Initial, Deduct, Service
Date, Dept ID, Department, Job Title, Job Locator Code, Work Location, Mailing
Page 227
Address, City, State, Zip, Home Phone, Work Phone, active Union deduction, a monthly
list of employees newly added to Unit 3, and a list of Unit 3 employees who have left
the unit. (This includes unit members who retire, promote, quit, are terminated, or pass
away). The City shall provide the Union a list of all Unit 3 vacancies monthly. Any and all
information furnished by the City shall be used by the Union solely for the purpose of
communicating with unit members, other legitimate union purposes, and shall not be
shared with any other individual or organization.
G. The Union shall be allowed $14,000, reimbursable to the Union by the City each fiscal
year, for designated members of the local to attend schools, conferences, workshops
and training to develop skills in effective member representation, conflict resolution
techniques, labor-management cooperation, and other employee relations areas that
promote cooperative and harmonious relationships. The Union will submit receipts for
reimbursement by the City. If the entire $14,000 is not used , the balance will carry over
into the next fiscal year; however, the total fund balance must not exceed $28,000, and
any funds in excess of $28,000 will expire.
The Labor Relations Administrator will continue the practice of providing the union
information concerning grievance and arbitration cases. The union agrees that they will
be reasonable in making these requests for information.
Section 1-4: Rights of Unit Members
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.
All unit members have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or non-membership in the
Union or any other organization.
All unit members have the right to be treated in a manner which is fair and impartial in
any matter associated with the rights of unit members under the specific express terms
of this Memorandum of Understanding.
No unit employee shall suffer reprisal for the exercise of rights granted by this MOU.
A. Unit employees have the right to be represented by the union and the union reserves
the right to provide representation to its members in dealings with the City concerning
grievances, and matters pertaining to their individual employment rights and obligations,
and during an investigatory interview concerning allegations focused on the employee
which may result in disciplinary action.
B. Supervisors are encouraged to discuss concerns and attempt to resolve those concerns
with an employee without utilizing a formal investigatory process. Supervisors are
encouraged to not utilize an investigatory process unless they have a reasonable belief
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that discipline (a written reprimand or higher) could result. Should information be made
during a conversation to attempt to resolve an issue that could result in discipline, the
supervisor will stop the meeting and utilize an investigatory process as outlined below.
Any interview becomes investigatory when facts or evidence sought by management
may result in a disciplinary action.
• An employee is entitled to Union representation if the employee reasonably believes
that the investigatory interview will result in disciplinary action and the employee has
requested representation from their union.
C. The City may, at its sole discretion, either conduct investigatory interviews with
employees or issue employees written questions in order to provide the employee an
opportunity to gather additional information. In either case, a Notice of Inquiry (NOI) form
will be used. The intent of the NOI is to clearly put employees on notice that they are
under investigation that could result in discipline, inform them of the nature of the
allegations against them, and inform them of their right to representation.
D. If the City elects to issue written questions to the employee, the following shall apply:
1. If an NOI is being issued and there is no active questioning, representation is not
required.
2. The employee will have 72-hours excluding holidays and N-days to respond in writing
and provide any other material requested. This deadline may be extended by mutual
agreement if there are extenuating circumstances.
E. If the City elects to conduct an investigatory interview, the following shall apply:
1. Prior to the employee being interviewed, the employee shall be advised of their right
to a representative.
2. The NOI form will be issued at the meeting.
3. The union representative may engage in meaningful representation, including but
not limited to assisting and consulting with the employee, attempting to clarify the
facts or questions asked, and suggesting other employees or witnesses who may
have knowledge of the underlying issues. The union representative cannot speak on
behalf of the employee or impede the progress of the interview.
4. The member or representative may ask for a caucus during the meeting. The
caucusing party will attempt to keep the caucus to reasonable timeframes.
5. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the employee. The member shall be allowed
to seek advice and counsel from their representative in caucus during the interview.
6. The union representative may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.
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7. Prior to the conclusion of the meeting, the member or representative shall have the
opportunity to make a closing statement.
8. If the department requires a written statement at an investigatory meeting, the
employee will be given up to one hour of City time to write the statement. Additional
time may be granted at the sole discretion of the department and will not be withheld
arbitrarily.
9. The employee will be provided with a copy of the interview notes and given 72 hours
excluding the employee's holidays and N-days to confirm their answers and provide
any additional information.
10. Except for emergency situations, the unit employees shall have a minimum of 48
hours excluding the employee's holidays, N-days as well as weekends (Saturday
and Sunday), to arrange for union representation when the member is the subject
of an administrative investigatory interview. The union representative will make every
reasonable attempt to arrive within the 48 hours. No reasonable request for an
extension will be arbitrarily denied. An employee may waive the 48-hour time
requirement if the employee is not opting for representation.
11. Employees will be provided with the NOI cover sheet (and attachment if applicable)
listing the allegations against the employee 48 hours in advance of the investigatory
interview, however, the NOI/interview questions will not be provided in advance.
F. Regardless of whether the City elects to interview the employee, or issue written
questions, the following shall apply:
1. The employee will be instructed not to speak to anyone regarding an investigation.
This restriction does not apply to the union, the employee's family or clergy, the
investigator, or chain-of-command.
2. The employee will be advised if the inquiry is supervisor initiated or the result of a
citizen complaint, employee/co-worker complaint, or other.
3. The member shall also be informed that none of their statements, nor any information
or evidence which is gained by reason of such statements, can be issued against
them in any criminal proceedings.
4. A unit member shall receive a copy of any statement that they are asked to sign.
5. An employee under investigation will be notified in writing every 90 calendar days as
to the current status of the investigation. Every 30 days, an employee under
investigation may request a status update. At management's discretion, the status
will be provided either verbally or in writing. This will include a brief description of the
number of known witnesses still to be interviewed and other investigate processes
remaining to be completed, as well as an estimated date of completion.
G. Misc.
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1. A unit member identified solely as a witness will not be prevented from reaching out
to the union on their own time to consult with a union representative prior to their
interview.
2. Only paperwork pertaining to any completed NOI investigation resolved as sustained
will be kept in an employee's personnel files.
3. This article applies to all regular full-time and regular part-time employees in Unit 3
positions, this includes probationary employees.
4. In addition, Police employees are covered in Section 1-4.P.
5. If a Union Steward is requested by management to hold over or is called in from
home by a supervisor to represent an employee at a meeting required by
management, the Union Steward will receive overtime compensation for actual time
held over or a minimum of 1 hour if called in from home.
6. Employees have the option to bring a union steward for purpose of observation to a
scheduled meeting where a suspension, demotion or termination is being issued by
management.
7. See Section 1-4N for retention schedule.
H. Unit employees will be permitted to apply and/or compete in a transfer process while in
a pending investigation. The transfer process will not be delayed pending the conclusion
of the related investigation.
I. The City will provide to the employee a copy of the Citywide completed accident
investigation and any other material the City plans to present at the Citywide Accident
Review Board hearing. This material will be supplied as quickly as possible after the
material has been prepared.
J. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article unless otherwise specified in this MOU. The employer shall count as time
worked any hours or fractions of hours spent within the employee's regular work shift in
pursuit of benefits provided by this Article.
K. Any unit member covered hereunder shall, on his request and by appointment, be
permitted to examine his personnel file and/or supervisor file, in the presence of an
appropriate supervisory official of the Department. The unit employee may authorize in
writing a union representative to examine their personnel and/ or supervisor file on their
behalf. The employee is entitled to designate 1 person of his choosing (lawyer, union
representative, close friend, etc.) to accompany him in reviewing his file. The employee,
however, must be present at the review. In addition, the unit member may, at his
discretion, attach rebuttal statements to any material contained in his personnel file
and/or supervisor file, which may be of a derogatory nature. No unit member shall have
any adverse statements entered into his personnel file without the member being
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informed by a supervisor. The employee shall be requested to date and sign such
adverse material, not as an indication of agreement, but solely as evidence of being
advised of its existence. If the unit member requests, he shall receive a copy of the
material in question. Medical information should be maintained in a separate confidential
file.
1. The City will establish a logging system within the department and central personnel
file. The log will identify the date, name of the person (other than Human Resources
staff) that examined the file, and purpose.
2. If an employee is not given their performance evaluation by the annual review date
the employee's merit increase will be processed within 21 calendar days following
the above due date and be retroactive to the performance evaluation annual review
date. (If an over all "met").
Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types
of discipline, which may be considered for the duration of employment (and upon the
employee’s return to employment, if applicable):
Sustained discipline of 40-hour suspension or greater of the following types:
• The employee has been abusive or threatening in attitude, language, or conduct
towards fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift, or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-3101),
excepting a pocket knife (as provided in ARS 13- 3102) at a City worksite1, unless
such employee is a police officer. 1 (A worksite includes not only City buildings
and property, but also City vehicles and private vehicles while being used on City
business, and other assigned work locations.)
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or the
property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-discrimination
policies.
• The employee committed a violation of the City’s Ethics Policy.
• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.
• The employee has committed a Class 3 violation of use of force (For enforcement
positions within the Police Department).
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L. The City will comply with provisions of A.R.S. Sec. 12-2506, paragraph D, subparagraph
1, and assume responsibility for the actions of any Unit III employee in a legal proceeding
for personal injury, property damage, or wrongful death, when it is demonstrated that
the employee was performing his regularly assigned duties without malice or any degree
of negligence.
M. The City shall notify employees in writing of any new policies and/or revision in City or
written department policies affecting Unit III employees. Notice shall remain available
for not less than 21 working days. Review of policy revisions shall be included in
employee meetings and shift briefings when appropriate and practical to do so. The City
will notify employees of new or revised written City or Department policies affecting Unit
employees as soon after release as possible.
N. A coaching is a verbal discussion or meeting with an employee to actively discuss any
problem with the employee. A coaching is not to be considered a first offense for
purposes of progressive discipline. A written record of a coaching may be placed in the
supervisor’s file. A coaching is to be one-on-one. When 2 or more supervisors are
present at the coaching, the employee will be allowed a representative at the employee’s
request. An employee may receive more than 1 coaching for a similar matter. A
coaching given to a unit member cannot remain in a supervisor’s file for more than 1
year from the date of incident provided no further incidents of a similar nature occur
during this 1 year period.
A supervisory counseling is a written warning that the supervisor shall document in
memo form. A supervisory counseling is not discipline. They are to be used to determine
only notice to the employee and credibility. The supervisory counseling shall be initialed
or signed by the unit member within 2 weeks of being advised that the counseling has
been issued.
If a supervisory counseling is to be used in any disciplinary or personnel action or any
performance rating, the employee will be given the supervisory counseling in memo
form, that identifies the behavior requiring improvement, the reason for the improvement,
and the consequences of continuing the unacceptable behavior. The memo will contain
a line for the employee’s signature and above the line the statement: “The employee
shall date and sign the supervisory counseling, not as an indication of agreement, but
solely as evidence of being advised of its existence.” The employee will receive a copy
of the memo.
A supervisory counseling will only be retained in the supervisor’s file. It will not be placed
in the employee’s personnel file.
Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
Coachings/Supervisory in file. Not maintained Not maintained
Remove annually
Counselings in file. in file.
(from the date of
incident)
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provided no
further incidents.
Maintain copy
in file. Maintain copy Maintain original
Remove annually in file. in file.
Written Reprimands (from the date of Employee may Employee may
incident) request to remove request to inactivate
provided no after 3 years. after 3 years.
further incidents.
Maintain copy in Maintain original in
Suspensions Maintain copy file. file.
in file. Employee may Employee may
(other than below)
Remove annually request to remove request to inactivate
(from the date of after 10 years. after 10 years.
incident) Maintain original in
Discipline as provided no Maintain copy in
file.
discussed in section further incidents. file.
May not be
1-4.K.2 Cannot Remove
inactivated
The official discipline record is maintained in the Personnel File by the Human
Resources Department. Copies maintained in either the Supervisory and/or Department
files are not the official record. Employees may request to remove/inactivate eligible
documents based on the above criteria. Official records may only be inactivated and not
removed.
If an employee receives a written reprimand during the rating period, the supervisor will
document the improvement required in the employee’s performance evaluation without
documenting the issuance of discipline.
The City continues to retain the format used for corrective action/discipline, including
forms, technology, etc.
Documents or notes maintained in a supervisor’s file will not be used in future
disciplinary actions (Grievances or Civil Service Board) unless the unit member has
been previously made aware of the existence of the performance/conduct concerns.
A unit member who receives a written reprimand, suspension or demotion upon request
will be provided a copy of the investigative summary (if any exists) supporting the written
reprimand, suspension, or demotion at the time the unit member receives the discipline.
An employee who receives a written reprimand, suspension, or demotion may request
a copy of the information upon which the discipline was based and will be provided a
copy at no cost to the employee.
If a unit employee is suspended, it is understood that a suspension day is defined as 8
hours. For employees working a 4-10 schedule, the other two hours of the work day
would be accounted for at the sole discretion of management.
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Unit members may serve suspensions of more than 40 hours on an alternating weekly
schedule.
After a separation notice has been signed by the appropriate authorities, and if the unit
member is given the opportunity to resign, the unit member will have two hours to consult
with a representative.
Unit members are entitled to representation if a "Not Met" performance evaluation is
appealed and is at the Executive Level (Assistant Director or Director) or when
management has more than one representative at the meeting to discuss the appeal of
the performance evaluation.
A unit member shall receive a copy of any statement that they are asked to sign.
Employees will be notified of performance issues as they occur or are discovered.
Employees may appeal “Not Met” ratings on their performance evaluations.
O. City employees who are on duty and are, either witnesses, charging parties, appellants
or grievants may attend grievance, Civil Service, Phoenix Employment Relations Board
(P.E.R.B.) and Accident/Collision Review Board hearings and/or meetings on city time
provided 1) it is for their particular case which is either scheduled or on the public
meeting agenda for that date and time and 2) Once a witness testimony has been
concluded, or if a grievant, charging party or appellant once that agenda item has been
completed of if the grievance meeting concluded, unless they have made other
arrangements in advance with their immediate supervisor’s approval, they will promptly
return to work. Management reserves the right to restrict the number of witnesses who
can be off of the job at any one time but will cooperate in rotating witnesses from the
workplace so as to minimize the impact to operations and service to the public. For
group grievances, the group will be allowed to select no more than two non-witness
members of the group to attend the proceeding. These do not have to be the same
group members for each step or meeting of the entire proceeding. As a matter of
courtesy, employees will give management as much notice as possible.
P. Rights and Disciplinary Matters (Police Department)
1. Unit members of the Police Department have the right to appear before the
Departmental Disciplinary Review Board when disciplinary matters are brought
before the Board involving the unit member which may lead to demotion, suspension
or discharge.
a) The purpose of such appearance is to give the unit member an opportunity to
respond to the assertions made against him.
b) The Department shall notify the unit member 10 calendar days prior to such
opportunity to respond to the Board. The notification shall contain the date, time,
violation(s) and basis of each violation that has been partially or wholly sustained.
In addition, the unit member, if he chooses, may meet with his immediate
supervisor along with his second level supervisor, or the unit member’s
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bureau/precinct commander for the purpose of discussing the basis of each
violation to be reviewed by the DRB. If the immediate supervisor conducted the
investigation, the unit member, if he chooses, may meet with the next supervisor
in his chain of command.
Such request shall be made in writing to the unit member’s immediate supervisor.
Also, the unit member, if he chooses, may be accompanied by a unit
representative at either meeting.
At the pre-DRB meeting, the unit member shall be afforded a reasonable
opportunity to review the written investigation.
Realizing that in some cases there may be information that would be detrimental
to the department’s ability to conduct misconduct investigations, that information
may be deleted. However, all other information will be available for review.
The unit members under investigation may request an edited copy of the DRB
packet at no cost to the unit member. The City has 7 calendar days from the date
of request to provide above-mentioned packet. If this information is provided to
the unit member, there shall be no pre-DRB meeting.
The unit member may, at his discretion, appear before the Board with a unit
representative of his choosing, and may state his reasons why the proposed
action is unjustified.
The unit member may submit relevant written matter in support of his position.
2. Any unit member under investigation by Professional Standards or a Police
Department Supervisor for a disciplinary matter, and who is interviewed or
interrogated shall be given a written notice of investigation (Form 80-58DB) informing
him of the nature of the investigation and his status in the investigation. In addition,
the unit member and/or the Police Department supervisor/internal affairs
representative may mechanically record such interview/interrogation. Should any
mechanical recordings take place, the department reserves the right to transcribe
any such interview/interrogation for the purpose of verifying the accuracy of the
interview/interrogation and, if requested, the unit member shall sign the transcription
if it is accurate.
The unit member may request a copy of the above recording. In order to receive this
copy, the unit member may be asked to provide Professional Standards with a
current appropriate medium to record the copy. The unit member shall not receive
additional pay for picking up or dropping off this recording.
The employee shall be given the above-mentioned written notice of investigation at
the onset of the misconduct interview and prior to the employee being requested to
prepare a written statement. If the employee is requested to prepare a written
statement, the employee may request 1 hour to contact his Union representative
prior to making the written statement. When a unit member is given a written notice
of investigation (Form 80-58DB), other than the investigating supervisor/s, the only
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persons the unit member may speak to concerning the investigation are their
attorney, minister, unit representative, or spouse not involved in the investigation.
When the investigation is completed, the accused employee will be notified in writing
of the findings.
A Professional Standards Bureau investigator will make available for review by the
unit member and the representative any video, audio, or photographs that are being
used as the basis for an allegation of misconduct. The investigator will not
intentionally misrepresent any fact or material issue to the unit member.
3. Unit members have the right to representation in dealings with the City concerning
grievances and investigatory interviews with a Police Department supervisor in a
disciplinary matter which may lead to suspension, demotion or termination. The
representative must be a bargaining unit member. The bargaining unit representative
will be the most readily available unit representative. The employee will be allowed
to seek advice and counsel from their representative during caucus and prior to,
during, and after the interview. Prior to the conclusion of the meeting, the member,
or representative on behalf of the employee, will have the opportunity to make a
closing statement. If a unit member is called to an investigatory interview with a
Police Department supervisor for a disciplinary matter which may lead to a Written
Reprimand, the conversation shall be mechanically recorded by the supervisor and,
if requested, the unit member shall receive a copy of the recording. Further, if
personally requested by the unit member, representation will be allowed during a
Professional Standards investigatory interview/interrogation concerning allegations
focused on the unit member which may result in disciplinary action against him for
violation(s) of the City or department work rules and regulations. The representative
must be a bargaining unit member. The representative will be the most readily
available unit representative. The employee will be allowed to seek advice and
counsel from their representative during caucus and after conclusion of the interview.
Prior to the conclusion of the meeting, the member, or representative on behalf of
the employee, will have the opportunity to make a closing statement.
The Union representative may assist and consult with the employee, attempt to
clarify the facts or questions asked, and suggest other employees or witnesses who
may have knowledge of the underlying issues. The Union representative may not
turn the meeting into an adversarial proceeding, unduly disrupt the interview,
interfere with the objective of the examination, or compromise the integrity of the
interview. The Union representative may not interrupt the employee’s response to a
question or prevent the employee from responding to a question. The Union
representative also may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.
During the interview, the interviewer may insist that he is only interested in hearing
the employee’s own account of the matter under investigation at that time. The
interviewer may not prohibit the Union representative from engaging in meaningful
representation, including assisting and consulting with the employee.
If a supervisory counseling is to be used in any disciplinary or personnel action or
any performance rating, the employee will be given the Supervisory Counseling in
Page 237
memo form, that identifies the behavior requiring improvement, the reason for the
improvement, and the consequences of continuing the unacceptable behavior. The
memo will contain a line for the employee's signature and above the line the
statement, the employee shall date and sign the supervisory counseling, not as an
indication of agreement, but solely as evidence of being advised of its existence," will
be included. The employee shall date and sign the supervisory counseling, not as
an indication of agreement, but solely as evidence of being advised of its existence.
The employee will receive a copy of the memo.
Only paperwork pertaining to any completed N.O.I. Investigation resolved as
sustained will be kept in an employee's file.
Attendance at the Police Department Disciplinary Review Board (DRB) is optional.
An employee may attend or not attend; it is his or her individual choice. If an
employee declines to appear before the DRB, comments made during deliberations
of the Board will not be presented to the Civil Service Board and the fact that the
employee did not appear before the DRB will not be held against the employee. The
employee may, at his or her discretion, appear before the Board with a representative
of his or her choosing and may state his or her reasons why the proposed action is
unjustified. The employee and his or her representative may passively observe all
presentations made to the Board and all responses made to questions by Board
members. The employee and non-board members will be excluded from the room
during Board deliberations. In addition, a representative from Labor Relations will
be present as a passive observer at the DRB at the union's request.
If a Polygraph examination is required of a unit member, a unit representative may
monitor the audio/video-taped examination from the monitoring room.
Q. Crime Scene Specialists, Detention Officers, and Police Assistants assigned to
Enforcement positions in the Police Department shall be permitted to work out on
their "Code 7" at Police Department facilities.
Unit employees who work out on their "Code 7":
Are required to remain in workpants/boots.
Must adhere to Operations Order 4.1 (Meals and Breaks);
Must submit a workout memo through the Chain of Command to the Department
Fitness Coordinator;
Must adhere to Operations Order 3.7 (Industrial Injuries);
Must limit their activity to Strength Training/Cardio Training;
May not work out on their "Code 7" during overtime shifts; and,
May not work out during the last 2 hours of their duty shift, unless approved by their
supervisor.
Program viability will be reviewed annually by the Police Chief and the program may
be cancelled at that time.
Section 1-5: Prohibition of Strike and Lockouts
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A. The Union pledges to maintain unimpaired municipal services as directed by the City
and neither the Union nor any of its agents will authorize, institute, engage in a
slowdown, work stoppage, or strike against the City. During the term of this
Memorandum, neither the City nor its agents shall authorize, institute, aid or promote
any lockout of unit members covered by this Memorandum.
B. The provisions of Section 2(17) and Section 13 of the Meet and Confer Ordinance are
expressly incorporated herein.
Section 1-6: New Positions and Classifications
A. The City shall give written notice to the Union 30 days in advance of a position being
reallocated or reclassified such that the position is removed from the unit.
The parties agree to consult on the inclusion or exclusion of new classification(s) in the
bargaining unit and may thereafter refer any such matter, jointly or individually, to the
Phoenix Employment Relations Board (PERB) for appropriate action.
The City shall give notice to the Union within 10 working days whenever a classification
or compensation study is undertaken that includes active positions belonging to the
Union. The City shall notify the affected Union of the results and recommendations
resulting from any study 30 calendar days prior to that study being presented to the
Human Resources Committee. It should be noted that there is no guarantee, either
expressed or implied that changes to a classification or its grade and salary range will
result from a study.
The Union may submit a prioritized written request of classifications specific to the unit
that they wish to have studied. All written requests shall include a full explanation of why
the classification should be studied. This explanation shall indicate whether the Union is
requesting a full classification study (including job levels and job architecture) or if the
request is limited to a compensation review to assess market competitiveness and grade
and salary levels. At least two requests by the Union shall be started by the Human
Resources Department in order of their ranking per contract year.
The Human Resources Department shall provide the Union with an opportunity to meet
with the person conducting the study prior to preparation of any report or
recommendations.
The Human Resources Class & Comp Division will meet monthly with Unit 3
leadership to discuss issues related to classifications brought forward as a result
of the 2023 citywide classification and compensation study.
B. The City will schedule a meeting with the Union, with a minimum of seven calendar days’
notice, to discuss management recommendations for contracting of work presently
being performed by unit members which would directly result in a reduction in the
number of regular unit positions during the term of this agreement. The meeting will
occur prior to any final recommendation to the City Council. Failure by the City to meet
with the Union under this Article may be subject to the Grievance Procedure (Article 2,
Page 239
Section 2-1) of this MOU. The management recommendation, and final decision thereon
by the City, shall not be subject to the Grievance Procedure (Article 2, Section 2-1) of
this MOU. The City shall endeavor to meet with the Union at least 30 days prior to
elimination of any Unit 3 positions. Notice in writing shall be given to the Union prior
to the City doing RFP if it involves Unit 3 employees.
The parties agree that they will continue to work together in a mutual effort to
address the concern of the erosion of the bargaining unit. As a pilot program for
2024 and 2025, the Division of Labor Relations will meet with the unit on a periodic
basis, but not less than twice per year, to discuss any concerns.
ARTICLE 2: Grievance/Arbitration/Labor Management
Section 2-1: Grievance Procedure
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.
A. Informal Resolution
1. As a matter of good labor-management relations a unit member who believes that
they have a bona fide grievance must discuss and attempt to resolve it with his
immediate non-unit supervisor.
2. If such informal discussion does not resolve the problem to the unit member's
satisfaction, the unit member may file a formal grievance in accordance with the
following procedure:
B. Definition of Grievance
1. A "grievance" is a written allegation by a unit member, submitted as herein specified,
claiming violation(s) of the specific express terms of this Memorandum for which
there is no Civil Service or other specific method of review provided by State or City
law.
2. The City continues to retain the format used for grievances, including forms,
technology, etc.
3. A grievance which does not meet the requirements set forth in this Article shall be
null and void and will not be processed in accordance with this procedure.
C. Procedure
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In processing a formal grievance, the following procedure shall apply:
A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.
Step 1
The unit member shall reduce the grievance to writing by signing and completing the
grievance form provided by the City, and submit it to the second line supervisor
designated by the City or City designee within 14 calendar days of the initial
commencement of the occurrence being grieved or when the employee had reasonable
cause to become aware of such occurrence. Either party may then request that a
meeting be held concerning the grievance or they may mutually agree that no meeting
be held.
The second line supervisor shall, within 14 calendar days of having received the written
grievance or such meeting, whichever is later, submit a response thereto in writing to
the Grievant and the Grievant’s representative if any. The time period for an appeal
begins when an email is sent to the Grievant's representative. (Grievance responses
may be emailed. Email to officestaff@afscme2960.org or local’s current email approved
by Local President. It is recommended that the fax is sent when the copy is given to
employee). The parties by written mutual agreement may skip from Step 1 directly to
Step 2 of the grievance procedure.
Step 2
If the written response of the Step 1 does not result in resolution of the grievance, the
Grievant may appeal the grievance by signing and completing the City form and
presenting it to the second level of review (Department Director designated by the City)
within 14 calendar days of the Grievant’s receipt of the Step 1 response.
Either party may request that a meeting be held concerning the grievance or may
mutually agree that no meeting be held. Within 14 calendar days of having received the
written grievance or the meeting, whichever is later, the second level of review shall
submit a response to the grievance to the Grievant and the Grievant’s representative, if
any. The time period for an appeal begins when an email is sent to the Grievant's
representative. (Grievance responses may be emailed. Email to
officestaff@afscme2960.org or local’s current email approved by Local President. ).
The parties by written mutual agreement may skip from Step 2 directly to Step 3 of the
grievance procedure.
Step 2.5
After the Step 2 response, but prior to review by the Grievance Committee, the parties
involved may mutually agree to submit the grievance to Labor Relations. The grievance,
as originally written and Step 1 and Step 2 responses, must be submitted to Labor
Relations within 14 calendar days of receipt of the Step 2 response. Labor Relations
shall, within 14 calendar days of the receipt of the grievance, meet with the department
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head, or designee, and the Grievant and the Grievant’s representative, if any, in an
attempt to resolve the grievance. Labor Relations shall then submit a written response
to all parties within 14 calendar days of the meeting.
Step 3
a. If the written response of the Step 2 (or 2.5 if applicable) does not result in resolution
of the grievance, the Grievant and the Union may, within 14 calendar days of having
received the Step 2 response, appeal the grievance by signing and completing the
City form and presenting it to Labor Relations. The time period for an appeal begins
when an email is sent to the Grievant's representative. (Grievance responses may
be emailed. Email to officestaff@afscme2960.org or local’s current email approved
by Local President. ). A Grievance Committee hearing will be scheduled at which
the Grievant shall be afforded the opportunity to fully present his position.
The Grievance Committee will consist of:
Chairman: A City of Phoenix Department Director or a member of the City
Manager’s Executive Staff or a retired City Manager’s Executive Staff (at no cost)
as selected jointly by the Labor Relations Administrator and the Union President
through a pre-established list.
Member: A mutually agreed upon neutral member.
Member: The President or the President's designee of another civilian
union/association, other than the Grievant’s, representing employees with the
City.
At the beginning of each MOU year, the Union and the City will each select 5
Department Directors or members of current or retired City Manager’s Executive
Staff to serve on the Grievance Committee. No selected Department Director or
Executive Staff member will serve as a committee member when the grievance
involves his/her assigned department. Staff support to the Committee during the
hearing will be provided by Human Resources Department staff.
Before each Grievance Committee, the Labor Relations Administrator and the Union
President will either mutually agree upon one of the names, or the parties will take
turns striking names and the final name will be selected. Labor Relations staff will
then schedule the Grievance Committee meeting.
Labor Relations shall, within 10 calendar days of receipt of the appeal, schedule a
Grievance Committee hearing regarding the grievance at which the Grievant shall
be afforded the opportunity to fully present his position and to be represented. A
Grievance Committee meeting shall be held within 60 calendar days of receipt of the
appeal which may be extended upon mutual agreement. The Grievance
Committee shall, within 10 calendar days of the conclusion of the hearing, make
advisory recommendation on the grievance and submit it to the City Manager for final
determination for those employees who have elected to use this procedure instead
of arbitration.
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The Grievance Committee shall submit findings and advisory recommendation(s) to
the City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the Grievant and his designated representative.
b. In lieu of such hearing, the Grievant and the Union may jointly invoke the following
procedure by submitting written notice to the Labor Relations Division within 14
calendar days of having received the Step II response. If the Grievant and the Union
so elects in writing within the above time limit, in lieu of such Grievance Committee
hearing, the grievance may be reviewed by an arbitrator.
The parties, or their designated representatives, shall agree on an arbitrator, and if
they are unable to agree on an arbitrator within a reasonable time, either party may
request the Federal Mediation and Conciliation Service to submit to them a list of 7
arbitrators who have had experience in the public sector. The parties shall, within
10 calendar days of the receipt of said list, select the arbitrator by alternately striking
names from said list until one name remains. Such person shall then become the
arbitrator. The arbitrator so selected shall hold a hearing as expeditiously as possible
at a time and place convenient to the parties, and shall be bound by the following:
i. The arbitrator shall neither add to, detract from nor modify the language of the
Memorandum or of departmental rules and regulations in considering any issue
properly before him/her.
ii. The arbitrator shall expressly confine him/herself to the precise issues submitted
to him/her and shall have no authority to consider any other issue not so
submitted to him/her.
iii. The arbitrator shall be bound by applicable State and City Law.
The arbitrator shall submit findings and advisory recommendations to the Grievant
and the City Manager, or their designated representatives. The cost of the arbitrator
and any other mutually incurred costs shall be borne equally by the parties. The City
Manager shall make the final determination of the grievance and submit it in writing
to the Grievant and his designated representative.
D. Union Grievance
The Union may, in its own name, file a grievance that alleges violation by the City of the
rights accorded to the Union or unit employee by the specific terms of this Memorandum.
The Union shall file such grievance at Step 3 of the Procedure.
E. Group Grievance
When more than one unit member claims the same violation of the same rights allegedly
accorded by this Memorandum, and such claims arise at substantially the same time
and out of the same circumstances, a single group grievance may be filed in the name
of all such members. Such group grievances shall be filed at the Step of this Procedure
which provides the lowest level of common supervision having authority over all named
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Grievant’s. Each unit member that is a party Grievant must be named and must sign
such group grievance.
F. Time Limits
If the City fails to answer a grievance within the time limits specified in Section 2-1 C, it
shall be deemed to have been denied and may be appealed to the next step under the
Article. If the Grievant or the Union fail to comply with said time limits, the grievance
shall be deemed to have been withdrawn without prejudice. The parties may extend
time limits by mutual written agreement in advance.
G. Notice to Union of Grievance Resolution
The City will put the Union on notice of proposed final resolutions of grievances where
the Union has not been designated as the Grievant’s representative for the purpose of
allowing the Union to ascertain that a final resolution will not be contrary to the terms of
this Memorandum.
The City will ensure that a copy of every M.O.U. grievance filed by a unit member,
including the response from management, is forwarded to the Union at each step of the
process.
H. The City will not discriminate or retaliate against employees because of their exercise of
rights granted by this Article.
I. Regular full-time and regular part-time employees are covered by this grievance
procedure.
J. Employer grievances, should they occur as a result of Official Union activities or actions,
including the failure to act as required under this agreement, will be presented directly
to the Union president or any officer of the Union within 14 calendar days of the
occurrence prompting the grievance. The President, or designee, shall in each case
provide a written answer within 14 calendar days from receipt of the grievance.
Unresolved employer grievances may be submitted to arbitration pursuant to Step 3
herein, provided that the employer shall bear the costs of the services of the arbitrator.
K. Municipal Court
It is understood concerning the administration of this grievance procedure in the
Municipal Court, specifically Steps 2 and 3 that the designated "Department Head" is
the Executive Court Administrator, and the "City Manager's Office" or "City Manager"
shall mean the Presiding Judge, or his designee as provided in the procedure.
L. The City will be responsible for notifying the Grievant of any grievance meeting by work
and personal email (if available in eCHRIS), to include date, time, and place of any
grievance committee hearing. A copy will be sent to the Union by email to
officestaff@afscme2960.org. If a City representative or if the Grievant does not appear
at the Grievance Committee hearing, the party not appearing shall lose the grievance.
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M. Arbitration
1. Independent Arbitrator:
Any unit member who is a classified employee having completed the prescribed
probationary period who has received a disciplinary demotion, suspension, or
discharge, and has a right to appeal that disciplinary action pursuant to the Personnel
Rules, may under the provisions of this article request the Civil Service Board appoint
as a hearing officer an independent arbitrator selected pursuant to the procedures
described in Section 3 below.
2. Appeal:
The Union, on behalf of the member, may request the selection of an independent
arbitrator as the hearing officer for a Civil Service Board appeal of a disciplinary
action. Such request must be made within 14 calendar days after the date of service
of notice of the order of suspension, demotion, or dismissal on him personally, or 21
calendar days from the date of mailing by certified mail the notice of the order of
suspension, demotion or dismissal. The request must be in writing and must state
specific allegations in the discipline notice with which the employee disagrees. The
request must be personally delivered to the Board or deposited in the United States
mail, certified return receipt requested, postage prepaid, addressed to the office of
the Civil Service Board, within the above-stated time.
The Union on behalf of the employee will also immediately thereafter file copies
thereof with the complainant department head and the City Attorney. At the time the
Union files the request for hearing, it shall set forth whether the hearing will be public
or private.
3. Selection of Arbitrator:
Once an independent arbitrator is requested for a hearing, the Labor Relations
Administrator or his designated representative on behalf of the City and the Union
president or his designated representative on behalf of the member will agree on an
independent arbitrator within 10 calendar days after approval and appointment by
the Board of the appeal request. If an agreement on an independent arbitrator
cannot be reached within said 10 calendar days, either party may request that the
Federal Mediation and Conciliation Service (FMCS) or the American Arbitration
Association (AAA) provide a list with the names of 7 arbitrators with public sector
experience. In requesting such lists, the parties will stipulate that arbitrators should
be from within Arizona.
The parties will, within 7 calendar days of the receipt of the list, select the arbitrator
by striking names alternately until one name remains. The remaining name will be
designated as the independent arbitrator appointed by the Civil Service Board as the
hearing officer for the appeal. The parties will jointly communicate with the chosen
arbitrator to advise him of the appointment.
In the event that the chosen arbitrator is unable to accept the appointment as hearing
officer, the parties will either select another independent arbitrator from a new list in
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the same manner as described above, or if mutually agreeable select another
arbitrator from the original list. The independent arbitrator chosen will be designated
as the hearing officer appointed by the Civil Service Board for the appeal.
4. Time for Hearing:
When possible, the hearing date will be set within 30 calendar days from the request.
Delays may be granted by mutual agreement of the parties. However, any such
delay occurring at the request of the Union, will automatically be excluded from any
calculations of back pay to the employees, if any, as determined by the Civil Service
Board.
5. Hearing Procedures:
The hearing procedures will be the same as the procedures set forth in Rule 22d,
Personnel Rules of the City of Phoenix. In the conduct of the hearing, the hearing
officer will not be bound by the technical rules of evidence, nor will informality in any
of the proceedings or in the manner of taking testimony invalidate any order,
decision, rule or regulation made or approved by the Civil Service Board.
6. Witnesses:
An employee appellant, or an employee subpoenaed as a witness, will be granted a
leave of absence from his/her regularly assigned duties during his/her regularly
assigned work hours without loss of pay for the time.
At the request of either party, the arbitrator will order that any witness who will testify
during the hearing be excluded from the hearing room until such time as they testify.
The City and the Union may exclude from the operation of this provision one
representative each of the City and the local Union.
7. Proposed Findings: Objections to Report:
Either party may file with the hearing officer written proposed findings of fact and
conclusions within 7 calendar days of the conclusion of the hearing. A copy of such
proposed findings and conclusions will be served on the other party at the same time
as filing with the hearing officer.
No later than 2 calendar days before the Civil Service Board meeting where the
appeal has been scheduled for hearing either party may file with the Civil Service
Board written objections to the hearing officer’s report. A copy of such objections will
be served on the other party at the same time as filing with the Civil Service Board.
No post-hearing evidence will be submitted.
8. Requirements:
The independent arbitrator selected by the parties pursuant to this article will be
bound by the following:
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The independent arbitrator will neither add to, detract from, nor modify the language
of this Memorandum of Understanding.
The independent arbitrator will be expressly confined to the precise issues submitted
and will have no authority to consider any other issue.
The independent arbitrator will be bound by applicable Federal, State, and City laws.
9. Report:
Within 2 weeks of the conclusion of the hearing, the hearing officer/arbitrator will
forward all records and his report containing a statement of the findings of fact,
conclusions, and recommendations concerning the appeal to the Civil Service Board
and send a copy of the report to the parties. The hearing officer/arbitrator may
recommend to the Civil Service Board, the discipline be upheld or modified, or
rescinded pursuant to Personnel Rule 22 (e).
10. Costs:
The cost of the independent arbitrator and other costs related to obtaining said
arbitrator will be borne equally by the parties. Each party will be responsible for its
own costs incurred in the hearing process, including but not limited to costs for legal
services, service of subpoenas, and expert witnesses.
11. Civil Service Board:
It is expressly understood that this article will not impinge on the powers and duties
of the Civil Service Board as provided for in Section 3 of Chapter XXV, Phoenix City
Charter and Rule 22, Personnel Rules of the City of Phoenix.
12. Representation:
The parties agree that for the purpose of this article, the City will be represented by
the Labor Relations Administrator for the City of Phoenix or his designee and the
member will be represented by the President of AFSCME Local 2960 or his
designee.
Section 2-2: Labor-Management Committee
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.
There shall be a Labor-Management Committee consisting of representatives of the Union
and representatives of the City. The purpose of the Committee is to facilitate improved
labor-management relationships by providing an informal forum for the free discussion of
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mutual concerns and to attempt to resolve problems brought to its attention. If requested
by one of the parties FMCS will be invited to attend.
Topics for discussion may be established and agreed to in good faith by both parties at the
beginning of each contract year and throughout the contract period.
Unit 3 will be involved in a RBO/Labor-Management Process in the Fire Department. The
Committee shall meet monthly or at other mutually scheduled times. For Fire Department
Sections in which Unit 3 members are the majority of employees (i.e., Dispatch &
Deployment, Fire Prevention), those Sections shall establish a Fire Department Labor
Management Committee consisting of the Section Head and Union Stewards within that
Section. The purpose of this Fire Department Labor Management committee is to enhance
service delivery models and address public safety employee-related issues. The Fire
Department Labor Management process is done through the facilitation and open
discussion of mutual concerns and problems which may include: implementation of major
department programs and/or substantial modifications of existing major programs that have
a significant impact on service delivery or work schedules. The Fire Department Labor
Management Committee shall meet at least annually at mutually scheduled times, and at
other mutually agreed upon times as necessary. Representatives of the Union on the
Committee shall not lose pay or benefits for meetings mutually scheduled during their duty
time.
The parties will have monthly discussions on new city and departmental policies,
procedures, Personnel rules, etc.
The members shall, upon request for a meeting, provide the Chairman with proposed
agenda items and the Chairman shall provide the members with the meeting agenda in
advance of the meeting.
Based upon mutually agreed upon frequency, departments and the City will schedule
regular Labor Management meetings with union leadership to ensure productive
communications on items such as: department policy changes; the outsourcing of services
currently performed by unit members which could directly result in a reduction in the number
of permanent Unit positions (“contracting out”); and Union participation on City Selection
processes.
Any signed/dated written Labor/Management agreements with the signatures of the parties
and the Chairman will be binding on the parties for the remaining term of the MOU.
Representatives of the Union on the Committee who are employees shall not lose pay or
benefits for meetings mutually scheduled during their duty time up to a maximum of 4 hours
per employee per meeting.
Section 2-3: Health and Safety Committee
It is understood by the parties that the benefits granted by this Article shall not be interpreted
or applied as requiring the employer to count as time worked, any hours or fractions of hours
spent outside the employee's work shift in pursuit of benefits provided by this Article. The
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employer shall count as time worked any hours or fractions of hours spent within the
employee's regular work shift in pursuit of benefits provided by this Article.
The City will continue to undertake all reasonable efforts to provide for employee health and
safety in accordance with the State's Occupational Safety and Health law. Supervisors and
employees are committed to working together to ensure a healthy and safe work
environment.
A Unit employee may file, without fear of discipline, retaliation or discrimination, a grievance
when in his best judgment; the City has failed to comply with specific safety and health
standards promulgated by local, state and federal regulations. The City will continue its
practice of providing personal protective safety equipment to employees to protect them
from recognized safety and health hazards.
In order to facilitate this policy, a joint committee entitled, "Health and Safety Committee"
shall be established. This Committee shall be composed of 2 unit members appointed by
the Union and 2 City representatives as designated by the City Manager. The chairpersons
shall rotate among the members.
The Committee shall meet quarterly at mutually scheduled times to consider on-the-job
safety matters referred to it by the existing departmental safety committees and safety
officers, or otherwise coming to its attention, and shall advise Department Heads and the
City Manager concerning on-the-job safety and health matters.
All written recommendations of the Committee shall be submitted to the Department Head
concerned and to the City Manager.
In the discharge of its function, the Committee shall be guided by the applicable regulations
of the State's OSHA agency, and the City's existing practices and rules relating to safety
and health, and formulate suggested changes.
The Union may review and suggest improvements to existing City building evacuation plans
and the City Safety Program.
Employee members of the Committee shall not lose pay or benefits for meetings mutually
scheduled during their duty time up to a maximum of 4 hours per employee per meeting.
ARTICLE 3: Compensation/Wages
Various sections of this MOU contain a form of compensation, wages, or benefits that have
been negotiated in good faith and may or may not provide a direct payment of wages or
other benefit to each member. Those forms of compensation, wages, or benefits that do
not provide a direct payment to each unit member have been negotiated in place of a direct
payment and costed as part of the overall economic package. Examples include: life
insurance, long term disability insurance, leave payouts, etc.
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Section 3-1: Wages
A. The economic value of a non-continuous payment equal to 2.5% of base wage will
be paid as follows:
1. A non-continuous payment of $1,480.00 for each full-time employee and
$554.00 for each part-time employee to be paid out on the first full pay period
in August of 2024.
B. Limited Reopener for FY 2025-2026: If the City projects revenues will exceed
$1,750,000,000 for Fiscal Year 2025-2026 in the forecast that is presented to City
Council in February 2025, the parties shall reopen Section 3-1 of this agreement
for the sole and limited purpose of Meeting and Conferring, in February 2025, over
base wage increases, if any. Unless held invalid by operation of law or by a final
judgment of any tribunal of competent jurisdiction, all other terms and conditions
of this MOU shall remain in full force and effect during any such reopener and
throughout the duration of this MOU.
C. It is understood that for implementation purposes, the practice of rounding of fractional
cents shall be done in accordance with accepted mathematical and accounting
principles.
D. Notwithstanding the rates of pay set forth in any appendix or attachment to the
agreement for reference, the term "pay schedule" shall mean the schedule computed
and published by the Human Resources Department for payroll purposes pursuant to
Council action in the pay and compensation ordinance.
E. Productivity Enhancement Pay
In recognition of dedicated service and overall performance, the City agrees to
implement the following Productivity pay formula for unit members:
1. a) Pay Benefits for those unit employees receiving payments during the prior fiscal
year:
On July 8, 2024 (paid July 26, 2024), November 25, 2024 (paid December 13,
2024), July 7, 2025 (paid July 25, 2025), and November 24, 2025 (paid
December 12, 2025), unit employees who have completed at least six years (6)
but no more than up to 19 years of continuous full-time service and who meet the
additional qualifications specified in this section shall qualify for $100 for the
completion of each year of continuous full-time service in excess of 5 years, up
to an annual maximum of $2,800 at the completion of 19 years of continuous full
time service.
On July 8, 2024 (paid July 26, 2024), November 25, 2024 (paid December 13,
2024), July 7, 2025 (paid July 25, 2025), and November 24, 2025 (paid
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December 12, 2025), unit employees who have completed 20 years or more of
continuous full-time service and who meet the additional qualifications specified
in this section shall qualify for $125 for the completion of each year of continuous
full time service in excess of five years, up to an annual maximum of $6,000 at
the completion of 29 years of continuous full time service.
b) Pay Benefits for those unit employees receiving their first payment on or after
July 1, 2014:
Effective the first paycheck in July (same qualifying date as semi-annual
payments) and the first paycheck in January (same qualifying date as semi-
annual) payments, unit members who have completed at least six years (6) but
no more than up to 19 years of continuous full time service and who meet the
additional qualifications specified in this section shall qualify for $100, prorated
and included each pay period in the qualifying unit employee’s regular paycheck,
for the completion of each year of continuous full time service in excess of 5
years, up to an annual maximum of $2,800 at the completion of 19 years of
continuous full time service.
Effective the first paycheck in July (same qualifying date as semi-annual
payments) and the first paycheck in January (same qualifying date as semi-
annual payments), unit employees who have completed 20 years or more of
continuous full-time service and who meet the additional qualifications specified
in this section shall qualify for $125, prorated and included each pay period in the
qualifying unit employee’s regular paycheck, for the completion of each year of
continuous full time service in excess of five years, up to an annual maximum of
$6,000 at the completion of 29 years of continuous full time service.
2. Qualifications:
a) An employee must have completed at least one year of continuous full-time
service at the top step in his pay range. Qualifications for Productivity
Enhancement pay are made in the base class and will not be affected by
movement into or out of assignment positions. Productivity Enhancement pay
will not be affected by movements to positions within the same pay range.
When a position is reclassified to a higher classification, or when a classification
is assigned to a higher pay range, incumbents who are receiving Productivity
Enhancement pay shall be moved to that step of the new range which
corresponds the closest to their combined base pay and previous Productivity
Enhancement pay amount (incumbent’s annualized payment, and which does not
result in a decrease from that amount. The placement in the new range will be
limited to the maximum step in the range. If the reclassification or pay range
change only results in a maximum possible one-range increase, and the
incumbent is receiving Productivity Enhancement pay, the employee will be
moved to the top step and continue to be eligible for Productivity Enhancement
pay.
b) An employee must have completed 6 years of continuous full-time service.
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c) An employee must have achieved the overall performance rating of “Met” on his
latest performance evaluation on file at the time of the qualifying date.
d) An employee must be on full time active status. Employees on industrial leave
shall qualify for this payment for only the first year of the industrial leave.
However, the entire period of industrial leave shall qualify as continuous service
when the employee returns to active employment.
e) For those employees who are otherwise eligible for Productivity Enhancement
pay, an employee who receives a below “meets standards” evaluation shall
receive another evaluation within 90 days to 120 days, and if that evaluation is
“meets standards” or better, he will be eligible to receive the next scheduled
Productivity Enhancement payment.
3. Terms of Payment:
a) Payments will be made within 30 days of the qualifying date.
b) Employees receiving semi-annual payment, who separate from City employment
after the qualifying date, but prior to the payment day, shall receive the payment
in their termination check.
F. Linguistic Pay
This provision is written to provide guidelines for paying Unit 3 members who are
authorized, certified, and required by management to utilize a language other than
English to conduct official City business.
1. Pay Benefits:
A unit member who meets the linguistic skills qualification as determined by a
management review panel and becomes certified shall be paid a premium of $75 per
month.
G. Unit 3 employees who receive an overall “Met” on their performance evaluation and are
eligible for merit shall receive it in accordance with the pay plan.
H. The Union President may bring recommendations for Special Merit Increases to a
Department Head for consideration on behalf of unit employees.
I. During the term of this MOU the City will provide an annual budget presentation to the
AFSCME Local 2960 Board. This presentation will be scheduled within 30 days of the
final budget being presented to Council.
Section 3-2: Overtime
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A. Overtime is defined as time assigned and worked beyond the regularly scheduled work
week or daily work shift; it being understood that overtime for all unit members who
normally work a daily work shift of 8 consecutive hours, including a paid meal period on
the job, is defined as time assigned and worked in excess of 40 hours in a 7 day work
period or 8 hours per daily shift including paid meal breaks.
Overtime for unit members assigned to a 4/10 work week schedule is defined as time
assigned and worked beyond the regularly scheduled 10 hours per shift or 40 hours per
week.
There shall be a minimum of 12 hours off between shifts for unit members working a
4/10 and 5/8 schedules. If this is not possible, the employee shall receive overtime
compensation at their regular rate of pay for each full hour, or fraction of hour, worked
within the described 12 hour period for a 4/10 or 5/8 schedule.
This language only applies to employees who work 2 full shifts. A shift holdover is
considered a continuation of the regular shift. Employees cannot receive overtime
compensation and 12-hour rule for the same hours worked (i.e., no pyramiding). If an
employee works less than a full shift either before or after his/her regular shift, the 12
hour rule does not apply. See Appendix C for examples.
B. Duly authorized paid leave time shall be considered as time worked for the purposes of
calculating premium overtime pay during the regularly scheduled work week (but not
daily workshift).
C. Overtime work shall be compensated at 1 ½ times the regular rate, or compensatory
time at 1 ½ times up to a maximum accumulation of 300 hours of compensatory time,
exclusive of any premium or bonus pay. Authorized overtime hours worked in excess
of 300 hours shall be paid in cash. There shall be no compounding or pyramiding of
overtime pay with regular or premium pay.
Requests for use of compensatory time shall be subject to approval of supervision based
upon operational and scheduling factors. Guidelines for administration of compensatory
time or cash payment of overtime are contained in this Memorandum of Understanding
in Attachment "B."
A unit member may convert accumulated compensatory time credits to cash, up to a
maximum of 120 hours in no more than two, 60 hour increments, by notifying the
Department payroll staff in writing of such intent no later than November 1 (payment will
be made on or before December 15) and no later than July 31 (payment will be made
on or before August 31).
D. Call-Out Pay
An employee shall have a minimum of 3 hours pay at overtime rates when called out for
work after leaving City facilities at a time other than his regularly assigned shift, or when
he is called out for overtime work while on stand-by pay.
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Overtime for this call-out shall begin when employees report to the place where they are
instructed to report and shall terminate 45 minutes after being relieved from duty. This
45 minutes travel time shall be included in the minimum guarantee and shall be paid
only if the total work and allowed travel time exceed the minimum. Where employees
are assigned take-home transportation, they will not be allowed the 45 minutes travel
time. Travel time shall not apply when the employee is working on overtime which was
planned in advance. An employee requested to report early, before the normal starting
time of the shift, shall not be eligible for travel time, but would qualify for overtime for the
extra hours.
Provisions of this section shall be interpreted in a manner which complies with the Fair
Labor Standards Act.
At times when employees are required to work scheduled overtime, they will receive a
minimum of three hours, at 1 1/2, providing said overtime is not immediately preceding
or following his regular work hours.
Remote Access Support
Employees called to perform work by remote access, such as VPN, shall receive a
minimum of 30 minutes pay at the overtime rate or the actual amount of time expended,
whichever is greater. The employee will be paid at the overtime rate in quarter hour
increments for each remote access support response after the initial response. Calls
placed closer than 30 minutes shall be treated as a single event and subject to the actual
time worked or minimum payment.
Telephone Support
Employees called to perform work by means of telephone support shall receive 30
minutes pay at the overtime rate or the actual amount of time expended whichever is
greater. The employee will be paid at the overtime rate in quarter hour increments for
each telephone support response after the initial response. Calls placed closer than 30
minutes shall be treated as a single event and subject to the actual time worked or
minimum payment.
E. Cash compensation for all overtime will be at 1 1/2 times the regular rate after the first 7
minutes assigned and worked beyond the end of an employee's regularly scheduled
shift, calculated to the nearest quarter hour. There shall be no compounding or
pyramiding of overtime pay with other regular or premium pay except as required under
Fair Labor Standards Act.
F. Off Duty Physician Appointments
When, at the direction of the immediate non-unit supervisor, unit members being treated
by the authorized and designated City physician at times they are not scheduled to be
on duty nor are on paid leave or disability benefit status, shall be entitled to overtime
compensation in accordance with Article 3 hereof. This compensation shall be at a
minimum of one hour or based on actual check-in and check-out time recorded by health
center staff.
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G. Overtime shall be worked and shall be allowed if assigned by the non-unit supervisor or
other authorized representative of the City. The City shall endeavor to be equitable in
the distribution of voluntary overtime amongst qualified employees or crews of
employees within the same classification, function, work location, and shift. Seniority
may be used as a factor in determining the assignment of overtime work. Other factors
include work history, skill level, assigned equipment, etc. The City will make available
to the Union, upon request, reports of overtime worked by unit members on a quarterly
basis. Overtime shall be voluntary, except however, the City reserves the right to assign
overtime in the event insufficient employees volunteer, or to avoid inadequate staffing,
or to insure timely service delivery, or to conduct mandatory training.
When a unit member is off duty or on leave and is contacted by telephone by his
supervisor for purposes other than callout or a supervisor approves of the making or
receiving of the call, the unit member will be paid at time and one-half his regular rate of
pay for each quarter hour calculated to the nearest quarter hour (over 7 minutes goes
to the next quarter hour). There will be no compensation for calls under 7 minutes.
A unit member has the option of donating accrued vacation or compensatory time to
another City employee in accordance with Administrative Regulation 2.144.
Section 3-3: Out-of-Class Pay
A unit member who is temporarily required to serve in a regular authorized position in a
higher classification shall be compensated at a higher rate of pay in accordance with the
following:
A. To be eligible for the additional compensation, the unit member must first accumulate
10 regular working shifts of assignment in the higher class within any 24 month period;
satisfactory performance during a previous appointment to the higher class will be
credited to the qualifying period. The days of out-of-class assignment need not
necessarily be consecutive. Once this qualification is satisfied, no additional re-
qualification will be required. The unit member must be specifically designated in writing
to perform out-of-class duties.
B. Temporary assignments out-of-class shall be recorded only in full shift units. A unit
employee working out-of-class for 5 hours work for a 10 hour shift and 4 hours work for
an 8 hour shift shall be credited with working out-of-class for the entire shift. No
out-of-class credit shall be given for out-of-class work of less than 5 hours for a 10 hour
shift and 4 hours work for an 8 hour shift.
C. To qualify for out-of-class pay, a unit member must be assuming substantially the full
range of duties and responsibilities of the higher level position. Out-of-class pay is not
authorized, for example, if the organization of a work unit is such that each unit member
carries on his normal duties during the temporary absence of a supervisor, without a
need for the direction which the supervisor would provide on a longer term basis.
D. 1. Time worked in a higher class shall not earn credits toward the completion of
probationary requirements in the higher class.
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2. When authorized, time worked out-of-class may earn experience only credit toward
completion of experience requirements in lieu of existing experience requirements
for promotion to those classifications where such out-of-class work was performed
in a certified position.
E. A unit member who has qualified under these provisions shall be compensated at the
minimum rate established for the higher class for each completed work shift served in
the higher class. In the event of overlapping salary ranges, a one-step differential shall
be paid for out-of-class assignments. The higher rate of pay shall be used in computing
overtime when authorized overtime is served in out-of-class work assignments; the
overtime rate shall be the rate established by the overtime regulations that apply to the
higher rank.
F. The City shall not make out-of-class assignments pursuant to this Article in an arbitrary
and capricious manner.
Section 3-4: Sick Leave Cash Out Formula
A unit member who has accumulated a minimum of 750 qualifying hours or more of accrued
and unused sick leave at the time of a duty related retirement shall be paid an amount of
compensation equal to 25% of his base hourly rate for all hours in excess of 250 hours.
Additional language of this Section 3-4 is contained in Attachments B and C.
Section 3-5: Shift Differential Pay
Unit members shall receive $.60 per hour in addition to their hourly rate of pay when working
a night shift which ends at or after 10:00 p.m. (9:00 p.m. in the Library Division) and before
midnight, and $.80 per hour in addition to their hourly rate of pay when working a night shift
which includes work during the period after midnight to 3:00 a.m. Shift differential shall
continue be paid at the rate of the regular shift for any additional hours worked following the
regular shift.
Employees shall receive night shift pay differential only for hours scheduled and worked,
and not while on paid leave time. If an employee works a 2nd or 3rd shift for 6 hours or
more, they will receive a shift differential.
Employees participating in a 4/10 work schedule shall receive $.60 per hour in addition to
their hourly rate of pay when working a night shift which ends between 10:00 p.m. and 3:00
a.m., inclusive; and $.80 per hour in addition to their hourly rate of pay when working a
regular night shift which ends after 3:00 a.m.
A Unit member shall receive 10 cents per hour in addition to his base hourly rate of pay and
any other shift differential or any other premium pay he may be receiving for working a
weekend shift. A designated weekend shift is defined as any shift that starts on or after 2
PM on Friday and continuing through any shift that starts on or before, but not after 11:59
PM on Sunday.
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A Unit member who is called out and works between 2:00 PM on Friday and 11:59 PM on
Sunday will be paid weekend shift differential for all hours worked at the rate specified in
this article.
Section 3-6: Stand-By Pay
When a unit member is required to be available for immediate emergency call-back at times
when the member is not otherwise on duty, the member shall be compensated for such
stand-by hours at $3.00 per hour. Members serving in stand-by assignments shall be
subject to contact requirements as provided for by the Department Head.
Section 3-7: Show-up Time
Except in emergencies, an employee who is scheduled to report for work, has not been
notified to the contrary, and presents himself for work as scheduled, shall be paid for at
least 4 hours at the hourly or applicable rate of pay. If work on the employee's regular job
is not available for reasons beyond his control, the City may, at the City's discretion, assign
the employee substitute work.
Employees who start work and are later compelled to stop because of inclement weather
or other conditions beyond their control shall be paid for the hours they work, but they shall
be paid for not less than 4 hours at the straight time rate.
Employees released hereunder prior to the end of their regular shift may be required to
stand-by and keep themselves available for immediate call-back during the balance of their
regular shift (for which time they shall be entitled to stand-by pay under Article 3, section 3-
6, "STAND-BY PAY" hereof). An employee may request the use of any accrued leave time,
exclusive of sick leave, to cover the balance of his regular scheduled work shift. Employees
called back to work shall be entitled to their hourly rate of pay for the balance of their
regularly scheduled shift.
Section 3-8: Jury Duty Pay
Pursuant to A.R. 2.24, as amended, a unit member called for jury duty or subpoenaed by a
court as a witness shall be granted a leave of absence from municipal duties without loss
of pay for the time actually required for such service and may retain jury or witness pay,
except where such testimony or witness duty is the result of a unit member's official duties
as a City employee.
To be eligible for paid leave for jury or witness duty, an employee must present verification
of his call to jury duty or witness duty.
Paid witness leave shall not be allowed when the unit member is the defendant, plaintiff or
voluntary character witness in a court action.
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Subject to operational and scheduling needs, unit members whose regular work shift is
worked after 5 p.m. and prior to 8 a.m. may be allowed by management to be assigned to
the day shift during the period of jury duty service. The member will be responsible to notify
their supervisor as soon as they are notified for jury duty by a court.
Call Out Pay for Court Time:
When, as a result of his official duties, a Unit member is required to appear as a witness at
a time that the employee is not otherwise on duty, the employee will receive a minimum of
3 hours pay at 1 ½ his regular rate of pay, except that an employee shall not be eligible for
additional compensation during that 3 hour period.
Court Time Stand-By:
When a Police Department Assistant, Crime Scene Specialist, or Commercial Vehicle
Inspector receives a subpoena or other notice requiring him to stand-by to appear in court
to testify concerning the performance of his official duties at a time other than his regularly
scheduled shift, he shall be compensated the greater of either $100 per day for each day
the subject court proceeding is in session and the Unit member is subject to call, or in
accordance with the current provisions of the Fair Labor Standards Act for the term of this
agreement or for so long as the Act is applicable.
Subject to operational and scheduling needs, full-time Unit 3 employees whose non-
traditional work schedules include N-days may be allowed by management to be provided
an alternate N-day during the pay week for hourly employees (when the date of jury service
falls on the employee’s regularly scheduled N-day).
Section 3-9: Deferred Compensation Program
The City shall contribute an additional 0.75% of each Unit employee’s monthly base wages
for a total of 2.36% to the City Deferred Compensation Plan.
Section 3-10: Compensation for Approved Training
Any Communication Dispatcher assigned to the Aviation or Fire Departments and Police
Communications Operator who is selected by their Department to conduct department
approved field training will be paid a one-step differential or a minimum of 3%, whichever is
higher, for those hours actually spent training other staff members.
ARTICLE 4: Hours of Work/Working Conditions
Section 4-1: Hours of Work
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A. This Article is intended to define the normal hours of work and to provide the basis for
calculation and payment of overtime pursuant to Article 3, section 3-2. Unit members
may sign individual statements waiving the provisions of this section concerning
consecutive days. Signed waivers shall continue in effect per M.O.U. year, unless there
is an emergency of long-term duration affecting the employee. In which case, the
employee will give the City at least ten calendar days notice in order to revoke the
waiver.
Flextime- The City, in collaboration with the Union, may experiment with flextime
schedules when all the following conditions are met:
a. Approval of Department Head
b. Approval of Union President
c. Mutually agreed schedule between Unit Member and Supervisor
d. Signed waiver
The regular work day and regular work week shall consist of 5 consecutive days of 8
hours or 4 consecutive days of 10 hours of work excluding unpaid meal periods in a 7
calendar day pre-established work period, except in those departments performing
normal services regularly on Saturday and/or Sunday, with the following exceptions:
1. To the extent that Library schedules do not conform to the above provision, it is not
intended nor shall this section change such scheduling practices in the Library
Division.
2. The shift schedule for unit members in the Fire Dispatch Operation shall be subject
to change during the term of this Memorandum, when such is conducive to efficient
operations in the judgment of department management. The Union shall be advised
of such changes in advance in the Labor-Management Committee (Article 2, section
2-2).
3. Exceptions to this Section may be made for Detention Officers in the Police
Department.
B. Regular work schedules showing the employees' shifts, work days, and hours shall be
posted where accessible to employees.
C. Except for emergency situations, permanent regular work schedules shall not be
changed without notice of at least 14 calendar days to the affected employee(s). Full-
time unit members shall be given notice of at least 14 calendar days when there is a
change in their permanent work location. Excluding employees of Parks or City Clerk,
part-time employees who have one permanent work location shall be given notice of at
least 14 calendar days when there is a change in their permanent work location.
"Emergency" hereunder shall mean unforeseen operational circumstances.
When used in the context of this article, operational circumstances will be defined as
service demands or other required actions performed to accomplish the mission of the
department. These actions may be routine (anticipated) or emergency (unanticipated).
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For routine operational actions, 14 calendar days notice will be given to change
permanent regular work schedules. For emergency operational actions, unit members
will be provided as much advance notice and information as the situation will allow.
When changes are to be made by the City on a permanent basis for other than
emergency reasons, or where new permanent schedules are to be adopted, the City will
notify the Union of such changes or new schedules within 7 calendar days notice.
Employees may request to be changed to another work schedule, and when a position
on such schedule becomes vacant and available, shall be so reassigned on a seniority
preferred basis when qualifications and experience are deemed to be equal by the City.
(See Article 4, section 4-4 Seniority)
D. Employees engaged in continuous operations are defined as being any employee or
group of employees engaged in an operation for which there is regularly scheduled
employment for 24 hours a day, 7 days a week.
The work week for employees engaged in continuous operations shall consist of 5
consecutive days of 8 hours of work or 4 consecutive days of 10 hours of work, excluding
unpaid meal periods. This provision shall not apply to relief positions.
E. Unit 3 employees' regularly scheduled workday will be determined by the actual calendar
date that they start their shift.
Section 4-2: Rest and Lunch Periods
A. Scheduled work shifts shall include meal periods to be observed as follows:
5 DAY WORK WEEK MEAL PERIOD
8 hours 30 minutes on the job, paid at straight time
8-1/2 hours 30 minutes, unpaid
9 hours 60 minutes, unpaid
4 DAY WORK WEEK MEAL PERIOD
10 hours 30 minutes on the job, paid at straight time
10-1/2 hours 30 minutes, unpaid
11 hours 60 minutes, unpaid
Schedules for Police Assistants and Police Aides, in the Police Department shall include
a paid straight-time meal period of 1/2 hour on the job.
Two (2) paid non-work periods of 15 minutes during the above scheduled work shifts
shall be permitted to promote the health, safety and efficiency of employees on the job.
A unit member may request a flextime schedule. If work demands preclude a unit
member from taking an unpaid lunch period, they will receive compensatory time at 1 ½
x for the missed meal period, provided they have received prior authorization from their
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supervisor for working through the lunch period and they have worked more than 40
hours that week. When a Unit member does not receive a paid meal period, the meal
period shall be uninterrupted and duty-free. For paid straight-time meal periods of 1/2
hour, the intent is for the employee to have a break from their work station during this
period, but the employee must be available for immediate call-back to work when
necessary. When work demands permit, with a supervisor’s approval, a Unit employee
may combine their 30 minute meal period with one of their 15 minute rest periods to
achieve a 45 minute meal period. This paid leave time counts as hours worked.
B. Activities of employees during above non-work periods shall not be subject to any
unreasonable restrictions.
C. When a Unit member works overtime of 2 hours or more in addition to their daily work
shift, they shall be entitled to an additional 15 minute break. Every additional 2 hours of
overtime will entitle an employee to an additional 15 minute break.
After 4 consecutive hours of overtime in addition to their daily work shift, a unit member
shall be entitled to a paid meal break of 30 minutes but in no event shall a unit member
be entitled to more than one such break for every 8 consecutive hours of overtime.
Section 4-3: Clean-up Time
Unit employees will be given time, in keeping with past practice, at the end of a normal daily
shift for personal clean-up. Such time is in addition to and exclusive of any time the City
requires be spent for maintaining equipment.
All departments shall provide field employees with the appropriate clean up kits/ materials,
upon request.
Employees shall be allowed reasonable time, as necessary, for personal cleanup prior to
the commencement of lunch and break periods.
The intent of the above provision has always been to allow field employees who need
personal clean-up prior to rest or lunch periods a reasonable amount of time to do so. Clean-
up material should be supplied on an as needed basis to field employees. If the field
supervisors and employees act reasonably in addressing the issue, everyone will have a
more healthy and safer work environment.
Section 4-4: Seniority
A. Seniority shall be by length of service within a class. If seniority within the class is not
determinative, then length of service with the City shall prevail.
B. Seniority shall be used as a factor consistent with established Civil Service procedures
and Personnel Rule 14 in choice of work assignments, vacation schedules, and in the
determination of lay-offs.
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ARTICLE 5: Benefits
Section 5-1: Health Insurance
A. The City and Union agree to maintain the current 80/20 split for health insurance for both
single and family coverage. If there is a rate increase or decrease, the City shall pay
80% of the new monthly contribution and the employee will pay 20%.
B. The City agrees to the continuation of a Healthcare Taskforce for the purpose of studying
existing plans and to explore alternative plans. The Taskforce shall include
representatives from the City and a Local 2960 representative.
C. It is understood between the City and the Union that the City's monthly contributions will
not, under any circumstances, exceed the actual premium cost.
D. The City will maintain an Employee Assistance Program which will provide confidential
individual and family counseling to all unit members and their eligible dependents.
These services will be furnished by an independent contract agency to be chosen by the
City.
E. Employees in positions in classifications 320 and below will receive a health insurance
supplement allowance of $66.50 two (2) times a year to be paid in August and February.
Regular bargaining unit employees must be enrolled in current City Health Insurance
Program to receive this benefit.
F. All Unit 3 Police employees will be included in coverage of the Police Officers Assistance
Program.
G. The following chart reflects the MERP benefits for unit employees eligible to receive
MERP as determined on August 1, 2007. It is understood the MERP amounts listed are
not subject to modification through contract negotiations but may be increased by the
City.
Retiree with less than 5 years of active City credited service. $117 per month
Retiree with at least 5 years but less than 15 years of active City $135 per month
credited service.
Retiree with at least 15 years but less than 25 years of active $168 per month
City credited service.
Retiree with 25 or more years of active City credited service. $202 per month
H. An additional Medical Expense Reimbursement Plan (MERP) supplement of $100 will
be paid to unit employees who retire on or after July 1, 2007 and are within 15 years of
becoming retirement eligible as of August 1, 2007 and who choose the City’s family
coverage. This additional MERP amount will be paid until retirees reach age 65. Any
unit employee who retires after July 1, 2009, and is eligible to receive MERP, as
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determined on August 1, 2007, will receive this additional MERP amount for either family
or single coverage until age 65. This credit is applied directly to the retiree’s premium
deduction.
The $150 monthly allowance for Post Employment Health Plan accounts (PEHP)
continues for all qualifying employees eligible to retire after August 1, 2022. (The date
of an individual's retirement eligibility was determined on August 1, 2007). The City
expanded the Post Employment Health Plan (PEHP) program in 2023 to include
City employees who are enrolled as a spouse/qualified domestic partner (QDP) on
another employee’s City medical plan, and who are otherwise eligible for PEHP.
Spouse/QDP PEHP is not applied automatically – please review the current
benefits book for enrollment rules. PEHP payments are prospectively applied
once enrollment procedures have been met.
I. In the event of the death of a unit member while on duty or while performing a job function
as determined by the City, the City will continue to pay the full monthly health insurance
premium for the spouse or domestic partner and all eligible dependents. Should the
surviving spouse or domestic partner remarry, the benefits of this provision may continue
through COBRA. The policy is retroactive to any reported and known In-Line-of-Duty
death of a Unit member from July 1, 2010 to June 30, 2019.
Section 5-2: Dental Insurance
The City shall pay the full premium costs for single coverage for employees enrolled in the
base dental HMO or PPO plan and 75% of the premium costs for family coverage for a City
dental plan. If an employee selects a dental plan other than the base HMO or PPO, the
employee will pay the difference between the PPO plan and the selected plan.
At a minimum, the plan shall include a PPO option that consists of 100% payment of
reasonable and customary covered charges for preventive and preventive-related
diagnostic services, and 80% payment of reasonable and customary covered charges
for basic services, and major services. The City shall retain a plan option that includes
an adult orthodontia benefit with a maximum lifetime benefit of up to $4,000 per person.
Dental plans may be subject to deductibles and limitations contained in the contract
between the dental insurance carrier and the City of Phoenix.
Section 5-3: Life Insurance
The City will provide at no cost to unit employees off-the-job and on-the-job life and
dismemberment insurance with a face value equivalent to the employee's gross annual
salary rounded up to the next $1,000 or $25,000, whichever is greater; in addition, the City
will also provide death-in-the-line-of-duty insurance with a face value of $75,000.
It is understood between the City and the Union that any negotiated changes in life
insurance benefits shall be effective on or about January 1. The designated beneficiary of
a unit member will be paid for all accumulated sick leave hours that remain on the City's
official file at the time of a line-of-duty death of the unit member and payment will be based
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upon the unit member's base hourly rate of pay at the time of death. The beneficiary shall
be that person designated in the eCHRIS Benefits portal for the City of Phoenix Group Life
Insurance Program on file in the City Human Resources Department.
Additionally, the City will provide to each unit employee a $200,000 death benefit covering
the unit employees commutation to and from his City work location. This policy will be
consistent with the current City Life Insurance carrier, and will cover the unit employee’s
commute for up to two hours before his shift begins, and two hours after his shift concludes.
In the event of the death of a unit employee while commuting to or from his work location,
for a period of two hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. This policy will be consistent
with the terms of the current City Life Insurance carrier, for the payment of a supplementary
commutation life insurance policy for each unit employee.
Accumulated sick leave hours on the city’s official file at the time of an active unit member’s
death will be paid. Payment will be based upon the member’s base hourly rate at the time
of death.
Upon receipt of invoice, the City will reimburse the Union up to $6.00 per month per full-
time unit employee for premiums and reasonable administrative costs incurred by the Union
sponsored life/long term care insurance benefit. Labor Relations must approve all
associated administrative costs prior to reimbursement; however, approval will not be
arbitrarily withheld.
Section 5-4: Long-Term Disability
The City will offer a long term disability benefit for all full time, regular unit employees
pursuant to A.R. 2.323 as may be amended (providing that such amendments shall not be
in conflict with the MOU). Employees who have been continuously employed and working
on a full-time basis for 12 consecutive months are eligible to apply for long term disability
coverage. After an established 90 calendar day qualifying period, the plan will provide up
to 66 2/3% of the employee's basic monthly salary at the time disability occurs and continue
up to age 75 for employees who have been employed full-time for 36 months and one day.
This benefit will be coordinated with leave payments, industrial insurance payments,
unemployment compensation, social security benefits and disability provisions of the
retirement plan.
Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to receive a long term disability benefit for no more than 30 months.
Employees participating in the long term disability benefit as of June 30, 2012 will continue
under the previous benefit rules until they return to work or achieve the maximum age of 80
for benefits.
Section 5-5: Holidays and Vacations
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A. The City agrees to incorporate into the Memorandum the benefits provided under
Administrative Regulation 2.11, as amended, modified to indicate the following holidays.
Employees, except those on hourly paid status, shall, when possible without disrupting
the various municipal services, be allowed the paid holidays listed below:
New Year's Day - January 1
Martin Luther King’s Birthday - Third Monday in January
President's Day - Third Monday in February
Cesar Chavez’s Birthday - March 31
Memorial Day - Last Monday in May
Juneteenth Day - June 19
Independence Day - July 4
Labor Day - First Monday in September
Indigenous Peoples’ Day - Second Monday in October
Veteran's Day - November 11
Thanksgiving Day - Fourth Thursday in November
Friday after Thanksgiving Day
Eve of the Christmas holiday - 4 hours
Christmas Day - December 25
Three vacation days- After completion of six months of full-time employment
added to vacation bank of hours
When a holiday named herein falls on Sunday, it shall be observed on the following
Monday, and when a holiday herein falls on a Saturday, it shall be observed on the
preceding Friday, except that in the case of 6 day operations and in the Library
Department such holidays may be observed on Saturday, and in the case of continuous
operations and seven day operations, holidays shall be observed only on the calendar
days on which they actually fall. This paragraph shall not apply to the Eve of Christmas
holiday, which shall only be granted when it falls on the employees' regular scheduled
work day.
A unit member working in a continuous operation, whose regularly scheduled day off
falls on a holiday specified above, and who is scheduled or called in by management to
work a regular shift on such holiday and scheduled day off, shall be compensated as
follows: 8 hours pay for the holiday plus pay at 1 1/2 the regular rate for each hour
assigned and worked, plus compensatory time credit for each hour assigned and worked
to a maximum of 8 hours.
B. Vacation accrual, carryover, and separation payout shall be governed by the following
table:
SERVICE MONTHLY MAXIMUM
PAYOUT
YEARS ACCRUAL CARRYOVER
0-5 8 hours 232 hours 280 hours
6-10 10 hours 280 hours 340 hours
11-15 11 hours 304 hours 370 hours
16-20 13 hours** 352 hours 430 hours
21 + 15 hours** 400 hours 490 hours
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**In the last three years of service an additional 80 hours may be carried over into a
new calendar year.
Unit members shall be allowed vacation buy out twice per calendar year, on the last
paycheck of November and/or May. The total annual buy out is up to a maximum of 80
hours taken in no more than 40 hour increments, after the employee has accumulated
a minimum of 120 hours and has used 40 hours of vacation/comp-time during the
calendar year ending December 31st.
Unit members may contribute accrued vacation or compensatory time to other
employees in accordance with City policy governing contribution of leave for serious
illness of an employee or their immediate family member.
To every extent practicable, a transferred unit member will be allowed to maintain his
previous vacation schedule.
C. Through Labor-Management Unit 3 established a program for unused vacation time that
unit members would lose since it could not be carried over into the next calendar year.
A bank was established and the time was donated to Unit 3 employees with a petition
on file per A.R. 2.144.
Section 5-6: Uniforms
A. Uniform Allowance
Unit members employed by the Police Department or Fire Department who are required
to purchase, wear and maintain uniforms pursuant to Police or Fire Department rules
and regulations shall be entitled to an annual uniform allowance in the below listed
amounts for the appropriate listed classifications:
Job Classification Allowance
Police Assistant/Special Detail $1150 per annum
(Assigned to Patrol or Transit functions)
Police Assistant $725 per annum
Detention Officer $1150 per annum
Police Aide $725 per annum
Police Communications Operator $725 per annum
Fire Prevention Specialist Trainee $725 per annum
Fire Prevention Specialist assigned to Fire Dept. $1150 per annum
Fire Prevention Specialist assigned to other depts $725 per annum
Court Security Officer $725 per annum
Fire Emergency Dispatcher/Lead $725 per annum
Municipal Security Guard $725 per annum
(Part-time employees
receive 80% of full-time
allowance ($580) in Library
Dept only)
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Municipal Security Guard in Police $1150 per annum
(Required to wear Class B or C uniform)
Crime Scene Specialist $725 per annum
The City will issue a one-time $200 winter uniform jacket allowance to for outdoor work
to the following classifications and assignments:
Police Assistants assigned to Parking Enforcement Detail
Police Assistants assigned to Patrol or Police Transit
Detention Officers
Crime Scene Specialists
Municipal Security Guards in Police, Water and Public Transit
Police Assistants, Detention Officers, Municipal Security Guards in all departments,
Police Assistant-Transit and Police Assistants and Crime Scene Specialists in public
facing positions, as well as Operations Assistants in Aviation working non-secured side
of airport who purchase a new ballistic vest, upon showing proof of purchase, shall be
reimbursed an amount up to, but not exceeding $1,000. Upon replacement, a qualified
employee as listed in this section shall be entitled to the $1,000 reimbursement every 5
years after initial purchase.
In lieu of the $100 employees in the job classifications of Fire Emergency
Dispatcher/Lead previously received from the City/Fire Department for additional
uniform items, employees in these job classifications will now receive an equivalent
uniform allowance of $100. Payment to be made on or about August 1 of each MOU
year.
1. Payment of the annual allowance will be made on or about August 1 of the fiscal year
and shall be for the period of July through June, and is intended to cover the cost of
uniforms, maintenance, and cleaning of such uniforms.
2. New employees will receive the entire annual uniform allowance within 30 days of
the time they are directed to wear and maintain a uniform.
The second uniform allowance, received at the start of the next fiscal year, will be
equal to 1/12 of the annual uniform allowance for each month of the preceding fiscal
period, starting with the first month the employee was directed to wear and maintain
a uniform, to the start of the new fiscal year.
3. Unit members who leave City employment shall repay to the City the uniform
allowance equal to 1/12 for each month remaining in the fiscal year after the last day
of the month in which the separation occurs. Provided, however, that unit members
who retire will not be required to repay any uniform allowance.
The family or beneficiary of a unit member who dies while in the employment of the
City shall not have to pay back any uniform allowance.
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4. A unit member who has been on extended leave (paid or unpaid) of 2 months or
longer shall have the next annual uniform allowance reduced by 1/12 of the annual
amount for each month of extended leave.
5. An employee who has received an allowance under this agreement and is
subsequently promoted or transferred into a Public Safety Retirement System
position shall have his allowance adjusted to accommodate the difference but shall
not be entitled to both allowances.
6. Reimbursement Schedule
The City agrees to reimburse all unit members for the repair or replacement of
uniform items and for other personal property damaged in the course of employment
and performance of their assigned duties without fault or negligence on the part of
employees, other than normal wear and tear in accordance with the schedule of
items and maximum amounts authorized for reimbursement outlined below:
Uniform Boots/Shoes - Full Cost
Uniform Trousers - Full Cost
Uniform Shirt - Full Cost
Uniform Jacket - Full Cost
Glasses - Prescription $130.00
Watches - $52.00
Jewelry - $44.00
Flashlight - $21.00
Sun Glasses - $17.00 Non-Prescription
Safety Vest - Full Cost
Reimbursement for full, 3/4, 1/2, 1/4, value are based on the supervisor's evaluation
and recommendations of the article's condition and age. Items not listed above are
not covered by the policy.
The option to repair or replace damaged items, and to determine whether replaced
property will be returned to the employee, rests with the City.
The provisions of this policy shall not apply if the employee has concealed or
misrepresented any material fact or circumstances concerning the subject of the
loss, his interests therein, or in the case of any fraud or false statements by the
employee relating thereto.
Any item not specifically mentioned may be discussed in a meeting of the
Labor-Management Committee.
7. Prior to changing or modifying current uniforms, the City will notify the Union, in
writing, with a minimum of 30 calendar days notice of its intent. The Union may at
any time request the Labor-Management Committee meet to discuss changes and
modifications to the current uniforms.
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HONOR Guard – Prior to any formal recognition of the Unit 3 Honor Guard, the City and
Union will determine the Honor Guard fund management, uniforms, policies, and
procedures in Labor-Management meetings. A good-faith effort will be made to
schedule these Labor-Management meetings within 8 weeks of the contract start date.
The AFSCME Local 2960 Honor Guard is a professional organization that represents
the City of Phoenix at official events, memorial services and employee funerals. The
AFSCME Local 2960 Honor Guard was established in January 2015 after the LODD
loss of Unit 3 employee Megan V. Lange. The 501c3 was formalized during the 2016-
2019 contract MOU at the request of the City during negotiations to help institute formal
recognition of the Honor Guard. Through the work of AFSCME Local 2960, a registered
501c3 non-profit association (ID #82-08366266), the Honor Guard provides public
education and community service. Each year of this agreement, the City will direct
$25,000 to a fund maintained by the City, which has been charged to the total
compensation of the Unit 3 economic package, to support the work and related
expenses of maintaining the Honor Guard. The Union will submit receipts to the City for
reimbursement. If the entire $25,000 is not used in the first year of the MOU the balance
will carry over into the following year not to exceed $50,000 during the term of this MOU.
Funds not used by the end of the MOU will be credited to the Unit 3 package for the
following contract.
Section 5-7: Tuition Reimbursement
A. Unit members who participate in the Tuition Assistance Program shall be eligible for
tuition reimbursement pursuant to the following provisions:
1. For the 2023-2024 fiscal years, an employee may submit tuition expenses incurred
in the prior fiscal year such that the maximum total reimbursed does not exceed
$13,000 across any two-year period.
2. To be eligible for any reimbursement, unit members must have successfully
completed academic or training courses approved by the department head and the
Human Resources Director as provided in existing regulations.
B. Tuition reimbursement in accordance with this Article will be made in the event an
employee's approved course of instruction is terminated solely and directly as a result
reimbursement shall not occur in the event of any other voluntary or involuntary change
in job assignment or employment status.
C. The City will reimburse unit members for expenses incurred as a result of requiring and
maintaining certification required by the City for Building Inspectors, Construction Permit
Specialists, and Operation Assistants Air side, and Fire Prevention Specialist once they
pass the test, on a one time basis only. The City will not reimburse unit members for
classes the City provides at no cost, or for classes the City identifies for unit members
to be taken at no cost.
D. Unit classifications at pay range 324 and above shall be allowed to utilize up to $225 to
attend one-day, in-state, city-related seminars/training and city-related memberships.
Page 269
Section 5-8: Car Insurance, Mileage Allowance, Bus Pass and Parking
A. Where, with respect to the below listed classifications, the City expressly requires as a
condition of employment that the employee own and utilize his personal automobile in
performing assigned duties, such employees shall be compensated $12.00 per month
toward automobile insurance expenses upon submission and resubmission as may be
required by the City of such insurance expenses being incurred by the employee:
Community Worker II
Caseworker I
Caseworker Aide
Senior Center Assistant
Employees required and authorized to use their private vehicle on City business and
who have provided proof of appropriate insurance as required by City regulations shall
be compensated at the IRS regulated rate per mile.*
*Refer to A.R. 6.21
B. Employees regularly assigned to the airport terminal buildings shall be provided parking
facilities without charge at a location at the airport to be specified by the Director of
Aviation.
C. All regular full-time and part time bargaining unit employees will receive, upon request,
a City issued bus/transit pass at no cost to be used only by the employee.
D. If parking rates are increased, the City will notify the union prior to the increase taking
place.
E. Parking rates for employees who drive motorcycles to work shall be reduced by 50%
when they park at the 305 garage or Adams Street Garage.
F. The City will provide 4 parking cards to the Union.
Section 5-9: Unpaid Parental Leave / Family Leave
A. The City will, as a matter of general policy, authorize up to 3 months of unpaid leave for
any unit member who is the parent of newly born, legally adopted child, or any unit
member who needs to care for an ill family member. Family members include spouse,
qualified domestic partner, children (natural, adopted, foster or stepchildren) brother,
sister, parents, and grandparents. Approval and use of this leave shall be subject to
existing Personnel Rules. The employees’ immediate family member does not have to
live in the employees’ household to be covered by this section.
B. Employee may use up to 10 hours of accumulated sick leave in at least one-hour
increments each calendar year for the home care or medical treatment for an immediate
Page 270
family member residing in the employee’s household. When there is an extreme illness
or injury situation where a life or death question exists involving an immediate family
member, an employee may use up to 5 days of accumulated sick leave. (This should
not be construed as bereavement leave under Personnel Rule 15g.)
In addition, employees may have dependent care situations where the above leave is
insufficient to cover their absence. Therefore, employees will be allowed to use
unscheduled accumulated vacation or compensatory time for the care of an immediate
family member up to a maximum of 5 incidents not to exceed a total of 40 hours each
calendar year.
For all of the above mentioned leaves, (sick leave, vacation, and compensatory leave)
the employee will not have these leaves be considered a negative factor under A.R.
2.30, when evaluating the job performance of an employee involved in a leave-
management program, up to a maximum total of 7 incidents per calendar year. An
incident is defined as an absence from work regardless of the length of time.
Immediate family is defined as the following persons: spouse, qualified domestic
partner, child, step-child, brother or sister of the employee or the parent of the employee
or spouse, a relative who, because of family circumstances, has been a parent substitute
to the employee may be considered as a substitute for mother or father in this definition.
In FY 2024, the City and the Union will meet and discuss changing sick leave
codes (e.g., BN, BO, BI, BE).
Section 5-10: Retirement Program and Benefits
The retirement program and benefits for Unit 3 employees are listed in the Phoenix City
Charter.
ARTICLE 6: Miscellaneous
Section 6-1: Saving Clause
A. If any Article or Section of this Memorandum should be held invalid by operation of law
or by final judgment of any tribunal of competent jurisdiction, or if compliance with or
enforcement of any Article or Section should be restrained by such tribunal, the
remainder of this Memorandum shall not be affected thereby; and upon issuance of such
final decree, the parties, upon request of either of them, shall meet and confer and
endeavor to agree on a substitution provision or that such a substitute provision is not
indicated.
B. It is recognized by the parties that this MOU shall be administered in compliance with
appropriate provisions of the Fair Labor Standards Act as may be amended.
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Section 6-2: Copies of Memorandum
A. Within 60 days of the date that this Memorandum is adopted by the City Council, the
City will arrange for printing of 100 jointly approved copies.
B. Printing vendors secured by the Union shall comply with Ordinance G-1372 (Affirmative
Action Supplier's Ordinance), as may be amended, and Ordinance G-1901 (Affirmative
Action Employment by Contractors, Subcontractors, and Suppliers), as may be
amended.
Section 6-3: Term and Effect of Memorandum
A. This Memorandum shall remain in full force and effect July 1, 2024 through June 30,
2026 and thereafter shall continue in effect year-by-year unless one of the parties
notifies the other in writing no later than December 1st, of the final year of the contract,
of its request(s) to modify or terminate it.
B. Except as expressly provided in this Memorandum, the City shall not be required to meet
and confer concerning any matter, whether covered or not covered herein, during the
term or extensions thereof.
C. If any section or provision of this Memorandum violates existing Federal, State or City
law, then such law shall supersede such provisions or section.
D. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Union having had an opportunity to raise all matters in connection with the
meet and confer proceedings resulting in this Memorandum is precluded from initiating
any further meeting and conferring for the term thereof relative to matters under the
control of the City Council or the City Manager.
E. The City may change the terms and conditions of Administrative Regulations during the
term of this Memorandum. The City will notify the Union of any changes in Personnel
Rules and/or new or revised Chapter 2 Administrative Regulations (ARs) affecting unit
employees.
The City will consult the Union concerning changes affecting existing compensation
provided for under the following Administrative Regulations:
2.16 Political Activity Time Off to Vote
2.241 Compensation for Interpreting and Translation by Personnel in City Courts
2.27 Employee Suggestion Program
2.34 Transitional Work Policy
3.41 Travel Authorization and Travel Expense Allowances
F. The provisions of this Memorandum apply to all unit members, except that entitlement
to health, life and long-term disability insurance, holiday, overtime and show-up benefits
Page 272
for regular hourly employees shall continue in accordance with present practice and
policy. The City shall not lay off from City employment full-time employees for the sole
purpose of replacing them with hourly employees, and will not alter the status of
incumbent full-time employees to hourly employees.
G. This Memorandum constitutes the total and entire agreements between the parties and
no past written or verbal statement/agreements shall supersede any of its provisions.
Section 6-4:
The City shall create an Employee Memorial for those employees lost to COVID-19 to
thank them for their service to the City of Phoenix
Page 273
IN WITNESS WHEREOF, the parties have set their hands this
_______ day of May, 2024
______________________________________________________________________
Frank Piccioli, President, AFSCME Local 2960
_____________________________________________________________________
Jason Perkiser, Assistant Human Resources Director, Labor Relations, City of Phoenix
_____________________________________________________________________
Jeffrey Barton, City Manager, City of Phoenix
ATTEST:
______________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix
APPROVED TO FORM:
______________________________________________________________________
City Attorney, City of Phoenix
AFSCME 2960 Team: City of Phoenix Team:
Frank Piccioli, President Jennifer Grøndahl, Deputy Human Resources Director
Debra Novak-Scott Martin Whitfield, Parks and Recreation Department
Angie Hernandez Jesse Cooper, Police Department
Kanika Jones Michael O'Shaughnessy, Aviation Department
Michelle Newcomb Lorizelda Stoeller, Public Works Department
Jose Vejar Jeff Schripsema, Fire Department
Georgia Leon Angie Varela, Deputy Human Resources Director
Karen Roberts Chad Morton, Human Resources (Coordinator)
Sonya Alva Brianna Soto, Human Resources (Scribe)
Lisa Lerma
Page 274
ATTACHMENT A
DEPARTMENTS REPRESENTED BY AFSCME LOCAL 2960
Aviation
City Clerk
Community & Economic Development
Phoenix Convention Center
Finance
Fire
Housing
Human Services
Information Technology
Law
Library
Municipal Court
Neighborhood Services
Parks & Recreation
Planning & Development Services
Police
Public Transit
Public Works
Street Transportation
Water
Stewards are listed on our website - afscme2960.org
Page 275
ATTACHMENT B
GUIDELINES FOR ADMINISTRATION OF
COMPENSATORY TIME/CASH PAYMENT OF OVERTIME
The following understanding is intended to serve as guidelines for employees and
supervisory and management personnel when administering the compensatory
time provisions of this Memorandum of Understanding.
Subject to the limitations set forth herein, the following shall apply:
Employees shall have the choice of requesting either compensatory time or cash
payment for overtime authorized and worked, if an overtime appropriation has been
included in the department budget for the departmental work unit in which the
employee works.
Employees will specify the type of payment (cash or compensatory time) at the
time the overtime is worked.
An employee's choice of type of payment shall be subject to supervisory approval.
Once agreement has been reached between the employee and the supervisor, the
type of payment agreed upon shall be honored.
This understanding regarding employee choice shall not apply under the following
circumstances:
Where no overtime appropriation has been included in the department budget for
the work unit in which the employee works.
Where budgetary, staffing, or grant limitations have been placed on the
authorization, use, disbursement or payment of such funds by the City Manager,
Department Head or their designated representatives, or where the terms and
conditions for the receipt and/or utilization of any federal, state, or local government
grants impose such limitations.
The City will make reasonable efforts to notify the Union when changes in
departmental overtime policies regarding the type of payment occur. Provided,
however, that failure to notify the Union shall not prevent or prohibit the department
from implementing such change.
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APPENDIX C
12-Hour Rule Examples
Regular Shift 2:00 PM - 10:00 PM M-F
Monday Tuesday
Works regular shift Works morning shift
2:00 PM 4:00 PM 6:00 PM 8:00 PM 10:00 PM 12:00 AM 2:00 AM 4:00 AM 6:00 AM 8:00 AM 10:00 AM 12:00 PM 2:00 PM
Time period of 6:00 AM - 10:00 AM qualifies for the
12-hour rule. Process XF 4 hours, employee is paid 4
hours at 1/2 time and receives regular hours paid
Wednesday Wednesday
Regular Shift 2:00 PM - 10:00 PM M-F
6:00 AM 8:00 AM 10:00 AM 12:00 PM 2:00 PM 4:00 PM 6:00 PM 8:00 PM
Time period of 6:00 AM - 2:00 PM qualifies for the
12-hour rule. Process XF 8 hours, employee is paid 8
hours at 1/2 time and receives OT (1 1/2) for
working 6:00 AM -2:00 PM
Thursday Friday
Regular Shift 6:00 AM - 2:00 PM M-F
6:00 AM 8:00 AM 10:00 AM 12:00 PM 2:00 PM 4:00 PM 6:00 PM 8:00 PM 10:00 PM 12:00 AM 2:00 AM
Time period of 6:00 PM - 2:00 AM qualifies for the 12-hour rule.
Process XF 8 hours, employee is paid 8 hours at 1/2 time and
receives OT (1 1/2) for working 6:00 PM - 2:00 AM
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This document was printed by employees represented by AFSCME Local 2960
Page 278
Report
Supporting documents
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Item text
Phoenix Law Enforcement Association, PLEA (Unit 4) (Resolution 22207)
The City of Phoenix has met and conferred with Phoenix Law Enforcement
Association, PLEA (Unit 4) in accordance with the terms of Section 2-218 of the City
Code, and a Memorandum of Understanding (MOU) has been approved by the
organization's membership. A copy of the proposed MOU has been filed with the City
Clerk and an opportunity for public comment was conducted at the May 1, 2024, City
Council Formal Meeting.
The following is a compensation summary in the proposed MOU:
· Non-continuous 2.5 percent of base wage
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 279
ATTACHMENT A
MEMORANDUM OF UNDERSTANDING
2024 – 2026
CITY OF PHOENIX
AND
PHOENIX LAW ENFORCEMENT ASSOCIATION
REPRESENTING UNIT 4 EMPLOYEES
Page 280
PREAMBLE .................................................................................................................... 4
ARTICLE 1: RIGHTS ...................................................................................................... 4
SECTION 1-1: PURPOSE/GENDER ...............................................................................................................................4
SECTION 1-2: CITY AND DEPARTMENT RIGHTS .........................................................................................................4
SECTION 1-3: RIGHTS OF ASSOCIATION .....................................................................................................................6
SECTION 1-4: RIGHTS OF UNIT MEMBERS................................................................................................................ 11
SECTION 1-5: PROHIBITION OF STRIKE AND LOCKOUTS........................................................................................... 20
ARTICLE 2: GRIEVANCE/ARBITRATION/LABOR MANAGEMENT .......................... 21
SECTION 2-1: GRIEVANCE PROCEDURE ................................................................................................................... 21
SECTION 2-2: LABOR-MANAGEMENT COMMITTEE .................................................................................................. 25
SECTION 2-3: RESOLVING GENERAL COMPLAINTS .................................................................................................. 26
ARTICLE 3: COMPENSATION/WAGES ...................................................................... 26
SECTION 3-1: WAGES .............................................................................................................................................. 26
SECTION 3-2: PRODUCTIVITY ENHANCEMENT PAY ................................................................................................. 27
SECTION 3-3: TRAINING PAY ................................................................................................................................... 28
SECTION 3-4: COMPENSATION FOR INTERPRETING AND TRANSLATION BY SWORN POLICE OFFICERS..................... 29
SECTION 3-5: OVERTIME ......................................................................................................................................... 30
SECTION 3-6: COURT TIME OVERTIME .................................................................................................................... 32
SECTION 3-7: CALL-OUT PAY.................................................................................................................................. 33
SECTION 3-8: OUT-OF-RANK PAY ........................................................................................................................... 34
SECTION 3-9: SICK LEAVE CONVERSION AT RETIREMENT ....................................................................................... 34
SECTION 3-10: SICK LEAVE PAYOUT ....................................................................................................................... 36
SECTION 3-11: NIGHT SHIFT DIFFERENTIAL/WEEKEND SHIFT DIFFERENTIAL ......................................................... 36
SECTION 3-12: STAND-BY PAY................................................................................................................................ 36
SECTION 3-13: COURT TIME STANDBY PAY ............................................................................................................ 37
SECTION 3-14: OFF-DUTY EMPLOYMENT ................................................................................................................ 37
SECTION 3-15: JURY DUTY ...................................................................................................................................... 38
SECTION 3-16: DEFERRED COMPENSATION AND DEFINED CONTRIBUTION PLANS .................................................. 38
SECTION 3-17: NON-DIRECT PAYMENT OF COMPENSATION OR BENEFITS............................................................... 38
SECTION 3-18: DRUG RECOGNITION EXPERT PREMIUM PAY ................................................................................... 39
SECTION 3-19: PHLEBOTOMIST PREMIUM PAY ........................................................................................................ 39
ARTICLE 4: HOURS OF WORK/WORKING CONDITIONS ........................................ 39
SECTION 4-1: WORK SCHEDULES ............................................................................................................................ 39
SECTION 4-2: SENIORITY ......................................................................................................................................... 41
ARTICLE 5: BENEFITS ................................................................................................ 42
SECTION 5-1: HEALTH INSURANCE .......................................................................................................................... 42
SECTION 5-2: RETIREE HEALTH INSURANCE ........................................................................................................... 42
SECTION 5-3: DENTAL INSURANCE .......................................................................................................................... 43
SECTION 5-4: LIFE INSURANCE ................................................................................................................................ 43
SECTION 5-5: LONG-TERM DISABILITY INSURANCE ................................................................................................ 44
SECTION 5-6: HOLIDAYS AND VACATION LEAVE .................................................................................................... 44
SECTION 5-7: OUT-OF-STATE VACATION RECALL ................................................................................................... 47
SECTION 5-8: MILITARY LEAVE .............................................................................................................................. 47
SECTION 5-9: UNIFORM, CLOTHING AND EQUIPMENT ALLOWANCE ........................................................................ 47
SECTION 5-10: REIMBURSEMENT FOR EDUCATION EXPENSES ................................................................................. 52
SECTION 5-11: LEAVE OF ABSENCE ......................................................................................................................... 52
SECTION 5-12: WORKERS’ COMPENSATION............................................................................................................. 52
ARTICLE 6: MISCELLANEOUS .................................................................................. 53
SECTION 6-1: SAVING CLAUSE ................................................................................................................................ 53
SECTION 6-2: COPIES OF MEMORANDUM................................................................................................................. 53
Page 281
SECTION 6-3: AID TO CONSTRUCTION OF PROVISIONS OF MEMORANDUM OF UNDERSTANDING ............................. 54
SECTION 6-4: CHANGES IN DEPARTMENT OPERATIONS ORDERS PURSUANT TO THIS MEMORANDUM ..................... 54
SECTION 6-5: PHYSICAL FITNESS ............................................................................................................................. 54
SECTION 6-6: TERM AND EFFECT OF MEMORANDUM .............................................................................................. 55
ATTACHMENT A .......................................................................................................... 57
ATTACHMENT B .......................................................................................................... 58
ATTACHMENT C .......................................................................................................... 59
Page 282
Preamble
WHEREAS the parties, through their designated representatives, met and conferred in
good faith pursuant to Chapter 2, Article XVII (Employer-Employee Relations), Phoenix
City Code in order to reach agreement concerning wages, hours, and working conditions
of employees in the Police Officers Unit, and
WHEREAS the parties hereby acknowledge that the provisions of this Memorandum are
not intended to abrogate the authority and responsibility of City government provided for
under the statutes of the State of Arizona or the Charter or ordinances of the City of
Phoenix except as expressly and lawfully limited herein,
NOW THEREFORE, it is agreed that this Memorandum of Understanding (hereinafter
“Memorandum”) shall be submitted to the City Council of the City of Phoenix for its
consideration.
ARTICLE 1: Rights
Section 1-1: Purpose/Gender
Wherever any words used herein in the masculine, feminine or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.
Section 1-2: City and Department Rights
A. The Association recognizes that the City and the Police Chief retain, whether
exercised or not, solely and exclusively, all express and inherent rights and
authority pursuant to law with respect to determining the level of and the manner
in which the City’s law enforcement activities are conducted, managed, and
administered, and the Association recognizes the exclusive right of Police Chief to
establish and maintain departmental rules and procedures for the administration
of the Police Department during the term of this Memorandum provided that such
rules and procedures do not violate any of the specific express provisions of this
Memorandum.
B. The City and Police Chief have the exclusive right and authority to schedule work
and/or overtime work as required in the manner most advantageous to the City.
C. It is understood by the parties that every incidental duty connected with operations
enumerated in job descriptions is not always specifically described; nevertheless,
it is intended that all such duties shall be performed by the employee.
Page 283
D. The Police Chief and City Manager reserve the right to discipline or discharge
employees for just cause, defined as follows, pursuant to the Civil Service laws.
The City reserves the right to lay off personnel of the Department.
1. The employer informed the law enforcement officer of the possible disciplinary
action resulting from the officer's conduct through agency manuals, employee
handbooks, the employer's rules and regulations, or other communications to
the officer or the conduct was such that the officer should have reasonably
known disciplinary action could occur.
2. The disciplinary action is reasonably related to the standards of conduct for a
professional law enforcement officer, the mission of the agency, the orderly,
efficient or safe operation of the agency, or the officer's fitness for duty.
3. The discipline is supported by a preponderance of evidence that the conduct
occurred.
4. The discipline is not excessive and is reasonably related to the seriousness of
the offense and the officer's service record.
E. The City and the Police Chief shall determine assignments and establish methods
and processes by which assignments are performed. This is not grievable under
the MOU.
F. The City and Police Chief shall have the right to transfer employees within the
Police Department in a manner most advantageous to the City. This is not
grievable under the MOU.
G. Except as otherwise specifically provided in this Memorandum, the City and the
Police Chief retain unqualifiedly all rights and authority to which by law they are
entitled.
H. The City shall have the authority without prior meeting and conferring to effect
reorganizations of the Police Department.
I. The Association recognizes that the City has statutory and Charter rights and
obligations in contracting for matters relating to municipal operations.
J. The Association pledges cooperation to the increasing of departmental efficiency
and effectiveness. Any and all rights concerning the management, organization,
and direction of the Police Department and the police force, including those set
forth in this Memorandum, shall be exclusively the right of the City and the Police
Chief unless otherwise provided by the express terms of this Memorandum as
permitted by law.
K. The inherent and express rights of the City and the Police Chief, including those
herein specifically referred to, which are not expressly modified or restricted by a
Page 284
specific provision of this Memorandum, are not in any way, directly or indirectly,
subject to the Grievance Procedure herein.
Section 1-3: Rights of Association
A. The Association, as the authorized representative, has the exclusive right to serve
as the meet and confer representative of all employees in the Police Officers Unit
as described in the City Code.
Under no circumstance shall the department create or request unit members to
sign or agree to individual employment contracts without mutual agreement with
the Association. Unit members will still be required to sign for receipt of materials.
B. Union Release:
The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The City and the Association have negotiated
six full-time release positions, and release hours, as an efficient and readily
available point of contact for addressing labor-management concerns. Examples
of work performed by the release positions in support of the City include ensuring
representation for unit employees during administrative investigations and
grievance/disciplinary appeal meetings with management; participating in
collaborative labor-management initiatives that benefit the City and the unit
members; serving on Police Department task forces and committees; facilitating
effective communication between City and Department management and unit
employees; assisting unit members in understanding and following work rules; and
administering the provisions of the Memorandum of Understanding. The cost to
the City for these release positions, including all benefits, has been charged as
part of the total compensation contained in this agreement in lieu of wages and
benefits.
1. Full-Time Release Positions:
a. The 6 full time release positions shall be sworn, full time, paid police officers
of the Phoenix Police Department, who will at all times remain qualified to
perform such duties as are normally expected and required of a municipal
police officer in the City of Phoenix, Arizona. These 6 full time release
positions will receive their regular salary including fringe benefits, and the
employer shall make all employer contributions to the Public Safety
Personnel Retirement System required by law so as to maintain their full
eligibility under the Public Safety Personnel Retirement System.
b. The 6 full time release positions shall participate in all appropriate training
requirements necessary to maintain membership in the department,
including all training mandated by the Arizona Peace Officers Standards
and Training Board (AZ POST).
Page 285
c. The 6 full time release positions agree to be bound by the City’s and the
Police Department’s rules, regulations, and operations orders, including but
not limited to proper notification when utilizing sick or vacation leave. The
full time release employees may be subject to disciplinary action for
violations of any such rules, regulations, general or operations orders.
d. The 6 full time release positions may work supplemental overtime shifts
consistent with the processes and policies set in place by the Phoenix
Police Department for all sworn police officers. Employees will submit all
overtime slips to their current supervisor to ensure that overtime is being
used appropriately.
2. Association Representatives:
The Association may designate up to 42 representatives and shall notify the
Police Chief and Labor Relations in writing of such designations as they occur.
There shall be no obligation on the City to change or adjust normal
departmental scheduling or assignments of personnel as a result of such
designations or as changes occur.
Every quarter, PLEA will provide a list of stewards that will be posted.
a. Up to two PLEA representatives may, when the Association is designated
by the unit member as his representative, attend mutually scheduled
grievance meetings, Use of Force Boards, Disciplinary Review Boards, IRP
Meetings, and hearings with department representatives and hearings
scheduled and conducted by the Civil Service Board without loss of pay or
benefits. Up to two PLEA representatives may attend hearings with the
department representative if more than one department representative is in
attendance. Paid release time used for any other purposes, such as
gathering information, interviewing the grievant/appellant or witnesses, or
preparing a presentation shall be charged against the bank of release hours
as described in Section 1-3 D. PLEA representatives are required to obtain
the permission of their non-unit supervisor to absent themselves from their
duties to attend scheduled meetings and provide representation.
b. When new work units, precinct(s)/bureau(s) are created, the Association
may designate up to 1 additional representative per bureau and up to 3
additional representatives per precinct. The increased number will be
consistent with current practice and will be based solely on the addition of
new work unit(s). Any deviation from the above will be discussed at a Labor-
Management meeting.
3. Bank of Release Hours:
A bank of 1,859 hours of paid Association release time shall be created per
M.O.U. year for use by the Association to engage in legitimate Association
business. PLEA will utilize best efforts to provide advanced notice of the use of
Page 286
these hours to Labor Relations so the affected chain of commands can be
notified. In all instances, PLEA will provide Labor Relations with notice of hours
used. The cost to the City for these release hours, including fringe, has been
charged as part of the total compensation contained in this agreement in lieu
of wages and benefits. Examples of how these hours are used by the
Association include:
a. For Executive Board members to attend meetings of the Executive Board,
meetings of the general membership, and for preparation for negotiations
pursuant to Chapter 2, Article XVII (Employer-Employee Relations),
Phoenix City Code.
b. For unit members to attend seminars, meetings, training classes and
conferences so that representatives better understand issues such as City
policies and practices, conflict resolution, labor-management partnerships,
and methods of effective representation.
c. For Association representatives to communicate with members, investigate
grievances or prepare for hearings. A PLEA representative wishing to enter
a work area for the purpose of investigating a formal grievance must first
gain the permission of the work area supervisor. This permission will not be
unreasonably withheld, giving proper consideration to essential work of the
department and the occupational safety of the PLEA representative. When
requesting a meeting with the work unit/site supervisor, the PLEA
representative will inform the supervisor of the purpose of the meeting.
PLEA representatives will attempt to schedule an appointment in advance
whenever possible. One additional PLEA representative may be allowed to
attend such meetings for training purposes.
Approval for use of paid release time hereunder shall be subject to
Departmental operational and scheduling factors. When using such paid
time, Association representatives and members of the Executive Board
shall give at least 24 hours written notice in advance.
In recognition of the mutual benefit to both the City and the Association, a
unit member using Association release time as defined by Articles in this
MOU to conduct Association business shall be accorded all insurance-
related benefits. Approval of claims made for benefits will be determined on
a case by case basis.
Any hours used in excess of the bank must be approved by the Police Chief,
the Labor Relations Administrator, and the PLEA president. The number of
hours used in excess of the bank at the end of the contract term will be
deducted from the bank at the start of the first year of the following contract.
Unused hours will be carried over into the first year of the next contract.
C. The president may appoint a legislative representative for the Association if the
legislative representative is registered with the Secretary of State as a lobbyist and
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if the legislative representative has agreed to work with and assist the city’s
legislative lobbyist. The legislative representative shall receive 500 hours of
release time per MOU year.
D. A member of the Executive Board of the Association, or a designated PLEA
representative, will, with the approval of the Police Chief or his designee, subject
to 24 hours written notice in advance, be authorized to engage in Association
related activities during City work hours on a non-paid basis. Approval for such
authorization for more than 2 Executive Officers or Board members of the
Association or designated shift representatives is subject to 48 hours written notice
in advance. Approval for use of unpaid time hereunder shall be subject to
Department operational and scheduling factors and administration control as to
usage of such time, but shall not be arbitrarily withheld. There shall be no use of
official paid time for Association related activities under this paragraph.
E. Upon the Association’s filing of a Third Party Data Sharing Agreement with the
Labor Relations Division, during the term of this Memorandum, upon request, the
City shall furnish to the Association bimonthly at no cost a listing of all unit
members, indicating name, mailing address, phone number, employee ID, and
assignment. The City will also provide a monthly list of employees added that
month to Unit 4.
F. The City shall deduct monthly from the pay warrants of Association members the
regular periodic Association membership dues and/or special assessments in
accordance with Chapter 2, Article XVII (Employer-Employee Relations), Phoenix
City Code and pursuant to the City’s existing dues deduction authorization form
duly completed and signed by the Association member, and transmit such
deductions to the Association on a monthly basis; except, however, that such
deduction shall be made only when an Association member’s earnings for a pay
period are sufficient after other legally required deductions are made. The City
shall, at the request of the Association, make changes in the amount of the
deduction hereunder during the term of this Memorandum at cost for implementing
such change. The City shall not make dues deductions for unit members on behalf
of any other employee organization as defined in Chapter 2, Article XVII
(Employer-Employee Relations), Phoenix City Code during the term of this
Memorandum. The City assumes no liability on account of any action taken
pursuant to this paragraph.
G. The Association is authorized to use mutually agreed upon non-work areas in City
facilities for pick-up by or distribution to unit members of official Association
literature that is not political in nature, abusive of any person or organization, or
disruptive of the department’s operations, it being understood and agreed,
however, that such activity shall not be done during the on-duty time of any unit
member. The Association may, using its own resources, use the mailboxes at work
locations to communicate with unit members. The association may use Inter-
departmental mail to communicate with unit members on two occasions a year.
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H. The Association and the Department will jointly present a 4-hour Employee
Wellness course to recruits who are expected to become sworn police officers.
Immediately following, the Association will be allowed 1 hour to talk to and possibly
sign newly sworn police officers into the Association and to explain the rights and
benefits under the MOU. This time will be allotted prior to reporting for the first
patrol training shift at the offices of the Association. The content of such information
shall not be political in nature, abusive of any person or the Department or
disruptive of the Department’s operation. Curriculum will be jointly approved with
the Training Bureau Division Chief.
I. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the unit member’s work shift in pursuit of
benefits provided by this Article. The employer shall count as time worked any
hours or fractions of hours spent within the unit member’s regular work shift in
pursuit of benefits provided by this Article.
J. Any unit representative attending any IRP, DRB, UFB, DAC, or any other review
board will be allowed to adjust their work schedule by an equal amount of time
spent in the meeting. The adjustment will require the approval of the
representative’s supervisor with operational consideration. Approval will not be
unreasonably withheld.
K. In the interest of encouraging continuing education for unit members, the
department will mail to the Association president the AZ POST calendar and all
other job related seminar notices it receives.
L. The Association will have 2 PLEA positions, designated in writing, on continuous
paid stand-by for the mutual benefit of both the City and the Association to respond
to critical incidents as needed. No member will be placed on stand-by if the
member is not available for call-out. If call-out occurs, overtime will be paid in
accordance with Article 3, Section 3.2.
M. Upon written request from the Association, the City will provide specific information
pertinent to a written grievance, arbitration case, or Civil Service appeal. The City
will also provide pertinent collective bargaining information. This material will be
supplied to the Association at no cost.
N. To improve communication and relationships between labor and management, the
Association will be allowed an opportunity to attend one mutually agreed upon
briefing quarterly with each squad to discuss Association business and issues of
mutual concern to labor and management. PLEA will utilize best efforts to provide
advance notice of meeting.
O. The City values and benefits from the participation of Union leaders on citywide
task forces and committees, Police Department task forces and committees, Labor
–Management work groups, and a variety of Health and Safety committees. These
activities take time away from expected tasks such as representation and
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communicating with the membership and may occur outside the regular work day
of the Union officials. The full-time release positions agree to participate in these
important committees and task forces. In recognition of this commitment, the City
agrees to provide a 960 hour bank of compensation for use by the full-time release
positions each MOU year.
P. Unit members who are not Association members at the beginning of the last pay
period in June of each year will receive 3.5 hours of vacation time, in addition to
their normal annual accruals, credited to their vacation leave bank on the second
paycheck in August of that same year. Unit members who are not Association
members at the beginning of the last pay period in December of each year will
receive 3.5 hours of vacation time in addition to their normal annual accruals,
credited to their vacation leave bank on the second paycheck in February of the
following year.
The number of hours distributed to Unit members who are not Association
members will be deducted from the leave banks described in Section 1-3,
beginning with the Section 1-3(C) leave bank, then the Section 1-3(B)(3) leave
bank, and then the Section 1-3(O) leave bank. If there are not enough hours in
the leave banks to refund the hours to Unit members who are not Association
members, the Association will reduce the number of full-time release positions for
the remainder of the six-month period. The value of each reduced full-time
release position will be converted to hours and credited to the Section 1-3(B)(3)
leave bank.
The City will provide Unit members who are not members of the Association “opt
in” forms, to be approved by the Association, allowing them to donate vacation
leave to be deposited into the Section 1-3(B)(3) leave bank. At any time during
the term of this MOU, any Unit member may request this “opt in” form in order to
donate vacation time in the manner above-described.
Q. As the certified unit 4 bargaining unit, the Association will be notified electronically
of Use of Force Boards and Disciplinary Review Boards at the time of scheduling.
Section 1-4: Rights of Unit Members
A. A unit member has the right to have the Association serve as their meet and confer
representative as set forth in Chapter 2, Article XVII (Employer-Employee
Relations), Phoenix City Code.
B. A unit member has the right to be represented by the Association in dealings with
the City concerning grievances and matters pertaining to their individual
employment rights and obligations.
1. If a unit member requests, representation will be allowed when the member is
the subject of an administrative investigation by Professional Standards
Bureau, any Police Department supervisor, or other City employee who is
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conducting an investigatory interview. The City will notify the Association who
will obtain the most readily available unit Association representative, who must
be a bargaining unit member. The unit representative will make every
reasonable attempt to arrive within one hour from the time a phone is made
available to the unit member. Management will make a concerted attempt to
release the association representative giving the consideration of the
departments’ and the associations’ scheduling concerns. The unit Association
representative may make a request for a caucus prior to, during, or after the
interview to bring to the investigator's attention issues which may be violations
of the MOU as set forth in this Memorandum or questions outside the scope of
the N.O.I. Prior to the conclusion of the meeting, the member, or representative
on behalf of the employee, will have the opportunity to make a closing
statement.
The Union representative may assist and consult with the employee, attempt
to clarify the facts or questions asked, and suggest other employees or
witnesses who may have knowledge of the underlying issues. The Union
representative may not turn the meeting into an adversarial proceeding, unduly
disrupt the interview, interfere with the objective of the examination, or
compromise the integrity of the interview. The Union representative may not
interrupt the employee’s response to a question, speak on behalf of the
employee, or prevent the employee from responding to a question. The Union
representative also may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.
During the interview, the interviewer may insist that they are only interested in
hearing the employee’s own account of the matter under investigation at that
time. The interviewer may not prohibit the Union representative from engaging
in meaningful representation, including assisting and consulting with the
employee.
2. The interview session shall be a reasonable period of time, taking into
consideration the gravity and complexity of the misconduct being investigated.
3. Prior to conducting an administrative interview, the City/Department will
consider the necessity of interviewing a Unit Member who is impaired by
alcohol or drugs. If the City/Department deems an immediate administrative
interview is not necessary, it will/may be scheduled at a later time.
4. At the time of the scheduled interview by Professional Standards Bureau, a
Police Department Supervisor, or other City Employee, the investigator will
provide the unit member and / or their representative written notices of
investigation informing the officer of the alleged facts that are the basis of the
investigation and all relevant and readily available materials, including
complaints (except for complaints that are filed with the employer and that
include allegations of unlawful discrimination, harassment or retaliation or
complaints that involve matters under the jurisdiction of the United States equal
employment opportunity commission). Material format may include video,
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audio, reports, photographs, documents, and other materials in accordance
with A.R.S § 38-1104(A)(2) in effect during the term of this agreement. Upon
the request of either party, the parties shall meet and confer the impact of any
changes to the provisions of A.R.S § 38-1104(A)(2) during the term of this
agreement. All materials will be made available to the unit member and/or their
representative in the draft investigation prior to the investigative review process
(IRP).
For investigations related to critical incidents such as officer involved shootings,
in-custody deaths, and/or police contract that result in serious physical injury or
death, Body Worn Camera (BWC) video will be made available to a unit
member prior to their administrative (PSB) interview if the unit member first
completes the criminal interview process with criminal investigators. The
parties understand that there are inherent limitations to BWCs and memory.
They also recognize that the inability to review BWC video can impact reporting
accuracy.
During the course of the administrative investigation, the investigator will not
knowingly misrepresent any fact or material issue to the unit member.
Prior to interviewing an involved employee, an Internal Investigation Material
List form documenting what materials, the investigating supervisor or PSB
investigator provided to the involved employee will be completed.
5. A unit member under investigation, and the association, will be notified in
writing every 3 months as to the current status of the investigation. This will
include a brief description of the number of known witnesses still to be
interviewed and other investigative processes remaining to be completed, as
well as an estimated date of completion.
6. When a draft investigation is provided to a Unit member, it will contain an
explanation of the member’s right to review the investigation within the time
period provided in Ops Order 3.19 before signing the investigative review
control form.
7. If changes are made to an investigation after an IRP, the unit member and
representative will be provided with a revised draft of the investigation. The
unit member will have up to 5 business days to review the revised draft, and
may attach a rebuttal, before signing an IRC form.
8. If new information is added, outside what was discussed during the IRP, to the
draft investigation, the member reserves the right to have an additional IRP to
discuss the new information. The additional IRP will only be afforded to
specifically discuss the added information, not to revisit items already
discussed in the initial IRP. The additional IRP will be scheduled and
completed within 7 calendar days, unless mutually agreed upon in writing prior
to the deadline.
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9. As the certified bargaining unit for all unit 4 members, all finalized investigations
will be provided to the Association monthly.
10. Analyses completed by artificial intelligence systems or programs ("Al")
will not be used as the sole basis for decisions related to Unit employee
discipline or officer assignments.
The City must notify officers, in writing, of the artificial intelligence
systems or programs ("Al") utilized by the City to review or analyze officer
data, the specific data collected and analyzed by these systems, and how
any analyses may be used.
If an "Al" system that is implemented by the department produces or
presents faulty data or misinformation related to officer reassignment or
discipline; the department in consultation with the association may pause
the utilization of the "Al" system. At that time the City and the association
will reconvene to assess the issue and determine the appropriate action
moving forward.
Artificial intelligence is the simulation of human intelligence processes
by machines, especially computer systems, to perform tasks requiring
cognition, including, but not limited to, learning, reasoning,
selfcorrection, and creativity.
C. A unit member has the right to present their own grievance, in person or by legal
counsel.
D. Unit members are entitled to representation if an overall "Not Met" performance
evaluation is appealed and is at the Executive Level (Assistant Chief or Chief) or
when management has more than one representative at the meeting to discuss
the appeal of the performance evaluation.
E.
1. A unit member covered hereunder shall, on their request and by appointment,
be permitted to examine their departmental or divisional personnel file, in the
presence of an appropriate supervisory official of the Department. The unit
member may be accompanied by another person of their choosing. When a
city directed work fitness/job performance medical evaluation process is
completed, the city agrees to give the city doctor a release to give the
information to the requesting employee.
2. No unit member shall have any adverse comments entered into their
departmental or divisional personnel file without the member being informed by
a supervisor. If the unit member requests, they may receive a copy of the
adverse comment.
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3. A unit member may, at their discretion, attach rebuttal statements to any
material contained in their departmental or divisional personnel file which may
be adverse in nature.
4. Discipline older than 5 years from the date of issuance will not be considered
for progressive discipline or promotion/transfer purposes except for the
following types of discipline, which may be considered for the duration of
employment (and upon the employee's return to employment, if applicable):
Final sustained discipline of suspension or higher of the following;
• The employee has been abusive or threatening in attitude, language, or
conduct towards fellow employees;
• The employee has solicited or taken for personal use a fee, gift or favor in
the course of the assigned work or in connection with it, which would lead
toward favoritism or the appearance of favoritism or a conflict of interest;
• The employee has intentionally falsified records or documents made, kept,
or maintained for or on behalf of the City of Phoenix;
• The employee has stolen or is in unauthorized possession of City property
or the property of another employee or citizen;
• The employee is under the influence of alcohol or illegal drugs on the job;
• The employee has violated City of Phoenix anti-harassment or anti-
discrimination policies;
• The employee committed a violation of the City's Ethics Policy;
• The employee committed an act of dishonesty;
• The employee committed an act meeting the elements of a felony; or
• The employee has committed a Class 3 violation of use of force.
5. A Supervisory Counseling is a documented warning presented to the employee
for signature. The effective date for any applicable appeal will start from the
date that the employee signs the Counseling.
6. Once a unit member has been disciplined, no further disciplinary action may be
imposed for the same specific allegation during the same incident of
misconduct. If a unit member has received a coaching for the same incident, it
may be considered as a mitigating factor in the final determination of discipline.
A unit member may be subjected to additional discipline if further investigation
reveals additional allegations arising from the same incident.
F. A unit member and Association Representative shall have the right to appear
before the departmental Disciplinary Review Board when disciplinary matters are
brought before the Board involving the unit member.
1. The purpose of such appearance is to give the unit member an opportunity to
respond to the assertions made against them.
2. The Department shall notify the unit member 10 calendar days prior to such
opportunity to respond to the Board. The notification shall contain the date,
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time, violation(s) and basis of each violation that has been sustained. In
addition, the unit member, if they choose, may meet with their immediate
supervisor along with the second level supervisor or the unit member’s
Bureau/Precinct Commander for the purpose of discussing the basis of each
violation to be reviewed by the DRB. If the immediate supervisor conducted the
investigation, the unit member, if they choose, may meet with the next
supervisor in their chain of command. Such request shall be made in writing to
the unit member’s immediate supervisor. Also, the unit member, if they choose,
may be accompanied by an Association representative at either meeting.
a. At the IRP meeting, the unit member shall be afforded a reasonable
opportunity to review the written investigation. Realizing that in some cases
there may be information that would be detrimental to the department’s
ability to conduct misconduct investigations, that information may be
deleted. However, all other information will be available for review.
3. The unit member under investigation may request a copy of the DRB
information at no cost. The DRB information will be made available to the unit
member or their representative at the same time the unit member is served with
the DRB notice. Any written or electronic material to be presented by the
employee or their representative to the DRB shall also be given to the
department in a reasonable time. The information will be supplied electronically
if possible; if not, it will be supplied in written form. In addition, the department
will supply any audio/video tapes and computer graphics which have been
produced.
4. The unit member may, at their discretion, appear before the Board with an
Association representative of their choosing and may state the reasons why
the proposed action is unjustified. The unit member and their representative
may passively observe all presentations made to the board and all responses
made to questions by board members. The unit member and non-board
members will be excluded from the room during board deliberations.
5. The unit member may submit relevant written matter in support of their position.
6. If the unit member requests, representation will be allowed, consistent with
Article 1, Section 1-4(B)(1) of this Memorandum, during Use Of Force Board
(UFB) hearings. A unit Association representative will be allowed to observe all
presentations made to the Board and all responses to questions by Board
members.
a. At least 10 days prior to the convening of the UFB the unit member will be
provided at no cost with a copy of all documentation concerning their
involvement in the matter under investigation that is made available to the
UFB Board members.
b. At the conclusion of the UFB, the Board Chair will verbally advise the unit
member and representative of policies violated that support the
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recommendation. The unit member and representative will also be provided
a copy of the UFB recommendation submitted to the Chief within 3 business
days.
c. The Association has the right to meet with the Police Chief, or designee,
within 7 business days of the board’s decision, as scheduled by the Police
Chief’s office, to discuss an “out of policy” recommendation by the UFB
before a final decision is rendered.
7. A unit member will be provided written notice of a Loudermill hearing at least 5
working days before the scheduled hearing along with copies of all supporting
documentation. This is to ensure the member will have a meaningful
opportunity to prepare for the hearing. The unit member may submit written
information for the Chief’s consideration in advance of the hearing. At the
hearing, the unit member may present any information the member deems
relevant, including one character witness to provide a statement. The witness
will not read written statements submitted by others.
a. The timeline for written notice of a Loudermill hearing resulting from an
arrest for a felony crime under color of authority will be at the discretion of
the Police Chief.
8. In recognition of the mutual benefit to both the city and the unit member,
suspensions MAY BE served under the following time limits, at the unit
member’s option. Unit members may serve suspensions of more than 40
hours on an alternating weekly schedule. The city retains the option to deviate
from this provision for suspensions involving sexual harassment, violence in
the work place, felonies, and drugs/alcohol.
G. A unit member under investigation by Professional Standards Bureau or a Police
Department supervisor for a disciplinary matter that may lead to a written
reprimand, suspension, demotion, or discharge, and who is interviewed or
interrogated, or requested to produce any documentation, shall be given a written
Notice Of Investigation (Form 80-58DB) informing them of the specific nature of
the investigation, their status in the investigation, and all known allegations of
misconduct involved in the interview of the unit member. In addition, the unit
member and/or the Police Department supervisor/Professional Standard Bureau
representative may mechanically record such interview/interrogation. Should any
mechanical recordings take place, the department reserves the right to transcribe
any such interview/interrogation for the purpose of verifying the accuracy of the
interview/interrogation and, if requested, the unit member shall sign the
transcription if it is accurate. In the event that the investigator intends to segment
the interview or the interrogation, the NOI will inform the member of the specific
nature and all known allegations pertaining to the portion or portions of the
investigation being covered by the segmented Notice of Investigation.
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1. A copy of the signed and dated Notice of Investigation will be given to the unit
member prior to the beginning of the interview. The unit member shall have the
right to retain the NOI for their use throughout the entire course of the interview.
2. The unit member will be provided a copy of all the interview/interrogation in
digital media format.
3. If any unit member is told not to speak to anyone regarding an investigation,
this admonition does not apply to speaking with an attorney functioning within
the attorney-client relationship. In addition, if an accused unit member is told
not to speak to anyone regarding an investigation, this admonition does not
apply to speaking with an Association representative, who may discuss the
matter only with the grievance chairman/Association president or their
designated representative. Once the investigation is completed, any unit
member may speak with an Association representative regarding the incident.
When the investigation is completed, the accused unit member will be notified
in writing of the findings. A unit member under internal or administrative
investigation may be reassigned (may include reassignment to their home),
until the completion of the investigation.
4. If during the course of the above mentioned investigation, information is learned
concerning additional misconduct on the part of the unit member being
interviewed, an NOI will be issued to the unit member prior to the unit member
being questioned about the additional misconduct information.
5. Investigations alleging serious misconduct and/or issues of veracity will be
investigated by Professional Standards Bureau (PSB) or other appropriate City
entity.
6. Notification regarding the general nature of a Professional Standards Bureau
(PSB) interview at the time of scheduling will be left at the discretion of the PSB
Commander.
7. If any additional NOI’s are served during the course of a misconduct interview
where a PLEA representative is not present (has not been requested), a break
in the interview of up to 1 hour will be granted (if requested) for the employee
to obtain a PLEA representative.
8. The unit member or the unit member’s representative may make a request to
the Chief, or their designee, in unusual circumstances such as a unit member’s
extended duty or hospitalization, to delay the PSB interview for up to 24 hours
after a critical incident.
9. A unit member will not be terminated for the sole reason of having been served
with an order of protection or injunction against harassment unless that court
order precludes the officer from performing their essential functions, including
but not limited to carrying a firearm; until appeal processes have been
exhausted.
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H. It is understood by the parties that the benefits granted by this Article, shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the unit member’s work shift in pursuit of
benefits provided by this Article. The employer shall count as time worked any
hours or fractions of hours spent within the unit member’s regular work shift in
pursuit of benefits provided by this Article.
I. The affected employee attending any IRP, DRB, UFB, DAC, Grievance meeting,
Civil Service Appeal, or any other review board while off duty shall be allowed to
adjust their work schedule by an equal amount of time spent in the meeting. The
adjustment will require the approval of the unit member’s supervisor, with
operational considerations. Approval will not be unreasonably withheld.
J. After a separation notice has been signed by the appropriate authorities, and if the
unit member is given the opportunity to resign, the unit member will have 3 hours
to consult with an Association representative.
K. A unit member who receives a written reprimand will be provided a copy of the
official documentation, if any, supporting the written reprimand at the time the unit
member receives the reprimand.
L. If the Driving Analysis Committee sends a case to the DRB for review, the unit
member will receive a copy of the facts supporting the DAC position upon request.
Prior to the DAC review, unless the unit member declines, an IRP will be completed
with the unit member’s commander.
M. In accordance with the terms outlined in Section 1-4.E.4, a unit member seeking
an "at request" transfer will only have discipline of a relevant nature considered in
the determination of the transfer using the following prescribed time frames. The
class will be determined by the finalized PSB investigation.
Written Reprimands: 12 months from date of NOI
Class I Discipline: 12 months from date of NOI
Class II Discipline: 18 months from date of NOI
Class III Discipline: 24 months from date of NOI
N. If an employee is not given their performance evaluation by the annual review date,
the employee may request the merit increase in writing by sending a memorandum
directly to the Human Resources Officer in the Fiscal Management Bureau. If the
performance evaluation is an overall “met,” the request will be processed within 21
calendar days of submittal and will be retroactive to the performance evaluation
annual review date.
O. Unit members will not be excluded from applying and/or competing in a transfer
process based solely on a pending investigation. The investigation is no longer
considered “pending” once the NOF has been served to the member. However,
the transfer process will not be delayed pending the conclusion of the related
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investigation. If a unit member is passed over for transfer based on the pending
investigation, he/she may be eligible for the next available opening depending
upon the outcome of the investigation.
P. An association member, or the association at the request of the member, may
request the opportunity to discuss a good-of-the-department transfer decision with
the member's Division Commander. The Division Commander will make
him/herself available, but the transfer action will not be delayed based on this
provision. This provision does not apply to transfers made to adjust staffing levels,
reduce staff in a specific area or other similar operational need.
Q. A unit member or their representative may request the opportunity to discuss and
review a transfer that is the subject of a grievance with the Chief or their designee.
The Chief or their designee shall make themselves available to discuss, but the
transfer action will not be delayed based on this provision. The transfer action
could be delayed or reversed at the discretion of the Chief or their designee. (This
paragraph does not apply to at-request transfers or transfers based on a selection
process).
R. If the City overpays a unit member for any reason, the money will be recovered at
the same rate at which it was paid unless total amount is less than $250.00, at
which the entire amount may be recovered in one lump sum.
S. Progressive Discipline time periods will be based on date of the NOI.
Section 1-5: Prohibition of Strike and Lockouts
A. The Association and the unit members covered by this Memorandum recognize
and agree that rendering of police services to the community cannot under any
circumstances or conditions be withheld, interrupted, or discontinued, and to do so
would endanger the health, safety and welfare of the citizens of the City of Phoenix.
B. The Association pledges to maintain unimpaired municipal services as directed by
the City. Neither the Association, nor any unit member, for any reason, will
authorize, institute, aid, condone or engage in a slowdown, work stoppage, strike,
or any other interference with the work and statutory functions and obligations of
the City or the Department. During the term of this Memorandum neither the City
nor its agents for any reason shall authorize, institute, aid or promote any lockout
of unit members covered by this Memorandum.
C. Should any unit member during the term of this Memorandum, and until such time
that it is expressly and legally rescinded, breach the obligations of Section 1-5B,
the City Manager or his designee shall immediately notify the Association that a
prohibited action is in progress.
D. The Association shall forthwith, through its executive officers and other authorized
representatives, disavow said strike or other prohibited action, and shall notify in
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writing all Association members and representatives of their obligation and
responsibility for maintaining compliance with this Article, including their
responsibility to remain at work during any interruption which may be caused or
initiated by others. Copies of such notification shall be delivered to the office of the
City Manager. In addition, the Association shall order all unit members violating
this Article to immediately return to work and cease the strike or other prohibited
activity. Such order shall be delivered both orally and in writing to all unit members
violating this Article with copies of the written order to be delivered to the office of
the City Manager.
E. Penalties or sanctions the City may assess against a unit member who violates
this Section shall include, but not be limited to:
1. Discipline up to and including discharge.
2. Loss of all compensation and benefits, including seniority, during the period of
such prohibited activity.
F. Should the Association during the term of this Memorandum and until such time
that it is expressly and legally rescinded, breach its obligations under this Section,
it is agreed that all penalties set forth in Chapter 2, Article XVII (Employer-
Employee Relations), Phoenix City Code, shall be imposed on the Association, in
addition to any other legal and administrative remedies available to the City that in
its discretion it may elect to pursue.
G. Nothing contained herein shall preclude the City from obtaining judicial restraint or
from seeking damages from the Association, in the event of a violation of this
Section.
ARTICLE 2: Grievance/Arbitration/Labor Management
Section 2-1: Grievance Procedure
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee's regular work shift in pursuit of benefits provided by this
Article.
A. Informal Resolution
1. As a matter of good labor-management relations, unit members who believe
that they have a bona fide grievance will discuss and attempt to resolve it with
the appropriate lowest level of supervision.
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2. If the above informal discussion is held and does not resolve the grievance, the
unit member may file a formal grievance in accordance with the following
procedure.
B. Definition of Grievance
1. A grievance is a written allegation by a unit member, submitted as herein
specified, claiming violation(s) regarding the specific express terms of this
Memorandum for which there is no other specific and formal method of review.
However, disputes specifically excluded in other Articles of this Agreement from
the Grievance and Arbitration procedure shall not be construed as within the
definition set forth above and shall not be handled in accordance with this
procedure. It is agreed that such excluded disputes are not grievable or
arbitrable under the terms of this Article or under this contract.
2. The City continues to retain the format used for grievances, including forms,
technology, etc.
3. A grievance which does not meet the requirements set forth in this Article shall
be null and void, and will not be processed in accordance with this procedure.
4. The City is not under any obligation to accept grievances where the City
Manager has previously decided on the same fact pattern.
C. Procedure
All grievances covered by this Article shall be handled exclusively in the following
manner:
A grievance must be reduced to writing, citing the specific Article and Section of
this Memorandum alleged to have been violated.
1. Step 1
The unit member shall reduce the grievance to writing by signing and
completing the grievance form provided by the City and submit it to the
Commander/Administrator, or designee, within 14 calendar days of the initial
commencement of the occurrence being grieved.
The Commander/Administrator, or designee, may investigate, further consider,
and discuss the grievance with the grievant and the grievant's representative,
if any, as deemed appropriate, and shall, within 14 calendar days of having
received the written grievance, submit a response thereto in writing to the
grievant. The parties by written mutual agreement may move the grievance to
Step 2 of the grievance procedure.
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2. Step 2
If the written response of the Step 1 does not result in a resolution of the
grievance, the grievant may appeal the grievance by signing and completing
the City form and presenting it to the division head, or designee within 14
calendar days of the grievant's receipt of the Step 1 response.
The division head, or designee, may further consider and discuss the grievance
with the grievant and the grievant's representative, if any, as deemed
appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. The parties by
written agreement may move the grievance to Step 3 of the grievance
procedure.
3. Step 2.5
After the Step 2 response, but prior to review by the Grievance Committee, the
parties involved may mutually agree to submit the grievance to Labor Relations.
The grievance, as originally written and Step 1 and Step 2 responses, must be
submitted to Labor Relations within 14 calendar days of receipt of the Step 2
response. Labor Relations shall, within 14 calendar days of the receipt of the
grievance, meet with the department head, or designee, and the grievant and
the grievant's representative, if any, in an attempt to resolve the grievance.
Labor Relations shall then submit a written response to all parties within 14
calendar days of the meeting.
4. Step 3
a. If the written response of the Step 2 (or 2.5 if applicable) does not result in
a resolution of the grievance, the grievant may, within 14 calendar days of
the Step 2 response, appeal the grievance by signing and completing the
City form and presenting it to Labor Relations. A Grievance Committee
hearing will be scheduled at which the grievant shall be afforded the
opportunity to fully present his position and to be represented.
The Grievance Committee shall be composed of:
Chairman – A member of the City Manager’s Office designated by the
City Manager.
Member – A City department head on a rotating schedule.
Member – The President of another union, other than the Grievant’s,
representing employees with the City of Phoenix.
The Grievance Committee shall submit findings and advisory
recommendation(s) to the City Manager. The City Manager shall make the
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final determination of the grievance and submit it in writing to the grievant
and his designated representative.
b. If the grievant so elects in writing within the above time limit, in lieu of such
hearing the grievance may be reviewed by an arbitrator. The parties, or
their designated representatives, shall agree on an arbitrator, and if they
are unable to agree on an arbitrator within a reasonable time, either party
may request the Federal Mediation and Conciliation Service to submit to
them a list of 7 arbitrators who have had experience in the public sector.
The parties shall, within 7 calendar days of the receipt of said list, select the
arbitrator by alternately striking names from said list until one name
remains. Such person shall then become the arbitrator. The arbitrator so
selected shall hold a hearing as expeditiously as possible at a time and
place convenient to the parties, and shall be bound by the following:
i. The arbitrator shall be bound by the language of this Memorandum and
departmental rules and regulations consistent therewith in considering
any issue properly before him/her.
ii. The arbitrator shall expressly confine him/herself to the precise issues
submitted to him/her and shall have no authority to consider any other
issue not so submitted to him/her.
iii. The arbitrator shall be bound by applicable State and City law.
iv. The cost of the arbitrator and any other mutually incurred costs shall be
borne equally by the parties.
The arbitrator shall submit findings and advisory recommendations to the
City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the grievant and his designated
representative.
D. Time Limits
Failure of City Management representatives to comply with time limits specified in
Paragraph C shall entitle the grievant to appeal to the next level of review; and
failure of the grievant to comply with said time limits shall constitute abandonment
of the grievance; except however, that the parties may extend time limits by mutual
written agreement in advance of the deadline.
E. Union Grievance
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The Union may, in its own name, file a grievance that alleges violation by the City
of the rights accorded to the Union by the specific terms of Article 1-3 of this
Memorandum. The Union shall file such grievance at Step 3 of this Procedure.
F. Group Grievance
When more than one unit member claims the same violation of the same rights
allegedly accorded by this Memorandum, and such claims arise at substantially
the same time and out of the same circumstances, a single group grievance may
be filed in the name of all such members. Such group grievances shall be filed at
the Step of this Procedure which provides the lowest level of common supervision
having authority over all named Grievants. Each unit member that is a party
Grievant must be named in such group grievance.
G. Employer Grievances
Should they occur as a result of official Union activities or actions, including the
failure to act as required under the terms of this Memorandum, employer
grievances will be presented directly to the Union president or any officer of the
Union within 14 days of the occurrence prompting the grievance. The president,
or designee, shall in each case provide a written answer within 14 days from
receipt of the grievance. Unresolved employer grievances may be submitted to
arbitration pursuant to Step 3 so long as the City pays the cost of the arbitrator.
Section 2-2: Labor-Management Committee
A. There shall be a Labor-Management Committee consisting of up to 6
representatives of the Association and up to 6 representatives of the Department
and City. The purpose of the Committee is to facilitate improved Labor-
Management relationships by providing an informal forum for the free exchange of
views and discussions of mutual concerns and problems as distinguished from
meeting and conferring.
B. The Committee shall meet as needed by union request, quarterly at mutually
scheduled times. Parties may mutually agree to meet more frequently.
C. Representatives of the Association on the Committee who are unit members shall
not lose pay or benefits for meetings mutually scheduled during their duty time up
to a maximum of 3 hours per unit member per meeting.
D. It is understood by the parties that the benefits granted by this Section shall not be
interpreted or applied as requiring the employer to count as time worked, any hours
or fractions of hours spent outside the unit member’s work shift in pursuit of
benefits provided by this Section. The employer shall count as time worked any
hours or fractions of hours spent within the unit member’s regular work shift in
pursuit of benefits provided by this Article.
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E. For a unit member whose regular shift is other than Shift 1, there will be flexibility
in changing his normal work hours for the purposes of attending official Labor-
Management meetings called by or with the concurrence of City management or
the Police Chief or designee.
Section 2-3: Resolving General Complaints
In the spirit of continually developing good labor-management relations all parties
are encouraged to address general complaints at the lowest level of management
in attempt to seek resolution before escalating issues up the chain of command.
ARTICLE 3: Compensation/Wages
Section 3-1: Wages
A. Unit 4 employees will receive a non-continuous payment equal to the
economic value of 2.5% of their base wage to be paid out on the first full pay
period in August of 2024.
B. Limited Reopener for FY 2025-2026: If the city projects and revenues will
exceed $1,750,000,000 for the Fiscal Year 2025-2026 in the forecast that is
presented to the City Council in February 2025, the parties may reopen
Section 3-1 of this agreement for the sole and limited purpose of Meeting
and Conferring, In February 2025, over base wage increases, if any. Unless
held invalid by operations of law and or by final judgment of any tribunal of
competent jurisdiction, all other terms and conditions of this MOU shall
remain in full force and effect during any such reopener and throughout the
duration of this MOU.
C. Unit members assigned to the Air Support Unit, and who have achieved and
maintained the qualification level of Pilot in Command, shall be placed at step one
of Police Officer*Pilot, Job Code 62211, in the pay schedule outlined in Attachment
C.
D. Unit members assigned to the Air Support Unit, and who have achieved and
maintained the qualification level of Rescue Qualified Pilot or PC12 Qualified Pilot,
shall be placed at step one for Police Officer*Rescue Pilot, Job Code 62212, in the
pay schedule outlined in Attachment C.
E. Unit members assigned to the Air Support Unit, and who have achieved and
maintained the qualification level of Unit Certified Flight Instructor, shall be placed
at step one of Police Officer*Flight Instr, Job Code 62213, in the pay schedule
outlined in Attachment C.
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F. A unit member assigned to the Air Support Unit, and who has achieved and
maintained the qualification level of Chief Pilot, shall be placed at step one of Police
Officer*Chief Pilot, Job Code 62214, in the pay schedule outlined in Attachment C.
G. Unit members assigned to one of the four described Air Support assignments may
only qualify for and receive pay for one pay step at a time. Example: A unit member
qualified as a Unit Certified Flight Instructor and receiving pay at pay step one of
Job Code 62213 shall not receive the premium pay for any other pay step the unit
member may also qualify for.
H. Unit members designated as Team Leaders on SAU squads will receive an
additional 5% base hourly rate of pay while assigned to this position.
I. It is understood that for implementation purposes, the practice of rounding of
fractional cents shall be done in accordance with accepted mathematical and
accounting principles.
J. When a conflict arises between the Pay Schedule attached hereto as Appendices
and the Pay Ordinance due to mathematical, typographical, or printing error, the
Pay Ordinance shall be the controlling authority.
K. It is the intent of the parties to permanently move the effective date of any wage
increase to the start of the first pay period in July.
L. Lateral Pay:
A Lateral Police Officer will be placed into the pay step one below where a
their previous agency has 250 or more allocated sworn positions. (I.E. 5 year
lateral officer would be placed in step 4.)
A Lateral Police Officer will be placed into the pay step two below where a
their previous agency has less than 250 allocated sworn positions. (I.E. 5
year lateral officer would be placed in step 3.)
Section 3-2: Productivity Enhancement Pay
In recognition of dedicated public service and overall performance, the City agrees to
implement the following Productivity Enhancement Pay formula for unit members:
A. Pay Benefit:
1. In December 2024, June 2025, December 2025, and June 2026, a unit
employee who has completed at least 7 years of continuous full-time service
and who meets the additional qualifications specified in this Article shall receive
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$80, pro-rated and included each pay period in the qualifying unit member’s
regular pay check, for each full year of continuous full-time service in excess of
6 years, up to a semi-annual maximum of $1,040, annual maximum of $2,080
at 20 years.
2. In December 2024, June 2025, December 2025, and June 2026, a unit
employee at 20 years and one day of continuous full-time service shall receive
$125, pro-rated and included each pay period in the qualifying unit member’s
regular pay check, for each full year of continuous service in excess of 6 years,
up to a semi-annual maximum of $2,000, annual maximum of $4,000 at 22
years or more.
B. Qualifications:
1. A unit member must have completed at least 1 year of continuous full-time
service at the top step in his classification. Employees in step 8 as of July 8,
2002 will receive Productivity Enhancement Pay when they reach one year at
step 8 and maintain their Productivity Enhancement Pay eligibility when they
move to step 9. Employees in step 7 or below as of July 8, 2002 will be required
to complete one year at step 9 to be eligible for Productivity Enhancement Pay.
2. A unit member must have completed 7 years of continuous full-time service. A
unit member who has continuous, full time City service in another
classification(s) may apply that time to the 7 year requirement.
3. A unit member must have achieved the overall performance rating of meets
standards or better on his latest scheduled performance evaluation on file in
the Human Resources Department.
4. A unit member who receives a less than meets standards rating may appeal
that rating by memo through his chain of command to the Police Chief. A unit
member’s eligibility shall be reinstated once the unit member receives a
scheduled or unscheduled performance rating that meets standards.
5. A unit member must be on full-time active status. A unit member on industrial
leave shall qualify for this payment for only the first year of the industrial leave.
However, the entire period of industrial leave shall qualify as continuous service
when the unit member returns to active employment.
C. Terms of Payment:
1. The City will make adjustments to an employee’s Productivity Enhancement
payment within 30 days of the qualifying date.
Section 3-3: Training Pay
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A. Field Training Officers (FTOs) whom the department selects to conduct
department-approved officer field training; will receive an additional 5% of their
base hourly rate of pay for every day they are assigned to an officially authorized
field training position.
B. Field Training Officers who train in place or unit member assigned to train an O.I.T.
in traffic/DUI enforcement will receive 5% base hourly rate of pay for every day the
unit member actually trains.
C. Unit members assigned to the Canine Unit, who have achieved and maintain the
qualifications for the position of Canine Unit Trainer, will receive an additional 5%
of their base hourly rate of pay for every day they are assigned to an officially
authorized Canine Unit Trainer Position. The following is a list of requirements to
receive payment as a Canine Unit Trainer:
1. The unit member must be, or be designated by the Department to become,
certified by an outside association to train police service dogs. The certifications
include patrol, narcotics detection and/or explosive detection.
2. Training being provided must include basic level training for canines and
handlers assigned to the unit. This section is not meant to include a canine
handler training only his or her assigned canine; it is meant for those who
provide basic and in service training to other canine teams in the unit.
3. An officially authorized Canine Unit Trainer Position must include responsibility
for proper written evaluation of each canine and handler being trained.
D. Detectives whom the department selects to conduct department-approved new
Detective training; will receive an additional 5% of their base rate of pay for every
day the Detective is training.
Section 3-4: Compensation for Interpreting and Translation by Sworn Police
Officers
A. Purpose
1. This regulation is written to provide guidelines for adjusting the compensation
of sworn police officers who are authorized and required by a sworn police
supervisor to utilize a language other than English, including sign language, to
conduct an official Police Department function or activity.
2. This compensation shall be for police-related functions or activities in which the
unit member is called upon to interpret in addition to their normal assigned
duties.
B. Payment Authorization
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Compensation provided for by this regulation shall be given only when approved
by a sworn police supervisor prior to the actual interpretation or translation.
C. Performance Activities Approved for Special Compensation
1. Verbal interpretation, in excess of 7 consecutive minutes per occurrence, while
conducting any assigned formal police function or activity.
2. Written translation, in excess of 7 consecutive minutes per occurrence, while
conducting any assigned formal police function or activity.
3. Signing interpretation and translation, in excess of 7 consecutive minutes per
occurrence, while conducting any assigned formal police function or activity.
D. Compensation
A unit member who meets linguistic skills qualifications, as determined by a
management review panel, or in the case of sign language determined by
presenting certification recognized by the Arizona Commission for the Deaf and
Hard of Hearing (ACDHH), shall be paid a premium of $10.00 per hour calculated
to the nearest 1/4 hour, in addition to his base hourly rate, for each hour he is
engaged in assigned and authorized interpretation, translation, or signing
activities.
Consistent with Section 5-10, 3 of this Memorandum and A.R. 2.51, employees
are eligible to use the seminar and professional membership portion of their
reimbursement benefit for the ACDHH certification.
E. Supervisory Authorization
Authorization must be provided by a sworn police supervisor in each case. Written
notification which includes a listing of the specific time periods for which the
premium payment is sought along with signatures of the unit member and the
appropriate supervisor should be forwarded to the Police Department’s Fiscal
Management Bureau before the end of the pay period in which the additional duty
occurred.
Section 3-5: Overtime
A. Overtime is defined as time assigned and worked beyond the regularly scheduled
40 hour work week or 8 hour work shift, or 10 hour work shift if a 4 day work week
is implemented. Duly authorized paid leave shall be considered as time worked for
purposes of the regularly scheduled work week. This provision shall not apply to
unpaid leave.
B. Overtime shall be worked and shall be allowed if assigned by the Police Chief or
his designees.
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C. Overtime work will be compensated in either cash or compensation time at 1-1/2
times the regular rate of pay after the first 7 minutes assigned and worked beyond
the end of the unit member’s regularly scheduled shift, calculated to the nearest
1/4 hour.
D. A unit member may, subject to approval of his non-unit supervisor based on
considerations of departmental scheduling and operations factors, request to use
overtime as compensatory time subject to the limitation of 300 hours on the
accumulation of compensatory time. Use of compensatory time shall be subject to
advance approval of the non-unit supervisor. If a unit member submits overtime
requests that are in excess of 300 hours, he will be paid the difference.
E. Unit members may contribute accrued compensatory time to other employees in
accordance with City policy governing contributions of leave for serious illness of
an employee or their immediate family member.
F. A unit member may be paid for accumulated compensatory time by submitting a
memorandum to the Fiscal Bureau requesting payment for any portion of the
compensatory time. This may be done at any time upon the unit member’s request,
and such payment will be made in the pay period following receipt of the
memorandum by the Fiscal Bureau.
G. At the direction of the immediate supervisor in each case, a unit member shall be
entitled to overtime in accordance with Article 3, Section 3-6 hereof, while he is
being evaluated by the authorized and designated City physician for return to work
at times he is not scheduled to be on duty nor is on paid leave or disability benefit
status, based on actual check-in and check-out time recorded by Health Center
staff. This time shall not qualify for the guaranteed minimum overtime provision
contained in Section 3-8, but shall be compensated at a minimum of 1 hour at 1-
1/2. No unit member shall be compensated for other than the supervisor directed
evaluation(s) by the City physician for return to work.
H. After 4 consecutive hours of overtime, a unit member shall be entitled to a paid
meal break of 1/2 hour, but in no event shall a unit member be entitled to more
than one such meal break for every 8 consecutive hours of overtime.
For a unit member participating in the 4/10 schedule, this provision shall mean that
before a unit member is entitled to a second 1/2 hour paid meal break, he shall
have worked on an overtime basis for a minimum of 4 hours beyond the end of his
regularly scheduled 10 hour work shift.
I. If work demands preclude a unit member from taking a meal period, the unit
member will be paid an additional 30 minutes at the straight time rate. This benefit
shall apply only if the interruption occurs during the first 30 minutes of the meal
period.
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J. When a unit member is off duty and is contacted by telephone by his supervisor
because of the unit member’s official duties, for purposes other than call-out, or a
supervisor approves of the making or receiving of the call, the unit member will be
paid a minimum of 15 minutes at time and one-half his regular rate of pay when
any combination of calls equals 7 minutes or more. If the call extends past this
minimum, the overtime will be calculated to the nearest 1/4 hour. He will not receive
overtime for additional duty-related calls received during this compensation period.
K. A unit member on industrial leave and assigned to his home will be considered to
have the same duty hours and N-days, up to a 7 calendar day period, as the squad
he was on when the injury/illness occurred. After the 7 days, he may be reassigned
to new duty hours and/or N-days.
L. A unit member who scheduled a leave day 30 calendar days in advance through
his immediate non-unit supervisor in accordance with departmental policy and who
subsequently is placed on court stand-by, or is required to appear in court will, by
his choice, receive overtime pay in accordance with this Section and Section 3-7
and/or Section 3-8, in addition to the leave day.
M. A unit member who scheduled a leave day but failed to do so within 30 calendar
days in advance, and who is placed on stand-by or called to court, will receive
overtime pay in accordance with this Article and Section 3-7. However, the number
of leave hours taken will be reduced by the number of overtime hours paid. Court
stand-by hours do not apply to this provision.
Section 3-6: Court Time Overtime
A. When court time constitutes overtime, a unit member shall be entitled to overtime
compensation/minimum call-out pay consistent with Section 3-8 of this
Memorandum.
1. Court time overtime shall be continuous time compensated consistent with
Section 3-6, subsection C.
2. No cost parking will be provided for unit members who are called to testify or
appear at any City of Phoenix Municipal Court facility for any official police
department business, whether on or off-duty.
3. If performed virtual, the unit employee must report to a Phoenix Police facility
to be eligible for Court Time Overtime. If performed at a location of the unit
employee’s discretion, other than a work location, the unit member will be paid
a minimum of 15 minutes at time and one-half his regular rate of pay when any
combination of calls equals 7 minutes or more. If the call extends past this
minimum, the overtime will be calculated to the nearest 1/4 hour. The unit
employee will not receive overtime for additional duty-related calls received
during this compensation period.
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B. For purposes of this Article the term Court shall be defined as including Federal
District Court; Superior Court, State of Arizona; City Court, City of Phoenix, State
of Arizona; Municipal Courts in Maricopa County; Justice Court; Federal, State,
County Grand Juries; Motor Vehicle Department hearings, and Prosecutorial and
Defense interviews. It is understood that this Article shall not apply to
administrative hearings including but not limited to arbitration hearings pursuant to
the MOU, Civil Service Board hearings, PERB hearings, and hearings pursuant to
the A.R. 2.61 grievance procedure.
C. After a unit member verifies his need to appear in court to testify concerning the
performance of his official duties at a time other than his regularly scheduled tour
of duty, and he is notified less than 12 hours in advance of the scheduled
appearance time that he need not appear, the unit member will receive 2 hours of
pay at 1-1/2 times his base hourly rate of pay.
Section 3-7: Call-Out Pay
A. A unit member called back because of his own negligence, whether in the proper
care and use of City equipment, or for his failure to complete official reports prior
to securing for the day, shall be paid for such call- back consistent with Section 3-
6, subsection C, provided, however, the unit member shall not be eligible for the 3
hour guaranteed minimum pursuant to this Article. If a claim of negligence is
disputed, it may become subject to the grievance procedure herein.
B. Anytime that a unit member is called back after leaving City facilities at a time other
than his regularly assigned shift, the unit member will receive a minimum of 3 hours
pay at time and one-half the unit member’s base pay calculated to the nearest 1/4
hour, except that a unit member shall not be eligible for additional compensation
during that three hour period.
Compensation to a unit member who is called out at times other than his regularly
scheduled shift will begin at the time the unit member is notified. The compensation
will continue up to 30 minutes beyond the completion of the duties for which the
unit member was called out, or until the member returns to his residence,
whichever is first. Where applicable, the travel time shall be paid only if the total
work and allowed travel time exceed the minimum call out guarantee. Travel time
shall not apply when a unit member is working overtime planned in advance.
C. A unit member beginning an overtime period within 3 hours or less prior to the
regularly scheduled duty reporting time, will be compensated from the time the
overtime period begins to the time he is scheduled to report for duty except that a
unit member shall not be eligible for additional compensation during that period.
D. Holdover time, i.e., being held over on shift (no break in duty exceeding 15
minutes) will be compensated for actual time spent in accordance with Section 3-
6, subsection C.
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Section 3-8: Out-of-Rank Pay
A. A unit member who is temporarily required to serve in a regular authorized position
in a supervisory classification, (e.g., sergeant), shall be compensated at the higher
rate of pay in accordance with the following:
B. To be eligible for the additional compensation, the unit member must first
accumulate 10 regular working shifts of assignment in the higher rank within any
12 month period; satisfactory performance during a previous appointment to the
higher rank will be credited to the qualifying period. The days of out-of-rank
assignment need not necessarily be consecutive. Once this qualification is
satisfied, no additional re-qualification will be required. All shifts worked beyond
the 10th shift in the supervisory classification will be subject to the higher rate of
pay.
C. Temporary assignments out-of-rank shall be recorded only in full shift units. A unit
member working out-of-rank for less than 1 full shift will not be credited with
working out-of-rank service time.
D. To qualify for out-of-rank pay, a unit member must be assuming substantially the
full range of duties and responsibilities of the higher level position. Out-of-rank pay
is not authorized, for example, if the organization of a work unit is such that each
unit member carries on his normal duties during the temporary absence of a
supervisor, without a need for the direction which the supervisor would provide on
a longer term basis.
E. Time worked in a higher rank shall not earn credits toward the completion of
probationary requirements in the higher rank.
F. A unit member who has qualified under these provisions shall be compensated at
the minimum rate established for the higher rank for all shifts worked beyond the
10th shift served in the higher rank. In the event of overlapping salary ranges, a
one-step differential shall be paid for out-of-rank assignments. The higher rate of
pay shall be used in computing overtime when authorized overtime is served in
out-of-rank work assignments; the overtime rate shall be the rate established by
the overtime regulations that apply to the higher rank.
Section 3-9: Sick Leave Conversion at Retirement
Effective at the beginning of the first pay period in July, 1992, the following benefits shall
apply:
A. Definitions:
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1. Qualifying hours - the minimum number of accrued and unused sick leave
credits existing on the last day of service prior to retirement, which are
necessary before a unit member can participate in the benefit program.
2. Base number of hours or base hours - the number of hours of accrued and
unused sick leave credits which are uncompensated under this Article and
above which the City will compensate the unit member.
3. Base hourly wage - the base hourly rate of pay being paid at the time of
retirement to the retiring unit member who qualifies for participation in this
benefit program.
B. Benefit and Eligibility:
1. A member that has between 1 – 899 hours of sick leave remaining in their sick
leave bank at the time of retirement, shall be eligible for payment of 100% their
base wage for 50% of their hours accrued.
2. A member who has accumulated a minimum of 900 – 1,285 hours of unused
sick leave at the time of retirement, shall be eligible for payment of 100% their
base hourly rate for 65% of their remaining sick hours.
3. A member who has accumulated a minimum of 1,286 – 1,713 hours of unused
sick leave at the time of retirement, shall be eligible for payment of 100% their
base wage for 80% of their remaining sick hours.
4. A member who has accumulated a minimum of 1,714 hours of unused sick
leave at the time of retirement, shall be eligible for payment of 100% their base
wage for 100% of their remaining sick hours.
5. A unit member who has accrued 1,286 hours or more of unused sick leave may
elect to have 150 hours of sick leave paid out at the member’s hourly rate in
one lump sum. A unit member may only elect to exercise this benefit 3 times in
their career, and not more than 1 time in a fiscal year. Eligible employees may
elect to buy back their hours between July 1 and the last pay period in January
each fiscal year.
6. The payments described in numbers 1 through 5 above are not considered
Final Average Salary for purposes of pension calculations.
C. Administration:
1. At the time of retirement, the City’s Employee Benefits Division, or such other
individual or agency as the City may designate, shall determine the unit
member’s eligibility and the amount of unused sick leave to be compensated.
2. The unit member shall verify in writing the computations of the Employee
Benefits Division.
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3. In the event a unit member’s eligibility for participation or the amount of
compensation is disputed, then the dispute shall be submitted to the City
Auditor for binding resolution.
Section 3-10: Sick Leave Payout
All accumulated sick leave hours on the city's official file at the time of the member's death
will be paid. Payment will be based upon the member's base hourly rate at the time of
death.
Section 3-11: Night Shift Differential/Weekend Shift Differential
A. A unit member shall receive $2.00 per hour in addition to his base hourly rate of
pay when working a night shift or any portions of a night shift which ends at or after
10:00 PM.
B. A unit member shall receive night shift pay differential only for hours scheduled
and worked, and not while on paid leave time.
C. A unit member who is called out and works between the hours of 10:00 PM and
6:00 AM will be paid night shift differential for all hours worked at the rate specified
in this Article. If a unit member was called out while on a stand-by status, he will
not receive night shift differential.
D. A unit member shall receive $1.00 per hour in addition to his base hourly rate of
pay and any other shift differential or any other premium pay he may be receiving
for working a weekend shift. A designated weekend shift is defined as any shift
that starts on or after 2:00 PM on Friday, and continuing through any shift that
starts on or before, but not after 11:59 PM on Sunday.
1. A unit member shall receive weekend shift pay differential only for hours
scheduled and worked, and not while on paid leave.
2. A unit member who is called out and works between 2:00 PM on Friday and
11:59 PM on Sunday will be paid weekend shift differential for all hours worked
at the rate specified in this Article. If a unit member was called out while on
stand-by status, he will not receive weekend shift differential.
Section 3-12: Stand-By Pay
A. When a unit member is required and assigned to be available for immediate
emergency call-out at times that they are not otherwise on duty and the unit
member complies with departmental regulations incident thereto, the unit member
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shall be compensated as follows: $100.00 on the unit member’s non-work day and
$80.00 on a workday.
B. When management determines it is necessary to provide call-out service, stand-
by assignments will be maintained by any detail in the department.
Section 3-13: Court Time Standby Pay
A. When a unit member receives a subpoena or other notice requiring him to stand-
by to appear in court to testify concerning the performance of his official duties at
a time other than his regularly scheduled tour of duty, and he was not notified 12
hours or more in advance of the court appearance that he need not stand-by, he
shall be entitled to a minimum of 2 hours of pay at 1-1/2 times his base hourly rate
of pay for court dockets scheduled before 1200 hours, and an additional minimum
of 2 hours of pay at 1-1/2 times his base hourly rate of pay for court dockets
scheduled after 1200 hours, for each day the subject court proceeding is in session
and the Unit member is subject to call, providing the provisions of subsection B
hereof are satisfied. If a unit member is required to remain on stand-by after 1200
hours, the unit member shall receive an additional 1 hour of pay at 1-1/2 times his
base hourly rate of pay.
If call-out occurs before the expiration of stand-by pay, then stand-by status shall
continue until the occurrence of either (a) the expiration of stand-by pay; or (b)
arrival at the duty location or participation in virtual appearance begin. Call-out pay
and stand-by pay shall not be permitted to overlap resulting in the compounding of
compensation.
B. If a unit member fails to exercise his responsibility to contact the appropriate
representative of the court or a party 16 hours or less before the time indicated on
the subpoena to determine the continued need for him to stand-by, he is not eligible
for any stand-by pay.
C. For the purpose of this Memorandum, subpoena refers to a subpoena duly issued
by a court or the Arizona Motor Vehicle Department.
D. For purposes of this Article the term Court shall be defined as including Federal
District Court; Superior Court, State of Arizona; City Court, City of Phoenix, State
of Arizona; Municipal Courts in Maricopa County; Justice Court; Federal, State,
County Grand Juries; Motor Vehicle Department hearings; Mental Health Court;
and Prosecutorial and Defense interviews. It is understood that this Article shall
not apply to administrative hearings including but not limited to arbitration hearings
pursuant to the MOU, Civil Service Board hearings, PERB hearings, and hearings
pursuant to the A.R. 2.61 grievance procedure.
Section 3-14: Off-Duty Employment
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A. The Department agrees to maintain a list of unit members who are interested in
off-duty work for use in making job referrals, provided the unit member has
received prior approval to engage in off-duty employment from the immediate
supervisor.
B. Off-duty employment shall be governed by the rules and regulations of the Phoenix
Police Department. Should the Department contemplate any changes in these
rules and regulations during the term of this Memorandum, it shall meet and
consult with the Association on such changes in the Labor-Management
Committee prior to implementation.
C. The Police Chief agrees to eliminate the limitation of the number of off-duty work
hours permitted. However, the Department reserves the right to take appropriate
action in the event that a unit member’s wellness, welfare, or performance is
adversely affected.
D. A unit member who works off duty in a police function for a City-sponsored event
or project, and is paid through City payroll, will be compensated at time and one-
half his regular rate of pay for all time worked.
Section 3-15: Jury Duty
When a unit member is called upon to serve as a juror in any court action, he will be
allowed leave from his duties without loss of pay for the time required for his service.
Section 3-16: Deferred Compensation and Defined Contribution Plans
A. The City’s contribution to DCP will continue at 2.56%.
B. At the employee’s separation, for either retirement or exiting the Deferred
Retirement Options Program, the employee’s sick leave payout amounts will be
automatically contributed into the City’s 401(a) plan. Any excess amount over the
Internal Revenue Code 401(a) plan contribution maximum limits will be
automatically contributed into the City’s 457(b) plan. Any portion of the excess
amount that cannot be contributed to the 457(b) plan because of Internal Revenue
Code 457(b) plan contribution maximum limits will be paid as taxable income. The
401(a) Plan document as approved by the Deferred Compensation Board will be
the governing document.
Section 3-17: Non-Direct Payment of Compensation or Benefits
Various sections of this Memorandum contain a form of compensation, wages, or benefits
that have been negotiated in good faith and may or may not provide a direct payment of
wages or other benefit to each member. Those forms of compensation, wages, or
benefits that do not provide a direct payment to each unit member have been negotiated
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in place of a direct payment and costed as part of the overall economic package.
Examples include: life insurance, long term disability insurance, leave payouts, etc.
Section 3-18: Drug Recognition Expert Premium Pay
Department qualified/certified Drug Recognition Experts (DRE) who are current in all
training and requirements set forth in police, and have completed all necessary training,
shall be paid a premium of $15.00 per hour, calculated to the nearest ¼ hour, in addition
to their base hourly rate, for each hour they are engaged in DRE activities.
Section 3-19: Phlebotomist Premium Pay
Department qualified/certified phlebotomists who are current in all training and
requirements set forth in police, and have completed all necessary training, shall be paid
a premium of $15.00 per hour, calculated to the nearest ¼ hour, in addition to their base
hourly rate, for each hour they are engaged in phlebotomy activities.
ARTICLE 4: Hours of Work/Working Conditions
Section 4-1: Work Schedules
A. The regular duty hours for a unit member shall be 5 consecutive shifts of 8 hours
in a 7 calendar day work week. These 5 consecutive shifts will be preceded and
followed by 2 “N” days. If, by reason of transfer, a unit member’s “N” days are
changed, the provisions of this section pertaining to “N” days shall not apply. The
8 duty hours per shift shall be consecutive and may include any “briefing time” and
shall include a meal period of 30 minutes. When work demands permit, with a
supervisor’s approval, a unit member may combine this 30 minute meal period with
one of his 15 minute rest periods described under Subsection D of this Article to
achieve a 45 minute meal period. This shall also apply to a unit member working
a 4/10 schedule. At times, the department may have operational needs which
necessitate a change in current work schedules. The department shall give a unit
member a minimum 7 day advance written notice when his “N” days or hours will
be changed. If this (7 day written notice is not given, and there is no operational
need for not providing the notice, the “N” days or hours change will be rescheduled
to allow for a 7 day notice period.
B. If a 10 hour, 4 day work week is implemented; the regular duty hours for an affected
unit member shall be 4 consecutive shifts of 10 hours in a 7 calendar day work
week. These 4 consecutive shifts will be preceded and followed by 3 “N” days. If,
by reason of transfer, a unit member’s “N” days are changed, the provisions of this
Subsection pertaining to “N” days shall not apply. The 10 duty hours per shift shall
be consecutive and may include any “briefing time” and shall include a meal period
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of 30 minutes. At times, the department may have operational needs which
necessitate a change in current work schedules. The department shall give a unit
member a minimum 7 day advance written notice when his “N” days or hours will
be changed. If this 7 day written notice is not given, and there is no operational
need for not providing the notice, the “N” days or hours change will be rescheduled
to allow for a 7 day notice period.
C. All unit four members assigned to patrol squads with beat responsibility will only
work the work schedule defined in subsection B of this section (4/10’s) through
June 30, 2026.
D. If a unit member’s normal duty hours are changed with less than 7 days’ notice,
then the unit member is entitled to premium pay.
If a unit member’s normal “N” days are changed, then the unit member is entitled
to premium pay.
"Premium Pay" is calculated as follows:
• For a unit member assigned to a 5/8’s schedule:
• A change in normal duty hours: 2 hours at their base hourly rate of pay.
• One “N” day change: 4 hours at their regular rate of pay.
• Two “N” days changed: 20 hours at their regular rate of pay.
• For a unit member assigned to a 4/10’s schedule:
• A change in normal duty hours: 2.5 hours at their base hourly rate of
pay.
• One “N” day change: 5 hours at their regular rate of pay.
• Two “N” days changed: 10 hours at their regular rate of pay.
• Three “N” days changed: 20 hours at their regular rate of pay.
Subject to the discretion of the Chief, or designee, official mobilization as defined
in Operations Order 9.1 is exempt from this section.
A unit member, who requests a change in work schedules, will not receive
premium pay since the request is not a department directed change.
This section does not apply to the 30 hour or more block of annual module training.
A unit member is not eligible to receive both premium pay and overtime for the
same hours.
E. When used in the context of this Article, “Operational Needs” will be defined as:
Service demands or other required actions performed to accomplish the mission
of the department. These actions may be routine (anticipated) or emergency
(unanticipated). For routine operational actions, a seven-day written notice will be
given to change schedules. For emergency operational actions, unit members will
be provided with as much advance notice and information as the situation will
allow.
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F. In addition to all duties as assigned by the Police Chief or his designees, work
hours shall continue to include 2 15 minute rest periods as work demands allow.
G. There shall be a minimum of 15 hours off between shifts, 13 hours for a unit
member working a 4/10 schedule. If this is not possible, the unit member shall
receive overtime compensation at his regular rate of pay for each full hour worked
within the described 15 hour period, 13 hour period for a unit member working a
4/10 schedule. A unit member assigned to a specialty bureau may sign individual
statements waiving the provisions of this section. Signed waivers shall continue in
effect per fiscal year.
This section does not apply to mandatory training conducted by the Advanced
Training Detail when a member is given 30 days written notice of the required
training. The intent is not for supervisors to work employees on a double shift.
Employees’ chain of command will ensure employee’s shift prior to training is
adjusted to afford 13/15 hours off before reporting to training.
H. A unit member will be permitted to take the meal period at a location within the
squad/team area, or if no suitable eating location is available, then with the
approval of the designated supervisor, at a location outside the squad/team area.
A meal period may be taken at a private residence, with supervisory approval,
provided such residence is within the unit member’s beat area.
I. A unit member may return to his work station 20 minutes before his scheduled end
of shift if work demands permit for the purpose of completing required paperwork,
notifying oncoming unit members of any beat conditions, and to notify his
supervisor of any unusual occurrences he encountered during his shift.
J. A unit member assigned to the Canine Detail shall be allowed 4 hours of paid time
per work week to care for his police dog at his residence. The City will determine
when and how the hours will be scheduled.
K. A unit member may waive the provision of section A and B of this section to
facilitate an alternative work schedule upon written agreement of both the
Association and the Department.
L. “On duty” training will be approved at the Division Chief level.
Section 4-2: Seniority
A. The City shall provide the Association with a list of unit members showing each
unit member’s City employment date and class employment date.
B. Seniority shall be by length of service within a class. If seniority within the class is
not determinative, then length of service with the City shall prevail.
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C. Seniority shall be used as a factor consistent with established Civil Service
procedures in choice of work assignments, vacation schedules and in the
determination of layoffs.
ARTICLE 5: Benefits
Section 5-1: Health Insurance
A. The City and Association agree to maintain the current 80/20 split for health
insurance monthly contribution for the single and family coverage. If there is a rate
increase or decrease, the city will pay 80% of the new monthly contribution and
the employee will pay 20%.
B. If there is a substantive change in the City’s Health Insurance Plan design, the
Labor Relations Administrator will discuss such change with the Association.
C. In the event of the death of a unit member while on duty or while performing a
police function as determined by the City, the City will, at a minimum, continue to
pay the full monthly health insurance premium for the spouse or qualified
domestic partner (QDP) and all eligible dependents. Should the surviving spouse
remarry or enter into a new QDP, the benefits of this provision shall be
discontinued for the spouse. Benefits for remaining eligible dependents, e.g.
children, step children, or adopted children, will remain in effect as federal law
prescribes.
In the event of the death of a unit member while commuting to or from his work
location, for a period of two hours each way, the City will continue to pay the full
monthly health insurance premium for the spouse and all eligible dependents. The
City will cover the payment of a supplementary commutation life insurance policy
for each unit member. The Association will pay the cost of this benefit, if any, the
first year of each new Memorandum period.
D. In the event Congress or the State of Arizona passes legislation which considers
the amount the City contributes to health or dental insurance as imputed income,
then the City will consider such contributions as income to the employee.
Section 5-2: Retiree Health Insurance
A. Upon retirement of a unit member, or bargaining unit member who retired on
August 1, 1992 or later, the City’s contribution to health care premiums will be
calculated without regard to age.
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B. In no event will the combination of this contribution and the amount paid by the
PSPRS (Public Safety Personnel Retirement System) exceed the monthly
premium for the chosen health insurance benefit.
C. The City of Phoenix agrees to participate in the Post Employee Health Plan
(PEHP) for unit members in accordance with the terms and conditions of the Plan's
Participation Agreement, a copy of which is attached to this agreement. The
Employer agrees to contribute to the Plan on behalf of unit members:
Effective July 1, 2017, the Employer shall contribute for each unit member the
amount of $6.00 per pay period. If any contribution is an amount other than an
equal dollar amount per unit member, that contribution shall be deposited in the
unit member's Health Insurance Premium Reimbursement sub-account, otherwise
the Employer's equal dollar amount contribution per unit member shall be
deposited into the unit member's Universal Health Care Reimbursement sub-
account pursuant to the terms and conditions of the Plan.
Section 5-3: Dental Insurance
A. The City shall pay the full premium costs for single coverage for employees
enrolled in the base HMO or PPO plan. and 75% of the premium costs for family
coverage for a City dental plan.
B. At a minimum, the plan shall include a PPO option that consists of 100%
payment of reasonable and customary charges covered for preventive and
preventive-related diagnostic services and 80% payment of reasonable and
customary covered charges for basic services and major services. At least one
plan shall include an orthodontia benefit providing for 80% payment of reasonable
and customary charges up to a maximum lifetime benefit of $4,000 per person.
Dental plans may be subject to the deductibles and limitations contained in the
contract between the dental insurance carrier and the City of Phoenix. Enrollment
in prior City of Phoenix dental plans counts toward major services time limit
exclusions.
Section 5-4: Life Insurance
A. The City will continue the existing off-the-job and on-the-job life and
dismemberment insurance coverage, and will continue the face value of the policy
at $15,000. The City will continue the current policy for death in the line of duty at
$100,000.00.
B. Effective August 1, 2001, the City will increase the $35,000.00 line of duty life and
dismemberment insurance coverage to each unit member to $100,000.00.
C. Additionally, the City will provide to each unit member a $200,000 death benefit
covering the unit member’s commute to and from his city work location. The City
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will cover the unit member’s commute for up to two hours before his shift begins
and two hours after his shift concludes. The Association will only pay the cost of
this benefit the first year of the MOU.
Section 5-5: Long-Term Disability Insurance
A. The City will offer a long-term disability benefit for all full-time, regular unit members
pursuant to A.R. 2.323 as may be amended (providing that such amendments shall
not be in conflict with the MOU). Employees who have been continuously
employed and working on a full-time basis for twelve consecutive months are
eligible for long-term disability coverage. Applicants must apply for benefits they
may be eligible to receive. After an established 90 calendar day qualifying period,
the plan will provide up to 66-2/3% of the employee's basic monthly salary at the
time disability occurs and continue up to age 75 for employees who have been
employed full-time for 36 months and one day. Employees who have been
employed full-time with the City of Phoenix for 36 months or less, will be eligible to
receive a long term disability benefit for no more than 30 months.
B. This benefit will be coordinated with sick leave, industrial insurance payments,
social security benefits, unemployment insurance and disability provisions of the
retirement plan.
Section 5-6: Holidays and Vacation Leave
A unit member shall be entitled to holiday benefits as set forth in Paragraph 2 of
Operations Order No. 3.6, including overtime compensation for hours assigned and
worked on a specified holiday in accordance with and subject to Article 3, Section 3-6,
Overtime.
A. The compensation of a unit member who actually works on a day designated as a
holiday shall include, in addition to his regular day’s pay, additional pay or
compensatory time for hours worked up to 8 excluding overtime pay.
B. A unit member who is not scheduled to work on a designated holiday will still be
compensated for 8 hours pay or compensatory time for each holiday.
C. Paid holidays shall include:
New Year’s Day
Martin Luther King, Jr's Birthday
President’s Day
Caesar Chavez Birthday
Memorial Day
Juneteenth Day
Independence Day
Labor Day
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Indigenous Peoples’ Day
Veterans Day
Thanksgiving Day
Friday after Thanksgiving
Christmas Day
Two Personal Leave Days* & **
* After 6 months of continuous service.
** Personal leave will be a total of 20 hours for all unit members.
Subject to operational and scheduling factors, a unit member’s personal
leave days shall be taken each calendar year on any day of the unit
member’s choosing.
D. For a unit member participating in the 4/10 schedule, holiday pay shall be applied
as follows:
1. When a designated paid holiday falls on a unit member’s scheduled day off,
the unit member shall be paid 8 hours of holiday pay.
2. When a designated paid holiday falls on a unit member’s normally scheduled
work day and the unit member is directed to not work that day, the unit member
shall be paid for 8 hours of holiday pay. The additional 2 hours necessary to
receive 10 hours of pay will be deducted at the unit member’s discretion as
either non-paid time, accumulated vacation or compensatory time. If a unit
member has no accumulated vacation or compensatory time, the unit member
will receive only 8 hours of pay. Alternatively, the unit member may work for 2
hours on the holiday, paid at straight time, performing tasks at the direction of
a supervisor. The compensation of a unit member who actually works on a day
designated as a holiday shall include, in addition to his regular day’s pay,
additional pay or compensatory time for hours worked up to 8 hours, excluding
overtime pay.
E. A unit member will continue to receive holiday pay while on industrial leave.
F. Holidays shall be observed on the calendar days on which they fall for unit
members directly involved in providing continuous 24-hour or seven-day service
operations.
G. The City agrees to maintain its present vacation selection procedure and, to every
extent practicable, allow a transferred unit member to maintain his previous
vacation schedule.
H. A unit member who works a schedule at full time 52 weeks of the year shall be
credited with vacation credits for every completed calendar month of paid service
according to the following schedule:
1. Through 5 years of service 8 hrs. per month
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2. 6th through 10th year of service 10 hrs. per month
3. 11th through 15th year of service 11 hrs. per month
4. 16th through 20th year of service 13 hrs. per month
5. 21st year of service and thereafter 15 hrs. per month
I. Unit members who have accrued 312 hours or more of vacation, may elect to have
150 hours of vacation leave paid out at the member’s hourly rate in one lump sum
or converted into their comp bank. The member may only elect to exercise this
benefit 4 times in their career, and not more than 1 time in a fiscal year. This
payment is not considered Final Average Salary for purposes of pension
calculations. Eligible employees may elect to buy back their hours between July
1 and the last pay period in January each fiscal year.
Additionally, 80 hours of vacation time can be accumulated above the maximum
vacation carryover into the last 3 years of service. These hours must be used as
paid time off prior to retirement.
J. Vacation accrual, carryover and compensation at separation is as follows:
MAX ACCRUAL THAT
CAN BE
MONTHLY ACCRUAL MAXIMUM CARRYOVER COMPENSATED AT
YEARS OF SERVICE RATE (HOURS) (HOURS) SEPARATION (HOURS)
0 – 5th 8 232 280
6th - 10th 10 280 340
11th - 15th 11 304 370
16th - 20th 13** 352 430
21st+ 15** 400 490
** In the last three years of service an additional 80 hours may be carried over into
a new calendar year.
K. For the purposes of determining monthly vacation Accrual rates for a unit member
who had a break in service, if the unit member was reemployed within 5 years, the
amount of time the person is gone is subtracted from his previous service, thereby
giving the unit member a new accrual service date.
L. A unit member may sell back up to 80 hours of vacation time each calendar year
(unit member must use a minimum of 40 hours of vacation/comp-time leave during
the calendar year to qualify for this benefit). This payment shall be made on the
first payday of December of each year, and shall be included in the unit member’s
regular, bi-weekly paycheck.
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Section 5-7: Out-of-State Vacation Recall
When a unit member is temporarily recalled to duty from out-of-state while on an
authorized vacation by order of the Police Chief, or designee, he shall be reimbursed for
necessary and provable transportation expenses as determined by the Police Chief.
Section 5-8: Military Leave
A. Definition
1. Pursuant to ARS 26-168 and ARS 38-610, employees who are members of the
Arizona National Guard or the Reserves of the United States Armed Forces,
will be entitled to a leave of absence from their duties for a period not to exceed
30 days when they are engaged in ordered annual training or to attend camps,
maneuvers, formations, or drills under orders of any branch, including the
reserve or auxiliary.
2. This leave will be granted without loss of pay or other employment rights.
B. Leave Guidelines
1. National Guard and Military Reserve leave time will be calculated using working
days.
2. Employees will not be charged with military leave time for days that fall on their
regularly scheduled days off.
3. Leave days do not have to be taken consecutively, the only limitation is the
300-hour maximum in any two consecutive military fiscal years (October 1
through September 30).
4. Travel time will not be allowed in addition to inclusive dates shown on requests.
5. A copy of the Military Orders will accompany leave requests.
Section 5-9: Uniform, Clothing and Equipment Allowance
A. Department-issued equipment, as follows:
1. The Police Department will furnish to each unit member entering the
department the following:
1 Uniform Belt
1 Handcuff Case
1 Holster
1 Helmet
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1 Magazine Pouch
1 Service Weapon
1 Pepper Spray Holder
1 Pepper Spray Canister
1 Pair of Handcuffs and Key
1 Uniform Breast Badge
1 Flat Badge with Case
1 (pair) Puncture resistant gloves
The department also agrees to provide spit masks on a continuous basis.
2. Pilot’s equipment list as follows:
The Police Department will furnish the following to each unit member assigned
to the Air Support Detail:
2 Nomex (or equivalent in quality) Flight Suits
1 Flight Helmet
1 Standard Headset
3. The Department shall replace those items as they, in the judgment of the
Department, become unserviceable due to wear or damage in the course and
scope of official duties.
B. A unit member will receive $1,150 clothing allowance per annum. Barring
unforeseen circumstances, payment for uniform allowance will be made on or
before August 1 of each fiscal year. Such payment will be made to cover the cost
of uniforms, maintenance, cleaning of such uniforms, and for other duty-related
expenses and for the unit member to provide a required flashlight and fresh
batteries.
C. A new unit member will receive an initial fiscal year uniform allowance equal to
1/12 of the annual allowance per month from the first day of the month of his
employment through the end of the fiscal year. This payment will be made in a
lump sum during the first 60 days of employment.
D. A unit member who leaves City Employment shall repay to the City the uniform
allowance equal to 1/12 of the annual allowance per month for each month
remaining in the fiscal year after the last day of the month in which separation
occurs, provided, however, that a unit member who retires will not be required to
repay any uniform allowance. In addition, the family or beneficiary of a unit member
who dies while in the employment of the City shall not have to pay back any uniform
allowance.
E. A unit member who has been on extended leave (paid or unpaid), excluding
industrial leave, sick leave, or military leave of 2 months or longer, shall have the
next annual uniform allowance reduced by 1/12 of the annual allowance for each
month of extended leave.
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F.
1. On or before August 1 of each fiscal year, a unit member assigned to the
following details/squads/units will, in addition to his annual clothing allowance,
be provided a one-time payment per the following schedule upon initial transfer
to that assignment.
Canine $320
SAU (Tactical) $320
Air Unit $320
Solo Motor $320
TRU*** $320
Detectives* $320
Bike Officers** $320
Honor Guard $320
SAU Negotiators $320
Drone Pilots $320
* Detective is defined as a certified detective who is in a detective or
investigative assignment or an assignment that normally requires the unit
member to wear civilian business clothes.
** Bicycles will be furnished by the City. To be eligible for the one-time
payment of $320, a bicycle officer must successfully complete the 40-hour
bicycle certification class and be assigned to NET, DOU, CAO, the airport,
or a School Resources Assignment, or any designated bike squad approved
by the Police Chief (i.e. the Desert Horizon Precinct Bike Squad).
2. A unit member assigned to the following details/squads/units will receive, on or
before August 1 of each fiscal year, in addition to his initial uniform allowances
described in section F1 above, an annual maintenance allowance per the
following schedule:
Canine $320
SAU (Tactical) $320
Air Unit $320
Solo Motor $320
Detectives $320
TRU*** $320
Bike Officers** $320
Honor Guard $320
The provisions of Subsection D of this Section shall apply to this Subsection.
** To be eligible for the one-time payment of $320, a bicycle officer must
successfully complete the 40-hour bicycle certification class and be
assigned to NET, DOU, CAO, the airport, or a School Resources
Assignment, or any designated bike squad approved by the Police Chief
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(i.e. the Desert Horizon Precinct Bike Squad). All bicycle officers, assigned
to one of the details above, who do not ride during the course of their regular
duties, will be required to work at a minimum, one shift every fiscal year with
DOU, during a regular shift or a special event, utilizing Department issued
bicycles. This event will be coordinated with DOU command staff and the
affected units’ command. Proper notice of schedule change will occur of
the shift is outside of the unit members normal work hours.
*** TRU is defined as an officer who has completed the annual TRU
certification course and is assigned to a TRU response/support squad. The
Unit member must attend annual training and maintain certification to be
eligible for allowances.
G.
1. A unit member who purchases a new ballistic vest shall, upon showing proof of
purchase, be reimbursed an amount up to, but not exceeding, $1,000.
2. At the time of the purchase, the member can utilize the remainder of stipend to
purchase department authorized armor plates.
3. Upon replacement of his ballistic vest, a unit member shall be entitled to the
above $1,000 reimbursement every 5 years.
H.
1. The City agrees to reimburse a unit member for the repair or replacement of
uniform items and for other personal property damaged in the course of
employment and performance of their assigned duties without fault or
negligence on the part of the unit member, other than normal wear and tear in
accordance with the schedule of items and maximum amounts authorized for
reimbursement outlined below:
Business Suit $250
Business Dress $100
Sport Coat $150
Dress Shirt $50
Dress Trousers $75
Dress Skirt $75
All Shoes $100
Uniform Boots ALL
Motorcycle Boots ALL
Motorcycle Gloves $100
Glasses and contacts RX ALL
Sunglasses -non-RX $80
Watches $80
Jewelry $75
Police Uniform Trousers ALL
Police Motorcycle Breeches ALL
Police Uniform Shirt ALL
Page 329
Police Jacket ALL
Police Motorcycle Jacket ALL
Flashlight $100
Ballistic Vest ALL
Service Weapon and (up to cost of City weapon) authorized attached
accessories
2. Reimbursements for full, 3/4, 1/2, 1/4, value are based on the supervisor’s
evaluation and recommendations of the article’s condition and age. Items not
listed above are not covered by the policy.
3. The option to repair or replace damaged items, and to determine whether
replaced property will be returned to unit member, rests with the City.
4. The provisions of this policy shall not apply if the unit member has concealed
or misrepresented any material fact or circumstances concerning the subject
of the loss, his interests therein, or in the case of any fraud or false statements
by the unit member relating thereto.
I. Upon duty related retirement, the City will provide the retiring member a Retired
Police Officer’s Commission Card similar in appearance to the regular Commission
Card.
J. Upon retirement, with Chief approval, a unit member will receive his breast badge
mounted on a plaque, a retired flat badge and case, handcuffs, and his fully
functional department-issued service weapon, including all 3 duty magazines, for
$1.00. If the unit member dies in the line of duty or while employed by the
department, the unit member’s spouse or an adult survivor may elect to receive
these items, except for the flat badge and case, for $1.00 which will be paid by
PLEA. The unit member’s spouse or adult survivor will have the option of receiving
the service weapon in a fully functional condition, or may request the unit member’s
service weapon be disabled and mounted in a shadow box, or may decline
receiving the service weapon. The choice will be made in writing. PLEA will provide
a gun safety device, upon request by the unit member.
K. A unit member assigned to the Canine Detail will have the option of purchasing his
dog as follows:
1. If both the police dog and the unit member have been in the Canine Detail in
excess of 5 years, at retirement the unit member may purchase his dog for
$1.00.
2. If both the police dog and the unit member have been in the Canine Detail in
excess of 5 years and the unit member leaves other than for retirement, the
decision to allow the purchase of his dog will be made on a case by case basis
and this decision will not be arbitrary.
Page 330
L. Unit members who are assigned a rifle, currently qualified, and assigned to patrol
or a patrol specialty unit, Downtown Operations Unit, and Airport Bureau will
receive a stipend to offset costs of any Department authorized equipment already
purchased, that assists them with deployment and utilization of their rifle as follows:
• Eligible employees will be able to submit a memo with attached receipts for
new and/or replacement rifle related equipment up to a limit of $500 every
5 years.
Members will accumulate receipts for newly purchased equipment and will make
one submission to fiscal for reimbursement.
Section 5-10: Reimbursement for Education Expenses
A. A unit member who participates in the Tuition Assistance Program shall be eligible
for tuition reimbursement pursuant to the following provisions:
1. For the 2021-2023 fiscal years, an employee may submit tuition expenses
incurred in the prior fiscal year such that the maximum total reimbursed does
not exceed $13,000 across any two-year period.
2. To be eligible for any reimbursement, a unit member must have successfully
completed academic or training courses approved by the Police Chief and the
Human Resources Director as provided in existing regulations.
3. Unit members shall be allowed to use up to $500.00 of their reimbursement
benefit for job-related seminars, workshops, and professional memberships
each fiscal year.
Section 5-11: Leave of Absence
Subject to development of administrative controls, a unit member who has no other
accumulative paid leave may use up to 10 hours per year of accumulated sick leave for
non-emergency home care or medical treatment for a member of the unit member’s
immediate family subject to operational and scheduling factors. When utilizing this benefit,
the member shall identify the use of such time as non-emergency family illness. Such
leave request shall not be unreasonably withheld.
Section 5-12: Workers’ Compensation
A. Employees shall continue to receive 100% of their current rate of pay while off-
duty due to an industrial injury based on current practice which is a maximum of 1
year per injury, thereafter the rate becomes 66-2/3%.
Page 331
B. Should the Association believe that a dispute in jurisdiction is unduly delaying a
Workers’ Compensation claim, or if the Association believes the City needs to
provide greater assistance to an employee trying to reopen an old claim, the
Association may request a meeting with City Workers’ Compensation staff
(provided the involved employee signs a release to do so) and such meeting will
be scheduled within 14 calendar days.
C. The City will first attempt to use physicians from specialty lists created by City of
Phoenix Pension Boards for Independent Medical Examinations for employees in
Unit 4.
D. Family and Medical Leave Act (FMLA) leave shall not run concurrent with leave
paid as industrial injury/illness (e.g. Workers’ Compensation).
ARTICLE 6: Miscellaneous
Section 6-1: Saving Clause
A. If any Article or Section of this Memorandum should be held invalid by operation
of law or by a final non-appealable order of the Phoenix Employment Relations
Board or a final judgment of any court of competent jurisdiction, or if compliance
with or enforcement of any Article or Section should be restrained by such tribunal,
the remainder of this Memorandum shall not be affected thereby; and upon
issuance of such final order or decree, the parties, upon request of either of them,
shall meet and confer to endeavor to agree on a substitute provision or that such
a substitute provision is not indicated.
B. It is recognized by the parties that currently the provisions of the Fair Labor
Standards Act are applicable to certain of the wage and premium pay provisions
of this Memorandum of Understanding (MOU) and that this MOU shall be
administered in compliance with the Act for so long as the Act is applicable.
C. It is recognized by the parties that currently the provisions of the Americans with
Disabilities Act are applicable to certain of the provisions of this Memorandum of
Understanding (MOU) and that this MOU shall be administered in compliance with
the Act for so long as the Act is applicable.
Section 6-2: Copies of Memorandum
Within 60 days from the date that this Memorandum is adopted by the City Council, the
Association will arrange for printing of it for furnishing one to every unit member, unit
supervisor and to management personnel. The cost of such duplication and distribution
will be borne equally by the Association and the City. Printing vendors secured by the
Association shall comply with Chapter 18, Articles IV (City Construction Contractors'
Page 332
Affirmative Action Requirements) and V (Supplier's and Lessee's Affirmative Action
Requirements), Phoenix City Code.
Section 6-3: Aid to Construction of Provisions of Memorandum of Understanding
A. It is intended by the parties hereto that the provisions of this Memorandum shall
be in harmony with the rights, duties, obligations and responsibilities which by law
devolve upon the City Council, City Manager, Police Chief, and other City boards
and officials, and these provisions shall be interpreted and applied in such manner.
B. The Association recognizes the powers, duties and responsibilities of the Police
Chief as set forth in the Charter and Ordinances and that pursuant thereto the
Police Chief has the authority to establish rules and regulations applicable to the
operation of the Police Department and to the conduct of the police officers
employed therein, subject to the express provisions of this Memorandum.
C. The lawful provisions of this Memorandum are binding upon the parties for the term
thereof. The Association having had an opportunity to raise all matters in
connection with the meet and confer proceedings resulting in this Memorandum is
precluded from initiating any further meeting and conferring for the term thereof
relative to matters under the control of the Police Chief, the City Council or the City
Manager. This section shall not be construed to limit free and informal discussions
under, Section 2-2 hereof.
Section 6-4: Changes in Department Operations Orders Pursuant to this
Memorandum
A. Within 60 days from the date this Memorandum is adopted by the City Council, the
Department shall provide electronic copies of those Department and Operations
Orders reflecting changes pursuant to this Memorandum. Copies of such changes
shall be available to each unit member on or about July 1 of each fiscal year or as
soon thereafter as possible.
B. During the preparation of changes to the Department’s Operations Orders, and
precinct/bureaus manuals, drafts of the proposed changes will be staffed out to the
Association.
Section 6-5: Physical Fitness
A. It is recognized by the parties that it is the responsibility of a unit member at all
times to make every effort to maintain his physical condition so as to be fully fit to
perform his duties with maximum effectiveness.
Page 333
To assist a unit member in this respect, the City agrees to provide and maintain
exercise equipment for each precinct station, Deer Valley, Resource Bureaus,
Police Headquarters, and at the Training Academy.
B. The City will provide required FAA physicals to pilots assigned to the Air Support
Unit.
C. If a unit member, while carrying out his official duties is exposed to an infectious
disease/virus, the City agrees to pay the expenses for inoculation of the member.
D. Unit members are allowed to work out on their “Code 7” at Police Department
facilities. Unit members are required to remain in workpants/boots. Employees
who work out on their “Code 7”:
• Must adhere to Operations Order 4.1 (Meals and Breaks);
• Must submit a workout memo through the Chain of Command to the
Department Fitness Coordinator;
• Adhere to Operations Order 3.7 (Industrial Injuries);
• Must limit their activity to Strength Training/Cardio Training;
• May not work out on their “Code 7” during overtime shifts; and,
• May not work out during the last 2 hours of their duty shift, unless
approved by their supervisor.
Program viability will be reviewed annually by the Police Chief.
Section 6-6: Term and Effect of Memorandum
A. This Memorandum shall remain in full force and effect beginning with the first
regular pay period commencing in July 2024, up to the beginning of the first regular
pay period commencing in July 2026.
B. Except as expressly provided in this Memorandum, the City shall not be required
to meet and confer concerning any matter, whether covered or not covered herein,
during the term or extensions thereof. This paragraph is not intended to preclude
informal discussions under Article 2, section 2-2 hereof.
C. The provisions of this Memorandum shall be subject to Federal, State, Charter,
and existing local laws that vest jurisdiction and authority in the City Council,
Phoenix Employment Relations Board, and Phoenix Civil Service Board.
D. This Memorandum constitutes the total and entire agreements between the parties
and no past written or verbal statement/agreements shall supersede any of its
provisions.
Page 334
IN WITNESS WHEREOF, the parties have set their hands this ____ of May, 2024.
_______________________________________________________
Justin Hernandez, Lead Negotiator, Phoenix Law Enforcement Association (PLEA)
_______________________________________________________
Jason Perkiser, Assistant Human Resources Director/Labor Relations, City of Phoenix
_______________________________________________________
Jeffrey Barton, City Manager, City of Phoenix
ATTEST:
_______________________________________________________
Denise Archibald, City Clerk, City of Phoenix
APPROVED AS TO FORM:
_______________________________________________________
City Attorney, City of Phoenix
PLEA Team: City of Phoenix Team:
Darrell Kriplean, President Jason Perkiser, Assistant HR Director, Labor Relations
Yvette Bro, Vice-President Charmane Osborn, Assistant Police Chief
Justin Hernandez Sean Kennedy, Assistant Police Chief
John Maxwell Dennis Orender, Commander
Becky Maldonado Warren Brewer, Commander
Sheree Rucker, Public Safety HR Liaison
Mark Bizik, Management Assistant II (Coordinator)
Johnathan Gates, Management Intern (Scribe)
Page 335
ATTACHMENT A
DRUG TESTING
The Phoenix Police Department’s Operations Order 3.21, Controlled Substance
Screening policy, is added to this Memorandum as Attachment A.
Page 336
ATTACHMENT B
RETIREE HEALTH CONTRIBUTION
The City shall provide Basic Medical Reimbursement Plan (MERP) benefits to MERP
eligible unit retirees and to unit members who are hired before August 1, 2007 and are
eligible to retire no later than August 1, 2022 (the date of an individual’s retirement
eligibility was determined on August 1, 2007), at the monthly amounts based on years of
service listed below:
5 to 14 years of service $135.00
15 to 24 years of service $168.00
25 or more years of service $202.00
Unit employees hired on or after August 1, 2007, regardless of years of service, may
qualify for a Post Employment Health Plan (PEHP) account.
Public Safety Personnel Retirement System (These benefits are not under City of
Phoenix control)*
Retiree only not on Medicare $150.00
Retiree & family not on Medicare $260.00
Retiree only on Medicare $100.00
Retiree - one with Medicare $215.00
Retiree - all on Medicare $170.00
*Rates shown are for the 2012 calendar year. For current rates, see http://www.psprs.com/
Page 337
ATTACHMENT C
Unit 4 – Police Officers
WAGES
Police Officer, Job Code 62210
Effective July 8, 2024
STEP HOURLY BI-WEEKLY ANNUAL
1 35.75 2,860.00 74,360.00
2 37.44 2,995.20 77,875.20
3 39.22 3,137.60 81,577.60
4 41.09 3,287.20 85,467.20
5 43.04 3,443.20 89,523.20
6 45.08 3,606.40 93,766.40
7 47.23 3,778.40 98,238.40
8 49.48 3,958.40 102,918.40
9 51.84 4,147.20 107,827.20
Police Officer*Pilot, Job Code 62211
Effective July 8, 2024
STEP HOURLY BI-WEEKLY ANNUAL
1 49.02 3,921.60 101,961.60
2 51.35 4,108.00 106,808.00
3 53.79 4,303.20 111,883.20
Police Officer*Rescue Pilot, Job Code 62212
Effective July 8, 2024
STEP HOURLY BI-WEEKLY ANNUAL
1 50.83 4,066.40 105,726.40
2 53.26 4,260.80 110,780.80
3 55.79 4,463.20 116,043.20
Police Officer*Flight Instr, Job Code 62213
Effective July 8, 2024
STEP HOURLY BI-WEEKLY ANNUAL
1 52.76 4,220.80 109,740.80
2 55.26 4,420.80 114,940.80
3 57.88 4,630.40 120,390.40
Police Officer*Chief Pilot, Job Code 62214
Effective July 8, 2024
STEP HOURLY BI-WEEKLY ANNUAL
1 54.69 4,375.20 113,755.20
2 57.28 4,582.40 119,142.40
3 60.01 4,800.80 124,820.80
Page 338
Report
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Item text
Phoenix Fire Fighters Association (IAFF, Local 493) (Unit 5) (Resolution 22208)
The City of Phoenix has met and conferred with Phoenix Fire Fighters Association
(IAFF, Local 493) (Unit 5) in accordance with the terms of Section 2-218 of the City
Code, and a Memorandum of Understanding (MOU) has been approved by the
organization's membership. A copy of the proposed MOU has been filed with the City
Clerk and an opportunity for public comment was conducted at the May 1, 2024, City
Council Formal Meeting.
The following is a compensation summary in the proposed MOU:
· Non-continuous 2.5 percent of base wage
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 339
ATTACHMENT A
MEMORANDUM OF UNDERSTANDING
2024 – 2026
CITY OF PHOENIX
AND
PHOENIX FIRE FIGHTERS ASSOCIATION
(IAFF, LOCAL 493)
REPRESENTING UNIT 5 EMPLOYEES
Page 340
TABLE OF CONTENTS
PREAMBLE............................................................................................................................... 2
Article 1: Rights ....................................................................................................................... 2
Section 1-1. Gender ................................................................................................................................. 2
Section 1-2. City and Department Rights ................................................................................................. 2
Section 1-3. Rights of the Union ............................................................................................................... 3
Section 1-4. Rights of Unit Employees ...................................................................................................... 8
Section 1-5. Prohibition of Strikes and Lockouts .................................................................................... 14
Article 2: Grievance/Arbitration/Labor Management ...........................................................14
Section 2-1. Grievance Procedures ....................................................................................................... 14
Section 2-2. The RBO / Labor-Management Process ............................................................................ 18
Section 2-3. Productivity Discussions .................................................................................................... 20
Article 3: Compensation/Wages............................................................................................20
Section 3-1. Wages ................................................................................................................................ 20
Section 3-2. Productivity Enhancement Pay .......................................................................................... 23
Section 3-3. Overtime ............................................................................................................................. 24
Section 3-4. Call Out Pay ....................................................................................................................... 25
Section 3-5. Out-of-Class Pay ................................................................................................................ 25
Section 3-6. Sick Leave Conversion at Retirement ................................................................................ 25
Section 3-7. Deferred Compensation and Defined Contribution Plans .................................................. 27
Section 3-8. Non-Direct Payment of Compensation or Benefits ............................................................ 27
Article 4. Hours of Work/Working Conditions ......................................................................27
Section 4-1. Hours of Work .................................................................................................................... 27
Section 4-2. Shift Trades ........................................................................................................................ 29
Section 4-3. Filling Vacancies ................................................................................................................ 29
Article 5. Benefits ...................................................................................................................30
Section 5-1. Health Insurance ................................................................................................................ 30
Section 5-2. Dental Insurance ................................................................................................................ 31
Section 5-3. Life Insurance ..................................................................................................................... 31
Section 5-4. Long Term Disability Insurance.......................................................................................... 32
Section 5-5. Holidays, Vacations, and Donated Vacation Leave ........................................................... 32
Section 5-6. Uniforms ............................................................................................................................. 35
Section 5-7. Tuition Reimbursement ...................................................................................................... 37
Section 5-8. Wellness, Health and Fitness............................................................................................. 37
Section 5-9. Worker’s Compensation ..................................................................................................... 37
Section 5-10. Employee Benefit Trust Fund............................................................................................ 38
Article 6. Miscellaneous ........................................................................................................40
Section 6-1. Saving Clause .................................................................................................................... 40
Section 6-2. Printing of M.O.U. ............................................................................................................... 40
Section 6-3. Fire Watch .......................................................................................................................... 40
Section 6-4. Term and Effect of Memorandum ...................................................................................... 41
ATTACHMENT A .....................................................................................................................44
ATTACHMENT B .....................................................................................................................51
Page 341
PREAMBLE
WHEREAS, the parties, through their designated representatives, met and
conferred in good faith pursuant to Ordinance G-3303 in order to reach agreement
concerning wages, hours, and working conditions of employees comprising the Fire
Fighter Unit, and,
WHEREAS, the parties hereby acknowledge that the provisions of this
Memorandum are not intended to abrogate the authority and responsibility of City
government provided for under the statutes of the State of Arizona or the Charter or
ordinances of the City of Phoenix except as expressly and lawful limited herein,
NOW, THEREFORE, having reached this complete agreement concerning wages,
hours, and working conditions for the term specified, the parties submit this Memorandum
to the City Council of the City of Phoenix with their joint recommendation that body resolve
to adopt its terms and take such other action as may be necessary to implement its
provisions.
Article 1: Rights
Section 1-1. Gender
Whenever any words used herein in the masculine, feminine or neutral, they shall be
construed as though they were also used in another gender in all cases where they would
so apply.
Section 1-2. City and Department Rights
A. The Union recognizes that the City and the Fire Chief retain, whether exercised or
not, solely and exclusively, all express and inherent rights and authority pursuant to
law with respect to determining the level of and the manner in which the Fire
Department's service delivery activities are conducted, managed, and administered,
and the Union recognizes the exclusive right of the Chief to establish and maintain
departmental rules and procedures for the administration of the Fire Department
during the term of this Memorandum provided that such rules and procedures do not
violate any of the specific express provisions of the Memorandum.
B. The City and the Chief have the exclusive right and authority to schedule work and/or
overtime work as required in the manner most advantageous to the City subject to
the express terms of this Memorandum.
Page 342
C. It is understood by the parties that every incidental duty connected with operations
enumerated in job descriptions is not always specifically described; nevertheless, it
is intended that all such duties shall be performed by the employee.
D. The Chief and City Manager reserve the right to discipline or terminate employees
for just cause subject to Civil Service procedures.
E. The City and the Chief shall determine and establish methods and processes by
which duties are performed subject to the express terms of this Memorandum.
F. The City and Chief shall have the right to transfer employees within the Department
in a manner most advantageous to the City subject to the express terms of this
Memorandum.
G. Except as otherwise specifically provided in the Memorandum, the City and the Chief
retain unqualifiedly all rights and authority to which, by law, they are entitled.
H. The City shall have the authority to effect reorganizations of the Department.
However, any such reorganization shall be discussed by the Labor-Management
Committee prior to implementation.
I. The Union recognizes that the city has statutory and Charter rights and obligations in
contracting for matters relating to municipal operations.
J. The inherent and express rights of the City and the Chief, including those herein
specifically referred to, which are not expressly modified or restricted by a specific
provision of this memorandum, are not, in any way directly or indirectly, subject to the
Grievance Procedure herein.
K. Nothing herein shall be construed to diminish the rights of the City under provisions
established in the Meet & Confer Ordinance, Chapter 2, Article XVII, of the City
Code or to diminish the provisions of the Civil Service Rules.
Section 1-3. Rights of the Union
A. The Union, as the authorized representative, has the exclusive right to serve as the
meet and confer representative of all employees in the Fire Fighter's Unit as certified
by the Phoenix Employment Relations Board on July 29, 1976.
B. The Phoenix community benefits from harmonious and cooperative relationships
between the City and its employees. The Union plays an important role furthering this
relationship and ultimately improving service to the City and its citizens. Accordingly,
the City and the Union have negotiated various rights for unit employees as set forth
in this MOU, in exchange for services to the City and in lieu of increased
Page 343
compensation. These bargained-for rights will promote and improve enhanced
service delivery models and public safety, along with other tangible benefits to the
City’s residents.
C. The Phoenix City Council has determined, and Unit 5 agrees, there are specific
activities that confer a public benefit; a dual public/private purpose or an exclusively
public purpose, for which up to 2 Unit 5 (IAFF) members may be released and will
perform these duties under City Business.
D. The City’s Labor Relations Administrator or authorized designee will be responsible
for coordinating the City Business Time. The Labor Relations Administrator shall
work directly with Unit 5 in order to confirm any and all paid activity of the Authorized
Employees is consistent with the activity approved below. The two Unit 5 members
identified in Subsection B shall submit reports each pay period to the Labor Relations
Administrator documenting the City Business and any leave (e.g., donated leave,
vacation leave, sick leave, etc.) used during that pay period. The City has the right
to audit time cards submitted. In the event there is disagreement, the parties will
meet to discuss the matter at the request of Unit 5 or the City. The audit may result
in Unit 5 reimbursing the City, by submitting Union Release hours, donated leave,
personal leave, or monetary payment from the Union, for activity not deemed City
Business under this Agreement.
E. City Business Time
The City has determined there are activities that confer a public benefit, a dual
public/private purpose or an exclusively public purpose for which members of Unit 5
should be released from their official duties to perform. Unit 5 acknowledges its
members will receive City Business time for the time spent performing the following
activities:
1. Authorized Employees will attend trainings that have been authorized in advance
by Administration.
2. Authorized Employees will facilitate communication between employees and
management ensuring a safe and efficient delivery of services, as well as
developing a heightened degree of labor/management cooperation.
3. In coordination with management, Authorized Employees will communicate new
programs and/or policy changes to the broader City workforce that are members
of the bargaining unit in order to streamline service delivery and ensure timely
implementation of changes in policy or programs. Changes in safety or security
policy and procedure will be prioritized.
4. In coordination with management, as a means of achieving a healthier workforce
and driving down costs associated with workers’ compensation, the cost of
Page 344
providing healthcare and the use of sick time, Authorized Employees will assist
bargaining members with understanding coordination of benefits.
5. In order to ensure City resources are well coordinated, upon the direction of the
City and consent of IAFF, Authorized Employees will participate in various City
committees, labor management meetings, or labor management work groups as
a member of the committee or group.
6. Participate in Department-authorized or City-sponsored authorized community
projects and events.
7. Represent employees involved in critical incidents at the time of incident (e.g.,
personal injury related).
8. As a means of controlling administrative and litigation costs associated with
employee matters in a large and complex City and with the goal of resolving
matters at the earliest possible stage, at management’s request Authorized
Employees will assist bargaining unit members/employees and management in
matters related to employer/employee relations.
9. Legislative, lobbying or political activities with the approval of the City Manager
or authorized designee.
F. Activities not eligible for City Business Time
Authorized Employees shall be prohibited from engaging in any of the following
activities while on paid City Business time:
1. Lobbying. This includes letter writing or telephone calls, without approval of the
City Manager or authorized designee.
2. Legislative Activity. This includes participating in the preparation or distribution
of legislative proposals, without approval of the City Manager or authorized
designee.
3. Organizing. This includes preparing and/or distributing union related materials.
4. Civil Service Discipline. This includes the representation of any bargaining unit
member/employee in disciplinary matters before the Civil Service Board.
5. Bargaining/Negotiations. This includes any matters deemed to be a mandatory
subject of bargaining.
6. Representation in grievance or disciplinary proceedings.
Page 345
G. Requests for City Business Time
1. A union member who wishes to use City Business time must submit a written
request (e-mail will suffice) as soon as the need for time is known but no later
than 72 hours in advance, when practical, of the time requested to an individual
designated by the Labor Relations Administrator or authorized designee. Any
such request must specify what the time will be used for. A request for City
Business time will be approved only if the activity has either a dual public/private
purpose or an exclusively public purpose. Upon Labor Relations Administrator
approval, Fire Department time management will be notified of the approved
leave for entry into Telestaff.
H. Union Representatives
1. The Union may designate one (1) 493 Executive Director, three (3) 493 Directors,
and four (4) Union Representatives to represent members of our unit when
appropriate. The Phoenix Chapter President shall notify the Fire Chief of these
designations. There shall be no obligation on the Department to change or adjust
normal departmental scheduling or assignments of personnel as a result of such
designations.
2. Union representatives may attend mutually scheduled grievance, investigative,
and disciplinary meetings and hearings with department representatives during
duty hours by using the Bank of Donated Leave. Time spent during duty hours
for any other union activity, such as gathering information, interviewing the
grievant or witnesses, attending a union meeting, or preparing a presentation
shall also be charged against the Bank of Donated Leave as described in Article
5, Section 5-5.
I. Union members may be authorized in advance in writing to engage in Union related
activities during duty hours on a non-paid basis by the Fire Chief at such time and in
such instances when in the discretion of the Chief such will not in any manner
interfere with the efficient and economical operations of the Department nor
adversely impact the level of Fire Fighting services or support services.
J. There shall be no use of official time for Union-related activities except as expressly
authorized under Section 1-3E of Article 1. The Department shall maintain
procedures to administer and control use of official time in conformity with the
provisions of this Section.
K. Upon the Union’s filing of a Third Party Data Sharing Agreement with the Labor
Relations Division, the City shall furnish to the Union on request, at actual cost, a
listing of Union members on City payroll deduction in July and January during the
term of this agreement indicating name, mailing address, and job assignment. The
City will also provide a monthly list of employees added that month to Unit 5.
Page 346
L. The City shall, in conformity with the provisions established in the Meet & Confer
Ordinance, Chapter 2, Article XVII, of the City Code, deduct monthly the Union
members regular periodic Union membership dues and/or special assessments
pursuant to authorization on a form to be provided by the City, duly completed and
signed by the Union member, and transmit such deductions to the Union on a monthly
basis; except, however, that such deduction shall be made only when the employee's
earnings for a pay period are sufficient after other legally required deductions are
made. The City shall, at the request of the Union, make changes in the amount of the
deduction hereunder during the term of this Memorandum at cost for implementing
such change. The City shall not make dues deductions for Unit employees on behalf
of any other employee organization during the term of this Memorandum. The City
assumes no liability on account of any action taken pursuant to this paragraph. In
addition, with sufficient notice the Union may request a change in dues deduction to
either monthly or bi-weekly for the entire membership each July 1 or at other times
agreed to by the parties. By filling out and submitting a voluntary deduction form for
membership dues, each unit member/employee is clearly and affirmatively
consenting to the deduction of the stated amount of money for membership dues
from their pay check.
M. The City will continue to provide those bulletin boards as designated by the City in
the past exclusively for posting of official Union literature that is not political in nature,
abusive of any person or organization, or disruptive of the department's operations.
In addition, the Union will be allowed to use all Fire Department Communications
tools to disseminate such information when necessary. Such announcements shall
not be political in nature, nor shall they be abusive of any person or organization or
disruptive of the department's operation. The Assistant Chief in charge of personnel,
or his designee, shall review the content of the buck slip communications prior to
distribution.
N. Nothing herein shall be construed to diminish the Union's rights under the provisions
established in the Meet & Confer Ordinance, Chapter 2, Article XVII, of the City
Code.
O. The City will provide the Union, upon request, non-confidential and readily available
information concerning the Union that is necessary to Union representatives for
negotiations, and is not otherwise available to the Union, such as personnel census,
employee benefit data, and survey information. Such requests shall be made through
the Assistant Chief in charge of personnel. Any unusual costs incurred by the City in
connection with this Section shall be borne by the Union.
P. The Union and the Department will jointly present training to new Fire Fighter recruits
about the activities that are mutually beneficial to the City and the Community. This
time will be allotted sometime during the last 4 weeks of training of said recruits at
the Training Academy. During such discussions, Union representatives shall avoid
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the dissemination of information that is political in nature, abusive of any person or
organization or disruptive of the Department's operation. City business time will be
available for this purpose.
Q. Seniority
1. The City shall provide the Association with a list of unit members/employees
showing each unit member’s/employee’s City employment date and class
employment date.
2. Seniority shall be by length of service within a class. If seniority within the class is
not determinative, then length of service with the City shall prevail.
3. Seniority will be applied in conjunction with City of Phoenix Personnel Rule 14.
4. The Department will also post an annual seniority list (beginning of the fiscal year)
on the Department’s internal webpage. In addition, new promotional lists for Fire
Engineer and Fire Captain will be posted on the internal webpage after they are
certified and finalized by City HR.
Section 1-4. Rights of Unit Employees
A. All employees have the right to have the Union serve as their meet and confer
representative without discrimination based on membership or non-membership in
the Union or any other organization. Whenever the terms “employee, Unit employees,
grievant” or some derivation of those, is used in this MOU it shall be synonymous
with the term “Unit member/employee.”
B. Union employees have the right to be represented or not to be represented by the
Union in dealings with the City concerning grievances and matters pertaining to their
individual employment rights and obligations.
C. It is understood by the parties that the benefits granted by Section 1-4 of Article 1
shall not be interpreted or applied as requiring the employer to count as time worked
any hours or fractions of hours spent outside the employee's work shift in pursuit of
benefits provided by this Section. The employer shall count as paid leave any hours
or fractions of hours spent within the employee's regular work shift in pursuit of
benefits provided by this Section.
D. The official discipline record is maintained in the Personnel File by the Human
Resources Department. Copies maintained in either the Supervisory and/or
Department files are not the official record. Employees may request to
remove/inactivate eligible documents based on the below criteria by contacting the
department Human Resources Officer. Official records may only be inactivated and
not removed per records retention law, and members/employees will receive
confirmation once the requested record is removed/inactivated.
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Department File Personnel File
Document Supervisory File (if applicable) (OFFICIAL FILE)
Maintain original
in file.
Coaching’s/Supervisory Not maintained Not maintained
Remove annually
Counseling’s in file. in file.
provided no further
incidents.
Maintain copy Maintain original
in file. in file.
Written Reprimands Employee may Employee may
request to remove request to inactivate
after 3 years. after 3 years.
Maintain copy
Maintain copy Maintain original
in file.
in file. in file.
Suspensions Remove annually
Employee may Employee may
(other than below) provided no further
request to remove request to inactivate
incidents.
after 10 years. after 10 years.
Discipline under 21b2,
Maintain copy Maintain original
21b4, 21b5, 21b12,
in file. in file.
21b13, 21b14, 21b15,
Cannot Remove May not be inactivated
21b18, 21b19, 21b20.
Discipline older than 5 years from the date of issuance will not be considered for
progressive discipline or promotion/transfer purposes except for the following types of
discipline, which may be considered for the duration of employment (and upon the
employee's return to employment, if applicable):
Sustained discipline of 40-hour suspension or greater of the following types:
• The employee has been abusive or threatening in attitude, language, or conduct
towards fellow employees, customers of the City, or the public.
• The employee has solicited or taken for personal use a fee, gift or favor in the
course of the assigned work or in connection with it, which would lead toward
favoritism or the appearance of favoritism or a conflict of interest.
• The employee is in possession of a deadly weapon (as defined in ARS 13-3101),
excepting a pocketknife (as provided in ARS 13-3102) at a City worksite1, unless
such employee is a police officer.
1(A worksite includes not only City buildings and property, but also City vehicles
and private vehicles while being used on City business, and other assigned work
locations).
• The employee has intentionally falsified records or documents made, kept, or
maintained for or on behalf of the City of Phoenix.
• The employee has stolen or is in unauthorized possession of City property or the
property of another employee or citizen.
• The employee is under the influence of alcohol or illegal drugs on the job.
• The employee has violated City of Phoenix anti-harassment or anti-discrimination
policies.
• The employee committed a violation of the City's Ethics Policy.
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• The employee’s actions meet the elements of a felony.
• The employee committed an act of dishonesty.
E. Supervisors are encouraged to discuss concerns and attempt to resolve those
concerns with a member/employee without utilizing a formal investigatory process.
Supervisors are encouraged to not utilize an investigatory process unless they have
a reasonable belief that discipline (a written reprimand or higher) could result. Should
information be made during a conversation to attempt to resolve an issue that could
result in discipline, the supervisor will stop the meeting and utilize an investigatory
process as outlined below. Any interview becomes investigatory when facts or
evidence sought by the City may result in a disciplinary action.
1. The City may, at its discretion, either conduct investigatory interviews with
members/employees or issue members/employees written questions. In either
case, a Notice of Inquiry (NOI) form will be used. The intent of the NOI is to clearly
put members/employees on notice that they are under investigation that could
result in discipline, inform them of the nature of the allegations against them, and
inform them of their right to representation.
2. If the City elects to issue written questions to the member/employee, the following
shall apply:
a. If an NOI is being issued and there is no active questioning, representation
is not required. Members/employees may bring a representative if they
desire, however there will be no discussion during the issuance of the NOI.
b. The member/employee will have 72-hours excluding holidays and N-days
to respond in writing and provide any other material requested. This
deadline may be extended by mutual agreement if there are extenuating
circumstances.
3. If the City elects to conduct an investigatory interview, the following shall apply:
a. Prior to the member/employee being interviewed, the member/employee
shall be advised of their right to a representative.
b. The NOI form will be issued at the meeting.
c. The union representative may assist and consult with the
member/employee, attempt to clarify the facts or questions asked, and
suggest other members/employees or witnesses who may have knowledge
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of the underlying issues. The union representative cannot speak on behalf
of the member/employee or impede the progress of the interview.
d. The member/employee or representative may ask for a caucus during the
meeting. Caucuses will be granted for a reasonable timeframe.
e. The interviewer may not prohibit the union representative from engaging in
representation, including consulting with the member/employee. The
member shall be allowed to seek advice from their representative in caucus
during the interview. A caucus will not be permitted when a question is
pending. The member/employee will be given the opportunity to clarify their
answer after the caucus.
f. All parties may not behave in a violent, verbally abusive, insulting, or
demeaning manner toward the interviewer.
g. Prior to the conclusion of the meeting, the member/employee or
representative shall have the opportunity to make a closing statement.
h. If the department requires a written statement at an investigatory meeting,
the member/employee will be compensated up to one hour of City time to
write the statement. Additional time may be granted at the discretion of the
department and will not be withheld arbitrarily.
i. The City will notify the Unit member/employee within 7 calendar days
following the conclusion of all investigative interviews and final
preparation the draft summaries. Upon notification, the Unit
member/employee will have 7 calendar days to make a written request
for the audio files and/or the draft summary of the Unit
member/employee’s interview, which the City will provide. After
receiving the requested audio files and/or the draft summary of the
Unit member/employee’s interview, the Unit member/employee will
have 7 calendar days to provide, in writing, clarification of the Unit
member/employee’s interview answers and draft summary of Unit
member/employee’s interview.
j. Except for emergency situations, the unit members/employees shall have a
minimum of 48 hours to arrange for union representation when the
member/employee is the subject of an administrative investigatory
interview. The union representative will make every reasonable attempt to
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arrive within the 48 hours. A member/employee may waive the 48-hour time
requirement if the member/employee is not opting for representation.
4. Regardless of whether the City elects to interview the member/employee, or issue
written questions, the following shall apply:
a. The member/employee will be instructed not to speak to anyone regarding
an investigation. This restriction does not apply to the union, the union’s
attorney, the member/employee’s family, the member/employee’s attorney,
the investigator, or chain-of-command.
b. The member/employee will be advised if the inquiry is supervisor initiated
or the result of a citizen complaint, employee/co-worker complaint, or other.
c. The member/employee shall also be informed of the Garrity protections
afforded to public employees who may also be under criminal investigation
or whose actions meet the elements of a crime [Garrity v. New Jersey, 385
U.S. 493, 87 S.Ct. 616 (1967)].
d. The Department will make available for review to the unit member
and/or his representative any relevant and readily available material
that is being used as the basis for an allegation of misconduct.
Material includes any video, audio, photographs, or documents known
at the time the internal investigation is initiated and that are
specifically related to the conduct of the unit member under
investigation. Material does not include audio recorded interviews of
witnesses; complaints that are filed with the employer and that include
allegations of unlawful discrimination, harassment, or retaliation or
complaints that involve matters under the jurisdiction of the United
States equal employment opportunity commission); material(s) or
facts that would impede the investigation; or investigative leads
captured during the investigative process.
Prior to interviewing an involved employee, the investigating
supervisor will complete and provide an investigation material list to
the involved employee.
e. A unit member/employee shall receive a copy of any statement that they
are asked to sign.
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f. Every 60 days, the Chief assigned to Human Resource, or a sworn
designee will provide, either verbally or in writing, a status update to a
unit member/employee who is under investigation. If a
member/employee is in an at home work assignment, that
communication will take place every 45 days.
5. Miscellaneous
a. A unit member/employee identified solely as a witness will not be prevented
from contacting the union (association) on their own time to consult with a
union (association) representative prior to their interview.
b. No investigatory documentation, such as the NOI or witness statements
shall be kept in the Personnel or Supervisory Files after the investigation is
concluded.
c. The City will not require or compel Unit 5 members/employees to make
any self-incriminating statements during criminal investigations.
6. Unit members/employees will be permitted to apply and/or compete in a transfer
process while in a pending investigation. The transfer process will not be delayed
pending the conclusion of the related investigation.
7. A member/employee who receives a written reprimand or suspension may request
a copy of the information upon which the written reprimand or suspension was
based, pertaining to what was specifically cited in the discipline at no cost to the
member/employee.
8. It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the member/employer to count as time worked,
any hours or fractions of hours spent outside the member/employee's work shift in
pursuit of benefits provided by this Article unless otherwise specified in this MOU.
The employer shall count as time worked any hours or fractions of hours spent
within the member/employee's regular work shift in pursuit of benefits provided by
this Article.
F. Member Discipline
Any member/employee receiving discipline that results in a loss of hours, or days or
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work, will have those hours converted to match their appropriate work schedule.
Discipline for 40-hour members/employees shall be equal to 8 hours for one work
day. Discipline for 56-hour members/employees shall be equal to 11.2 hours for one
work day. Any discipline exceeding one day will be increased proportional to the
hours outlined in this section. A 56-hour member/employee may choose to use
earned vacation or compensatory time to account for the remaining workday
hours.
Section 1-5. Prohibition of Strikes and Lockouts
A. The Union pledges to maintain unimpaired Fire Fighting and related supported
services as directed by the Fire Chief. It shall not cause, condone, counsel or permit
employees, to strike, fail to fully and faithfully perform duties, slow down, disrupt,
impede or otherwise impair the normal functions and procedures of the Department.
B. Should any employees of the bargaining Unit during the term of this Memorandum,
and until such time that it is expressly and legally rescinded, breach the obligations
of Paragraph A, the Fire Chief or his designee shall immediately notify the Union that
a prohibited action is in progress. The Union shall forthwith disavow said strike or
other prohibited action and shall endeavor in good faith to cause such employees to
immediately return to work and/or cease the prohibited activity or, alternatively accept
the responsibility for the strike or other prohibited activity.
C. There shall be no lockout by the City during the term of the Memorandum.
D. The provisions of Section 2 (17) and section (13) of Ordinance G-1532, are
incorporated into this Memorandum.
Article 2: Grievance/Arbitration/Labor Management
Section 2-1. Grievance Procedures
It is understood by the parties that the benefits granted by this Article shall not be
interpreted or applied as requiring the employer to count as time worked, any hours or
fractions of hours spent outside the employee's work shift in pursuit of benefits provided
by this Article. The employer shall count as time worked any hours or fractions of hours
spent within the employee's regular work shift in pursuit of benefits provided by this
Article.
A. Informal Resolution
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1. As a matter of good labor-management relations the parties encourage unit
members/employees who believe that they have a bona fide grievance to discuss
and attempt to resolve it with their immediate non-unit supervisor.
2. If the above informal discussion is held and does not resolve the grievance, the
unit member/employee may file a formal grievance in accordance with the
following procedure.
B. Definition of Grievance
1. A grievance is a written allegation by a unit member/employee, submitted as
herein specified, claiming violation(s) regarding the interpretation and/or
application of the specific express terms of this Memorandum for which there is
no other specific and formal method of review; and doesn’t have a fact pattern
that has been presented to and decided upon by the City Manager in a prior
grievance. However, disputes specifically excluded in other Articles of this
Agreement from the Grievance and Arbitration procedure shall not be construed
as within the definition set forth above and shall not be handled in accordance
with this procedure. It is agreed that such excluded disputes are not grievable or
arbitrable under the terms of this Article or under this contract.
2. The City continues to retain the format used for grievances, including forms,
technology, etc.
3. A grievance which does not meet the requirements set forth in this Article shall
be null and void, and will not be processed in accordance with this procedure.
C. Procedure
All grievances covered by this Article shall be handled exclusively in the following
manner:
A grievance must be reduced to writing, citing the specific Article and Section of this
Memorandum alleged to have been violated.
1. Step 1
The unit member/employee shall reduce the grievance to writing by signing and
completing the grievance form provided by the City and submit it to the division head,
or designee, within 14 calendar days of the initial commencement of the occurrence
being grieved. (Not withstanding other pertinent time bars, statute of limitations,
etc., the City acknowledges that certain violations may constitute “continuing
violations” thereby permitting submission within 14 calendar days of
subsequent occurrences, if applicable.)
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The division head, or designee, may investigate, further consider, and discuss the
grievance with the grievant and the grievant's representative, if any, as deemed
appropriate, and shall, within 14 calendar days of having received the written
grievance, submit a response thereto in writing to the grievant. The parties by written
mutual agreement may move the grievance to Step 2 of the grievance procedure.
2. Step 2
If the written response of the Step 1 does not result in a resolution of the grievance,
the grievant may appeal the grievance by signing and completing the City form and
presenting it to the department head, or designee within 14 calendar days of the
grievant's receipt of the Step 1 response.
The department head, or designee, may further consider and discuss the grievance
with the grievant and the grievant's representative, if any, as deemed appropriate,
and shall, within 14 calendar days of having received the written grievance, submit a
response thereto in writing to the grievant. The parties by written agreement may
move the grievance to Step 3 of the grievance procedure.
3. Step 2.5
After the Step 2 response, but prior to review by the Grievance Committee, the parties
involved may mutually agree to submit the grievance to Labor Relations. The
grievance, as originally written and Step 1 and Step 2 responses, must be submitted
to Labor Relations within 14 calendar days of receipt of the Step 2 response. Labor
Relations shall, within 14 calendar days of the receipt of the grievance, meet with the
department head, or designee, and the grievant and the grievant's representative, if
any, in an attempt to resolve the grievance. Labor Relations shall then submit a
written response to all parties within 14 calendar days of the meeting.
4. Step 3
a. If the written response of the Step 2 (or 2.5 if applicable) does not result in a
resolution of the grievance, the grievant may, within 14 calendar days of the
Step 2 response, appeal the grievance by signing and completing the City form
and presenting it to Labor Relations. A Grievance Committee hearing will be
scheduled at which the grievant shall be afforded the opportunity to fully
present his position and to be represented.
The Grievance Committee shall be composed of:
Chairman – A member of the City Manager’s Office designated by the City
Manager.
2 Members – Mutually agreed upon by City Manager’s Office and Local 493.
The Grievance Committee shall submit findings and advisory
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recommendation(s) to the City Manager. The City Manager shall make the
final determination of the grievance and submit it in writing to the grievant and
his designated representative.
b. If the grievant so elects in writing within the above time limit, in lieu of such
hearing the grievance may be reviewed by an arbitrator. The parties, or their
designated representatives, shall agree on an arbitrator, and if they are unable
to agree on an arbitrator within a reasonable time, either party may request
the Federal Mediation and Conciliation Service to submit to them a list of 7
arbitrators who have had experience in the public sector. The parties shall,
within 7 calendar days of the receipt of said list, select the arbitrator by
alternately striking names from said list until one name remains. Such person
shall then become the arbitrator. The arbitrator so selected shall hold a
hearing as expeditiously as possible at a time and place convenient to the
parties, and shall be bound by the following:
i. The arbitrator shall be bound by the language of this Memorandum and
departmental rules and regulations consistent therewith in considering
any issue properly before him/her.
ii. The arbitrator shall expressly confine him/herself to the precise issues
submitted to him/her and shall have no authority to consider any other
issue not so submitted to him/her.
iii. The arbitrator shall be bound by applicable State and City law.
iv. The cost of the arbitrator and any other mutually incurred costs shall be
borne equally by the parties.
The arbitrator shall submit findings and advisory recommendations to the
City Manager. The City Manager shall make the final determination of the
grievance and submit it in writing to the grievant and his designated
representative.
c. The City is not under any obligation to accept grievances where the City
Manager has previously decided on the same fact pattern.
D. Time Limits
Failure of City Management representatives to comply with time limits specified in
Paragraph C shall entitle the grievant to appeal to the next level of review; and failure
of the grievant to comply with said time limits shall constitute abandonment of the
grievance; except however, that the parties may extend time limits by mutual written
agreement in advance of the deadline.
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E. Union Grievance
The Union may, in its own name, file a grievance that alleges violation by the City of
the rights accorded to the Union by the specific terms of Article 1-3 of this
Memorandum. The Union shall file such grievance at Step 3 of this Procedure.
F. Group Grievance
When more than one unit member/employee claims the same violation of the same
rights allegedly accorded by this Memorandum, and such claims arise at substantially
the same time and out of the same circumstances, a single group grievance may be
filed in the name of all such members. Such group grievances shall be filed at the
Step of this Procedure which provides the lowest level of common supervision having
authority over all named Grievants. Each unit member/employee that is a party
Grievant must be named and must sign such group grievance.
G. Employer Grievances
Should they occur as a result of official Union activities or actions, including the failure to
act as required under the terms of this Memorandum, employer grievances will be
presented directly to the Union president or any officer of the Union within 14 days of the
occurrence prompting the grievance. The president, or designee, shall in each case
provide a written answer within 14 days from receipt of the grievance. Unresolved
employer grievances may be submitted to arbitration pursuant to Step 3.
Section 2-2. The RBO / Labor-Management Process
A. The purpose of the Relationships by Objectives (RBO) committee is to enhance
service delivery models and address public safety employee-related issues. The
RBO process is done through the facilitation and open discussion of mutual concerns
and problems which may include; implementation of major department programs
and/or substantial modifications of existing major programs that will have a significant
impact on service delivery or work schedules. Items of concern are then enacted as
initiatives to be in accomplished over the course of the year that follows.
B. The RBO Committee shall meet annually at mutually scheduled times, and at other
mutually agreed upon times as necessary. The RBO Committee process consists
of a Correlating Team. The Correlating Team includes the following representatives
from Labor and Management: the Fire Chief and Executive Staff (Assistant Fire
Chiefs) and the Union President and Labor Executives. For each initiative mutually
identified in the RBO process, a Committee is established consisting of
representatives from labor and management and facilitated by co-chairs. Sub-
committees are further developed to facilitate meetings to achieve goals as set forth
in the agreed upon initiatives. Throughout the year, Committees and Sub-
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Committees will meet regularly to accomplish their RBO initiatives.
C. There shall be a Fire Labor-Management Committee consisting of the Fire Chief and
Union President. The Fire Labor-Management Committee provides oversight for the
entire RBO / Labor-Management Process.
D. A standing agenda will be developed. The members shall, in advance of a meeting,
provide the co-chairs with proposed additional agenda items, and the co-chairs will
provide the members with the meeting agenda.
E. Representatives of the Union on the Committee shall not lose pay or benefits for
meetings mutually scheduled during their duty time.
F. The Sub-Committees may be supplemented by representative(s) of the City Manager
if it is proposed to discuss mutual aid or fire protection contract matters.
G. The Sub-Committees may, if they deem proper, suggest recommendations to the
Fire Chief and the City Manager for their consideration and determination.
H. Employees who are designated by the Fire Labor-Management Committee as
RBO/Labor Management Coordinators will be eligible for compensation from a bank
of 2,112 hours. These individuals, limited to no more than 11 employees, will work
with management on the priorities determined through the RBO (Relationships by
Objectives) process. These initiatives pertain to enhancing operational efficiencies,
service delivery, and improvements to employee safety and organizational
performance.
I. It is understood by the parties that the benefits granted by Section 2-2 of Article 2
shall not be interpreted or applied as requiring the employer to count as time worked
any hours or fractions of hours spent outside the employee's work shift in pursuit of
benefits provided by this Section. The employer shall count as paid leave any hours
or fractions of hours spent within the employee's regular work shift in pursuit of
benefits provided by this Section.
J. The City will provide the professional services of a secretary for the labor-
management process. The secretary will be assigned to the community affairs
division of the Phoenix Fire Department and will work at the direction of the Fire
Labor-Management Committee. The selection process for this position shall be
determined by the Fire Labor-Management Committee.
K. In the interest of encouraging member total wellness and providing customer service
delivery, the City of Phoenix Fire Department and Phoenix Fire Fighters Association
Local 493 will develop a drug testing policy through the Fire Labor/Management
process. The drug testing program will be administered and managed by the Fire
Department.
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Section 2-3. Productivity Discussions
A. Recognizing the need to provide the highest practical level of fire protection and
emergency medical service to the citizens of Phoenix, the City, Fire Department, and
Union, pledge to continue to work towards increasing the productivity of the Phoenix
Fire Department. In a continuing commitment towards increased productivity, the joint
Labor-Management Productivity Committee shall meet on a regular basis during the
term of the M.O.U. to discuss the development of structured productivity programs
within the Phoenix Fire Department.
B. The distribution of any demonstrated economic savings or other productivity
rewarding measures resulting from the implementation of productivity programs shall
be a proper subject for the Meet and Confer process pursuant to the provisions
established in the Meet & Confer Ordinance, Chapter 2, Article XVII, of the City
Code.
C. It is understood by the parties that the benefits granted by Section 2-3 of Article 2
shall not be interpreted or applied as requiring the employer to count as time worked
any hours or fractions of hours spent outside the employee's work shift in pursuit of
benefits provided by this Section. The employer shall count as paid leave any hours
or fractions of hours spent within the employee's regular work shift in pursuit of
benefits provided by this Section.
Article 3: Compensation/Wages
Section 3-1. Wages
A. The economic value of a non-continuous payment equal to 2.5% of base wage will
be paid out as follows:
1. A non-continuous payment of $2,135.00 for each employee to be paid out
on the first full pay period in August of 2024.
B. Limited Reopener for FY 2025-2026: If the City projects revenues will exceed
$1,750,000,000 for Fiscal Year 2025-2026 in the forecast that is presented to City
Council in February 2025, the parties may reopen Section 3-1 of this agreement
for the sole and limited purpose of Meeting and Conferring, in February 2025,
over base wage increases, if any. Unless held invalid by operation of law or by
a final judgment of any tribunal of competent jurisdiction, all other terms and
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conditions of this MOU shall remain in full force and effect during any such
reopener and throughout the duration of this MOU.
C. Employees assigned to, or assigned as rovers to, Special Operations Teams, canine
search specialists team, and the ARFF program team, and who have also achieved
and maintained the level of Technician, or equivalent, through specific training and
education, shall receive Special Ops Team pay. Members certified in both hazmat
(HMT) and technical rescue (TRT) and assigned to, or assigned as rovers to fill cross
trained positions on the heavy rescue squads and/or C-957 shall receive Bi-Tech
Team pay, which is the sum of HMT & TRT Special Ops Team pay combined.
An employee who is awarded a position on a team in this section shall receive their
Team Pay no later than 6 months, if the Fire Department has not offered the employee
a training spot in the required entry level Special Operations course within 6 months
of accepting their team position.
If Employees who are required to obtain dual technician certification (C957 Captains
and employees assigned to heavy rescue squads) do not have either team pay and
employee has not been offered a training spot in the required entry level Special
Operations course within 6 months of accepting their assignment, they will receive
team pay for one of the two disciplines. If the employee has one technical certification
in good standing and is receiving team pay, the member will receive assignment pay
for the second discipline if the employee has not been offered a training spot in the
required entry level Special Operations course within 6 months of accepting their team
position.
D. Employees who meet the Fire Department’s linguistic skill qualifications and become
certified, shall receive a premium of $75.00 per month.
E. It is understood that the pay rates set forth in Attachment “A” are interpreted to be
specific with regards to steps as implemented in the classification and
compensation and passed in Ordinance S-49802 by the City Council on May 31,
2023, except that performance related items including, but not limited to, special merit
increases, special salary adjustments, demotions, assignment pay and extensions in
merit pay anniversary dates resulting from extended leave without pay, industrial, and
reinstatements may alter an employee’s step progression and monthly salaries as
indicated in Attachment “A.”
If an employee is not given his/her performance evaluation by the annual review date,
the employee may request his/her merit increase in writing by sending a memorandum
directly to the Human Resources Officer. If the performance evaluation is an overall
“met,” the request will be processed within 21 calendar days of submittal and will be
retroactive to the performance evaluation annual review date.
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F. Employees assigned by the Fire Chief to staff assignments in authorized staff
positions (40 hours) will be entitled to 10% assignment pay if such assignment is to
exceed 2 consecutive pay periods, and shall continue to receive such assignment pay
for the duration of such assignment. This provision shall not apply to employees
attending recruit training or employees assigned to limited duty. Employees assigned
to authorized 40 hour staff assignments and who begin receiving staff assignment pay
shall also be eligible to continue all other current assignment pays provided all
required certifications are maintained. Employees assigned to limited duty shall
continue to receive holiday pay and FLSA/work week adjustments (Section 4-1,
Paragraph E, of Article 4) for the duration of their limited duty assignment, irrespective
of their actual work hours.
G. Employees assigned to any 40 hour staff positions shall receive 2 8 hour or 10 hour
professional development days per year depending on their schedule. The employee
shall decide the days and areas of development. These days shall be assigned
through the vacation signup process. No employee shall receive these days in addition
to the full amount of Local 493 days.
H. The Fire Department's 21-day pay schedule normally begins on C-shift Mondays. In
any leap year, ERSO, South Shift Command, Payroll and Local 493 will identify the
first and most appropriate "Payroll Monday" to switch to a leap year schedule. The
following is the schedule that will be utilized for the coming leap year in 2024:
• Friday, February 16, 2024 (C-Shift Works)
• Saturday, February 17, 2024 (A-Shift Works)
• Sunday, February 18, 2024 (B-Shift Works)
• Monday, February 19, 2024 (C-Shift would normally be scheduled, however,
C-Shift will be converted to A-Shift to coincide with the 21-day pay schedule
and resume the normal ABC shift rotation)
• Tuesday, February 20, 2024 (B-Shift Works)
• Wednesday, February 21, 2024 (C-Shift Works)
I. Effective the first full pay period in July 2023, Unit 5 employees shall be paid Nightwork
Pay of $5.00 per hour on all hours actually worked between 2200 hours and 0600
hours. No employee shall receive the hourly Nightwork Pay while on paid leave.
Nightwork Pay must be accounted for in base wage computations for the purposes of
any and all classification and compensation studies and comparisons.
The parties agree to evaluate this program during the term of the 2023-24 M.O.U.
J. Union Requested Job Classification Studies
1) The Union may submit a prioritized written request of classifications
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specific to the unit that they wish to have studied each contract term. All
written requests shall include a full explanation of why the classification
should be studied. This explanation shall indicate whether the Union is
requesting a full classification study (including job levels and job
architecture) or if the request is limited to a compensation review to
assess market competitiveness and grade and salary levels. Requests
from the Union will be prioritized with other standing requests.
2) The Union and the City have met regularly since the implementation of
the 2023 class & comp study to resolve issues that resulted. As such, the
Union and City Human Resources Department (including representatives
from the Class & Comp Division) will meet with Union leadership monthly
during the term of this MOU to discuss issues arising from the 2023
citywide classification and compensation study.
Section 3-2. Productivity Enhancement Pay
A. In recognition of the significant increase in service delivery and cost savings to the
implement the following Productivity Enhancement Pay formula for employees:
1. In November of each calendar year and June of each calendar year, employees
who have completed at least 7 years of continuous full-time service and who meet
the additional qualifications specified in Section 3-1A of Article 3 shall be paid
$80.00, pro-rated and included each pay period in the qualifying unit
member’s/employee’s regular pay check throughout the year, for each full year of
continuous full-time service in excess of 5 years, up to a semi-annual maximum
of $2,000.00, annual maximum of $4,000.00 at 30 years.
2. Employees on industrial leave shall qualify for this payment for only the first year
of the industrial leave. However, the entire period of industrial leave shall qualify
as continuous service when the employee returns to active employment.
3. Adjustments to payments will be made as soon as possible but no later than 30
days of the qualifying date.
B. An employee must have achieved the overall performance rating of "meets
standards" on his latest scheduled performance evaluation on file in the Human
Resources Department.
C. An employee who receives a below "meets standards" evaluation shall receive
another evaluation within 90 to 120 days, and if that evaluation is "meets standards,"
he will be eligible for Productivity Enhancement Pay starting with the next qualifying
date.
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Section 3-3. Overtime
A. Employees who are assigned to be and are on duty beyond their scheduled work
shift shall be compensated for such assigned overtime work at 1 ½) times their
regular rate, 56 hours or 40 hours, after the first 7 minutes of assigned and worked
overtime calculated to the nearest 1/4 hour.
B. Employees shall have the option of being paid in cash for overtime, or allow the
overtime to accrue as compensatory time up to a maximum of 168 hours for
employees working a 56 hour schedule, or 120 hours for employees working a 40
hour schedule.
C. Overtime compensation shall not be paid twice for the same hours worked.
D. Use of compensatory time shall be in conformance with the requirements of the Fire
Chief and shall take into consideration departmental scheduling and operational
factors.
E. Payment for time worked shall be in conformance with the requirements of the Fire
Chief and shall take into consideration departmental scheduling and operational
factors.
F. The provisions of Section 3-2 of Article 3 shall not apply where an employee is
assigned out-of-class to a non-Unit position.
G. Allocation and opportunities for overtime shall be discussed in the
Labor/Management process.
H. The Fire Department will maintain daily “peak time” opportunities on either 2
person rescues or 4 person units on a peak time basis only. Special events
staffing and overtime opportunities outside of the 9-11 response system will
not be counted as a peak time opportunity.
This item reflects an agreement between the Fire Department and the Union in 1984
on the future staffing of the rescues. The increased work-load and responsibility of
the full time rescues was incented by agreement that there would be overtime
opportunities on peak time rescues. Further, the department was reorganized
through the RBO process in 1993 to enhance ALS and rescue capabilities throughout
the city. This reorganization included a pool of employees to staff back rescues and
guarantee that no new employee would have to work more than 200 shifts on a
rescue. Employees agreeing to be in this pool are then entitled to work on the peak
time rescues on an overtime basis when their name comes up in a rotation. The Fire
Department and Local 493 will continue to work jointly through the RBO
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Process to determine the deployment of peak time units to ensure the greatest
benefit to the service delivery system and provide adjustments, when needed.
Section 3-4. Call Out Pay
A. Call out time shall be at a minimum of 3 hours at 1 ½ times the employee’s regular
rate of pay, 56 hours or 40 hours depending on assignment, after the first 7 minutes
calculated to the nearest 1/4 hour. If a unit member/employee leaves a call out event
without authorization prior to the termination of the event, Section 3-2A of Article 3
shall not apply.
B. The provisions of this Section shall not apply where an employee is assigned out-of-
class to a non-Unit position.
Section 3-5. Out-of-Class Pay
Pursuant to A.R. 2.201, 16 hours of out-of-class work on a shift for employees will
constitute a full shift of out-of-class assignment pay. There will be no out-of-class pay for
working less than 16 hours.
In order to qualify to be eligible to receive out-of-class assignment pay, employees must
complete 8 shifts of out-of-class assignment (16 hour minimum to constitute a full shift).
As an alternative for qualifying only, 192 hours of out-of-class assignment shall satisfy the
minimum qualifications required to become eligible for out-of-class pay. For the purpose
of the 192 hour qualifier, out-of-class hours must be in increments of no less than 7 hours.
Employees on a 40 hour schedule will complete 11 shifts, 6 hours minimum of out-of-
class assignment, to satisfy the minimum qualifications for out-of-class pay.
Section 3-6. Sick Leave Conversion at Retirement
The following benefit will apply:
A. Definitions
1. "Qualifying Hours" - The minimum number of accrued and unused sick leave
credits existing on the last day of service prior to retirement, which are necessary
before an employee can participate in the benefit program.
2. "Base Number of Hours" or "Base Hours" - The number of hours of accrued and
unused sick leave credits which are uncompensated under Section 3-4 of Article
4 which the City will compensate the employee.
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3. "Base Hourly Rate" - The base hourly rate of pay being paid at the time of
retirement to the retiring employee who qualifies for participation in the benefit
program.
B. Benefit and Eligibility
1. An employee that has between 1 – 1,259 hours of sick leave remaining in their
sick leave bank at the time of retirement, or the 40 hour equivalent, shall be
eligible for payment of an amount of compensation equal to his/her base wage for
50% of their hours.
2. An employee who has accumulated a minimum of 1,260 qualifying hours or more
of accrued and unused sick leave at the time of retirement, or the 40 hour
equivalent, shall be eligible for payment of an amount of compensation equal to
his/her base hourly rate for 65% of their sick hours.
3. An employee who has accumulated a minimum of 1,800 qualifying hours or more
of accrued and unused sick leave at the time of retirement, or 40 hour equivalent,
shall be eligible for payment of an amount of compensation equal to his/her base
hourly rate for 80% of their sick hours.
4. An employee who has accumulated a minimum of 2,400 hours, or the 40 hour
equivalent, or more of accrued and unused sick leave at the time of retirement
shall be eligible for payment of an amount of compensation equal to 100% of
his/her base hourly wage for all hours.
5. Effective July 1, 2014, and thereafter, an employee who has accrued at least 1286
hours for 56 hour members, or 919 hours for 40 hour employees, of unused sick
leave may elect to have 168 hours for a 56 hour unit member/employee, or 120
hours for a 40 hour unit member/employee paid out in a lump sum. Any unit
member/employee may only elect to exercise this benefit 3 times in their career,
and not more than one time in a fiscal year. Eligible employees may elect to buy
back their hours between July 1 and the last pay period in January each fiscal
year.
6. The payments described in numbers 1 through 5 above are not considered Final
Average Salary for purposes of pension calculations.
C. Administration
1. At the time of retirement or death of an active employee who is eligible for
retirement, the City's Employee Benefits Division, or such other individual or
agency as the City may designate, shall determine the employee’s eligibility and
the amount of accrued and unused sick leave to be compensated.
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2. The employee shall verify in writing the computation of the Employee Benefits
Division.
3. In the event an employee’s eligibility for participation or the amount of
compensation is disputed, the dispute shall be submitted to the City Auditor for
resolution.
Section 3-7. Deferred Compensation and Defined Contribution Plans
A. The City shall contribute an amount equal to 4.42% of each employee’s biweekly
gross pay to the City’s 401(a) Defined Contribution Plan. Pension contributions will
be made by both the City and the employee on the contributions.
B. At the employee’s separation, for either retirement or exiting the Deferred Retirement
Options Program, the employee’s sick leave payout amounts will be automatically
contributed into the City’s 401(a) plan. Any excess amount over the Internal Revenue
Code 401(a) plan contribution maximum limits will be automatically contributed into
the City’s 457(b) plan. Any portion of the excess amount that cannot be contributed
to the 457(b) plan because of Internal Revenue Code 457(b) plan contribution
maximum limits will be paid as taxable income. The 401(a) Plan Document as
approved by the Deferred Compensation Board will be the governing document.
Section 3-8. Non-Direct Payment of Compensation or Benefits
Various sections of this MOU contain a form of compensation, wages, or benefits that
have been negotiated in good faith and may or may not provide a direct payment of wages
or other benefit to each member. Those forms of compensation, wages, or benefits that
do not provide a direct payment to each unit member/employee have been negotiated in
place of a direct payment and costed as part of the overall economic package. Examples
include: life insurance, long term disability insurance, leave payouts, member donated
release time, etc.
Article 4. Hours of Work/Working Conditions
Section 4-1. Hours of Work
A. The duty hours for employees assigned to Operations or Emergency Services,
excluding 40 hour staff assignments, shall continue to average 56 hours per week.
Shifts shall continue to be 24 hours in duration.
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B. The work hours and schedule of employees assigned to an administrative staff
assignment (Non-Operations/56-hour schedule) shall be 5 8 hour days (excluding
authorized meal breaks), or 4 10 hour days (excluding authorized meal breaks) at the
discretion of the Fire Chief.
C. The work hours and schedule of employees assigned to the Fire Investigations
Section may only be mutually changed by the Fire Chief and the Union President
through the Labor-Management process. Fire Investigation employees will be
assigned to one of two 40-hour schedules that may include a 4/10 or a modified A,
B, C shift schedule. All schedules will equal a 40-hour work week. All Fire
Investigators, regardless of schedule will be paid overtime at the 40-hour rate.
Fire Investigation employees assigned to the modified shift schedule will be required
to work on City paid holidays when their regular schedule shift occurs on that day.
Those employees required to work on a City holiday as a result of the shift schedule
will receive pay in lieu of time off. The Fire Department shall continue its long-standing
practice of using sworn Fire Captains as Fire Investigators.
The Fire Department will attempt to maintain staffing levels of the Investigations
Section, in order to provide for investigatory needs of the Department. Any future
proposed staffing level recommendations will be discussed through the
labor/management process. A maximum of one vacation shift will be allowed per shift
for those employees assigned to the modified A, B, C shift schedule, unless pre-
approved by department head or designee.
D. When an employee is required to change from one type of a schedule to another by
the Fire Department, the Department shall allow a minimum of 16 hours between
tours of duty.
E. The work week for employees on a 56 hour schedule shall be 53 hours. Employees
will continue to work the existing 56 hour schedule. Employees working the existing
56 hour schedule will be compensated as follows:
1. The first 53 hours will be paid at the base 56 hour rate.
2. The 54th hour will be paid at 1 ½ times the regular hourly rate.
3. The 55th and 56th hours will be paid at 2 times the base 56 hour rate.
F. Employees attending a Department Sponsored Training Programs or courses may
be placed on one of two optional training schedules, based upon Operational,
Training, and budgetary considerations:
Schedule 1. Employees may be placed on a 40-hour work week schedule and be
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entitled to a 10% increase in pay in accordance with Section 3-1 (H) of this
Memorandum of Understanding. Employees shall be paid on a 40-hour work week
until completion of the respective Training Program. In the event an employee
attending the Training Program does not receive their regular Local 493 Days (as per
Section 3-1 (I) of this Memorandum of Understanding), any missed Local 493 Days
will be re-scheduled prior to the employee’s return to the Operations Division.
Schedule 2. Employees may remain on their normal Operations schedule (A, B, or
C Shift) and be provided paid Fire Department leave to attend the Training Program
when their training is scheduled on shift. When members are required to attend
training on their days off, employees will be compensated at 1 ½ times their regular
rate for the hours they are in attendance. Compensation and Local 493 Days will
remain the same as any other employee assigned to a 56-hour work week. The
decision to utilize Schedule 1 or 2 will be discussed in a labor/management setting.
G. Each 56 hour unit employee shall receive 4 shifts off per year, referred to in this MOU
as Local 493 days. This will allow for an hours reduction without specifying a specific
number of hours in this reduction or reducing current rates of pay, FLSA, or hours
reduction pay as specified in Section 4-1, Paragraph E, of Article 4. The rotation
system shall be worked out between the Fire Chief and the Union President with the
consent of the Labor Relations Division. These Local 493 Days shall be awarded
based on total seniority as a sworn member of the Fire Department. Unit 5
employees may submit a request to work a Local 493 day. Management may hire
members to work a Local 493 day in the event the constant staffing process is utilized
to meet minimum staffing requirements. Employees who work a Local 493 day must
work the entire 24-hour shift and shall be compensated at a rate of one and one-half
(1½) times their regular rate of compensation, in addition to their regular pay.
Employees shall have the option of being paid cash or allow the compensation to
accrue as compensatory time as governed by the current MOU.
Section 4-2. Shift Trades
Two (2) employees serving in the same classification may be granted the opportunity to
exchange shifts up to a maximum of 45 such exchanges per employee in a contract year.
Shift exchanges shall not qualify an employee for premium overtime payment and cannot
be repaid in any other form of compensation. All employees seeking shift exchanges
(AWRs) must be current with all certifications and required training before being approved
for the exchange. All shift exchanges are subject to the approval of the Fire Chief or
his/her designee and shall be in conformance with regulations issued by the Fire Chief.
Section 4-3. Filling Vacancies
The Fire Chief will endeavor to permanently fill vacancies in regular positions, that are
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duly authorized to be filled, expeditiously within limitations imposed on him by
administrative and operational factors, and thereafter, consistent with applicable Civil
Service Rules, based on length of service by classification when fitness and qualifications
of interested employees for the particular vacancy are deemed to be equal by the Fire
Chief. When requested, departmental management shall indicate the reason why an
employee was or was not transferred into a vacancy as part of Labor-Management
Committee proceedings. "Vacancy" hereunder is defined as a regular opening in any
position created by death, retirement, dismissal, promotion, demotion, creation of a new
regular position or transfer, provided, however, that with the filling of staff positions, all
applicants shall be considered, and the Fire Chief shall make the final determination.
Article 5. Benefits
Section 5-1. Health Insurance
A. The City and Union agree to maintain the current 80/20 split for health insurance for
both single and family coverage. If there is a rate increase or decrease in the second
year of this M.O.U., the City shall pay 80% of the new monthly contribution and the
employee will pay 20%.
B. In the event Congress or the State of Arizona passes legislation which considers the
amount the City contributes to health insurance premiums as imputed income, then
the City will consider such contribution as income to the employee.
C. The City shall provide the Basic Medical Reimbursement Plan (MERP) benefits to
MERP eligible Unit retirees and to those employees who are hired before August 1,
2007 and are eligible to retire no later than August 1, 2022 at no less than $202.00
per month. The City also contributes an additional $50 toward City retiree family
medical coverage; this credit is applied directly to the retiree’s premium deduction.
Any employee hired on or after August 1, 2007, regardless of years of service, may
qualify for a Post Employment Health Plan (PEHP) account.
D. Additional MERP amounts will be paid to eligible retirees for the following categories:
RETIREE COVERAGE – RETIREE NOT ON MEDICARE
ADDITIONAL MERP AMOUNTS
Retiree or Survivor Retiree or Survivor
Retiree or Survivor
w/family coverage – with family coverage
Only NOT on
any dependent NOT – all dependent(s)
Medicare
on Medicare ON Medicare
HMO OR PPO
$105 $325 $210
COVERAGE
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RETIREE COVERAGE – RETIREE ON MEDICARE
ADDITIONAL MERP AMOUNTS
Retiree or Survivor Retiree or Survivor
Retiree or Survivor w/family coverage – with family coverage
Only - ON Medicare any dependent NOT – all dependent(s)
on Medicare ON Medicare
HMO OR PPO
$90 $195 $185
COVERAGE
These MERP amounts are what the City agrees to pay. It is solely at the discretion
of the City Manager to increase these amounts in the future.
E. No more than one time per calendar year, the City will provide Unit 5 mutually agreed
upon healthcare data within a reasonable time, once requested.
Section 5-2. Dental Insurance
A. At a minimum, the dental insurance plan shall include a PPO option that consists
of 100% payment of reasonable and customary charges covered for preventive and
preventive-related diagnostic services, and 80% payment of reasonable and
customary covered charges for basic services and major services. At least one
plan shall also include an orthodontia benefit providing for 80% payment of
reasonable and customary charges up to a maximum lifetime benefit of $4,000.00
per person. Dental plans may be subject to deductibles and limitations contained in
the contract between the dental insurance carrier and the City of Phoenix. For the
PPO and HMO dental plans, the City shall continue to pay 100% of the premium
costs for single employees for employees enrolled in the base dental HMO or PPO
plan (employee only coverage), and 75% of the premium costs for employees and
their qualified dependents (family coverage). Enrollment in prior City of Phoenix
Dental Plans counts towards major services time limit exclusions.
B. In the event Congress or the State of Arizona passes legislation that considers the
amount the City contributes to health insurance premiums as imputed income, then
the City will consider such contribution as income to the employee.
Section 5-3. Life Insurance
A. The City will continue the existing off the job and on-the job life and dismemberment
insurance coverage. The policy shall provide a benefit for each employee equal to
the member’s base annual salary. In addition, the City will continue the existing death
in the line of duty insurance of $75,000.00. Additionally, the City will provide to each
employee a $200,000.00 death benefit covering the employee’s commutation to and
from his City work location. This policy will cover the employee’s commute for up to
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2 hours before his shift begins, and 2 hours after his shift concludes.
B. In the event of the death of an employee while commuting to or from his work location,
for a period of 2 hours each way, the City will continue to pay the full monthly health
insurance premium for the spouse and all eligible dependents. This policy will be
consistent with the payment of a supplementary commutation life insurance policy for
each employee.
Section 5-4. Long Term Disability Insurance
The City will offer a long-term disability benefit for all full-time, regular unit
members/employees pursuant to A.R. 2.323 as may be amended (providing that such
amendments shall not be in conflict with the MOU). Employees who have been
continuously employed and working on a full-time basis for twelve consecutive months
are eligible to apply for long term disability coverage. After an established 90 calendar
day qualifying period, the plan will provide up to 66 2/3% of the employee's basic monthly
salary at the time disability occurs and continue up to age 75 for employees who have
been employed full-time for 36 months and one day. This benefit will be coordinated with
leave payments, industrial insurance payments, unemployment compensation, social
security benefits and disability provisions of the retirement plan.
Employees who have been employed full-time with the City of Phoenix for 36 months or
less, will be eligible to receive a long term disability benefit for no more than 30 months.
Section 5-5. Holidays, Vacations, and Donated Vacation Leave
A. Bank of Donated Leave
1. Each unit member/employee may complete a form to voluntarily donate vacation
leave time for a specified number of hours, not to exceed the maximum number
of hours as noted in Section 5-5, Subsection A, 3. These forms will be processed
on July 1, October 1, January 1, and April 1. The voluntary donation will continue
each subsequent year on the second paycheck in July, unless revoked by the
unit member/employee. This donated time is to be used by union officers and
representatives for Union-related activities as determined by the Unit 5 Union
President and Executive Board. It is recognized that all hours negotiated in lieu
of additional pay and benefits have been donated by the members of Unit 5 from
their bank of vacation leave. By filling out and submitting a voluntary donation
form, each unit member/employee is clearly and affirmatively consenting to the
donation of the stated number of hours from their bank of vacation leave.
2. The total hours donated by the members of Unit 5 will be considered the
maximum number of hours available for donated hours under Article 5, Section
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5-5.
3. The maximum number of hours that may be donated by any Unit member is 100
hours per fiscal year.
4. Only members of Unit 5 may donate hours to the Unit 5 bank of hours; Unit 5
may only accept donated hours from Unit 5 members.
5. No union member may use more than 120 hours of donated time during any one
pay period.
6. Donated time does count towards hours worked for overtime purposes.
7. Examples of work performed by representatives on member donated release in
support of the City include ensuring representation during administrative
investigations and grievance/disciplinary appeal meetings with management;
assisting unit members/employees in understanding and following work rules;
administering the provisions of the Memorandum of Understanding; organizing
and participating in charity functions within the greater Phoenix area to aid our
communities. Member donated release is also used for authorized
representatives to attend Union conferences, meetings, seminars, training
classes, and workshops so that representatives better understand issues such
as City policies and practices, conflict resolution, labor-management
partnerships, and methods of effective representation, or any other purpose
authorized by the President or Executive Board.
B. The City agrees to incorporate into the Memorandum the benefits provided under
Administrative Regulation 2.11 as amended, indicating the following holidays:
1. New Year's Day
2. Martin Luther King's Birthday
3. President's Day
4. Cesar Chavez Birthday (March 31)
5. Memorial Day
6. Juneteenth Day
7. Independence Day
8. Labor Day
9. Indigenous Peoples’ Day
10. Veteran's Day
11. Thanksgiving Day
12. Friday after Thanksgiving
13. Christmas Eve Day (6 hours for 56-hour employees and 4 hours for 40 hour
employees).
14. Christmas Day
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Employees working a 56 hour schedule shall receive 12 hours pay or compensatory
time each holiday.
C. Employees will continue to receive holiday pay while on industrial leave.
D. Effective January 1, 1987, vacation accrual for employees with less than 5 years shall
be increased to 11.2 hours per month, or the 40 hour equivalent. Vacation accrual
for all other employees shall remain the same as currently authorized.
E. Employees covered by this M.O.U. shall be permitted to sell back up to 80 hours total
per M.O.U. year of accrued vacation leave to the City at the employee's regular
straight-time hourly rate. This benefit shall not exceed a total of 80 hours and may
be used as follows: 40 hours on the last pay period in November and/or May of each
M.O.U. year. Employees will only be permitted to sell back an amount of accrued
vacation hours that would not result in their total bank of hours to drop below 150 or
210 hours, depending upon the work schedule.
F. Effective July 1, 2014, and thereafter, an employee who has accrued at least 312
hours, or 223 hours for 40 hour employees, may elect to have 252 hours of vacation
for a 56 hour unit member/employee or 180 hours of vacation for a 40 hour unit
member/employee paid out in a lump sum or converted into their comp bank. Any
unit member/employee may only elect to exercise this benefit 4 times in their career,
and not more than one time in a fiscal year. This payment is not considered Final
Average Salary for purposes of pension calculations. Eligible employees may elect
to buy back their hours between July 1 and the last pay period in January each fiscal
year.
G. Employees may donate accrued vacation leave to other City employees who are on
medical leave and who have exhausted all of their paid leave based on guidelines
contained in A.R. 2.144, with the understanding that no employee shall receive more
than 12 months of donated time.
H. Employees who have less than 40 hours vacation may buy up to 120 hours personal
leave. The cost of the personal leave shall be 110% of the employee’s base hourly
rate. Such personal leave use and purchase shall not impact positively or negatively
on the employee’s pension or any other benefits.
I. On the second paycheck in July of every year, every unit member/employee will
receive 8.5 hours of vacation time, in addition to their other accruals, added to their
vacation leave. This benefit will continue in perpetuity until otherwise agreed upon in
good faith, by Unit 5 and the City, through the Meet and Confer process.
J. Military Leave
Pursuant to ARS 26-168, ARS 38-610, and A.R. 2.39, employees who are
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members of the Arizona National Guard or the Reserves of the United States
Armed Forces, will be entitled to a leave of absence from their duties for a period
not to exceed 30 days in two consecutive years when they are engaged in ordered
annual training or to attend camps, maneuvers, formations, or armory drills under
orders of any branch, including the reserve or auxiliary. A day is defined as a shift
of work.
Section 5-6. Uniforms
A. In lieu of the $135.00 per employee per year amount which was previously paid by
the City to the Fire Department for additional uniform items, employees will now
receive an equivalent annual uniform allowance amount of $129.75. Payment of this
uniform allowance will be made on or about August 1 of each MOU year. Such
payment will be made to cover the cost of uniforms, maintenance, and cleaning of
such uniforms.
B. New employees will receive the entire annual uniform allowance within 30 days of
the time they are directed to wear and maintain a uniform. The second uniform
allowance, received at the start of the next fiscal year, will be equal to 1/12 of the
annual uniform allowance for each month of the preceding fiscal period, starting with
the first month the employee was directed to wear and maintain a uniform, to the start
of the new fiscal year.
Prior to entering the Fire Academy, the Fire Department will furnish all new Firefighter
Recruits with the following:
• 3 long sleeve red shirts
• 3 short sleeve red shirts
(Recruits can select any combination of the long and short sleeve shirts noted
above – not to exceed a total of six red shirts)
• 3 pair of blue fatigue pants
• 5 blue physical training (PT) shorts
• 1 pair of blue sweatpants
• 1 red sweatshirt (seasonally dependent)
• 1 belt
• 1 pair of OSHA/ANSI approved work boots; and,
• All necessary PPE’s required to participate in Fire Academy functions.
The Fire Department will provide a full Class A dress uniform upon successful
completion of the Fire Academy and promotion to Firefighter to include the following:
• 1 approved Class A dress jacket complete with patches and full fitment
• 1 approved Class A dress shirt complete with patches and full fitment
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• 1 pair of approved Class A dress pants
• 1 approved Class A dress hat
• 1 approved Class A dress tie
• 1 approved Class A belt
• 1 approved Class A pair of shoes
• All approved hardware required (badges/pins etc.) to complete the approved
Class A dress uniform; and,
• All necessary PPE’s required to participate in field functions.
Additionally, any Captain RTO (Recruit Training Officer) or Firefighter Mentor
(Firefighter or Engineer) assigned to the Recruit Training Academy will be provided
a full Class A uniform (one time purchase) if the member has not already purchased
one.
Upon promotion to Fire Engineer or Fire Captain, the Fire Department will provide a
full Class A uniform to include the following:
• 1 approved Class A dress jacket complete with patches and full fitment
• 1 approved Class A dress shirt complete with patches and full fitment
• 1 pair of approved Class A dress pants
• 1 approved Class A dress hat
• 1 approved Class A dress tie; and,
• All approved hardware required (badges/pins etc.) to complete the approved
Class A dress uniform.
The Fire Department will provide a Class A uniform to the Unit 5 member as a “one
time only” purchase based upon whichever qualifying criteria previously listed is
initially met. Until all Unit 5 members have been provided a Class A dress uniform
by the Fire Department, no additional Class A dress uniforms will be issued to
members who have already received the benefit. Labor and Management will
continue to discuss funding options for additional Class A dress uniforms and the
implementation plan for the new uniform language outlined above.
Labor and Management will meet to discuss an implementation plan for the new
uniform language outlined above.
C. Employees who leave Department employment shall repay to the City the uniform
allowance equal to 1/12 of the annual allowance per month for each month remaining
in the fiscal year after the last day of the month in which the separation occurs.
Provided, however, that employees who retire after August 31 will not be requested
to repay any uniform allowance.
D. An employee who has been on extended leave (paid or unpaid) of 2 months or longer
shall have the next annual uniform allowance reduced by 1/12 of the annual
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allowance for each month of extended leave.
Section 5-7. Tuition Reimbursement
A. Employees who participate in the Tuition Assistance Program shall be eligible for
tuition reimbursement pursuant to the following provisions:
1. The maximum sum reimbursable to employees each fiscal year shall be $6,500.
2. To be eligible for any reimbursement, employees must have successfully
completed academic or training courses approved in advance by the Fire Chief
and the Human Resources Director and meet the requirements of A.R. 2.51 as
may be amended, provided such amendments are not in conflict with the M.O.U.
3. Unit members shall be allowed to use up to $1000.00 of their reimbursement
benefit for job-related seminars, workshops, and professional memberships each
fiscal year.
Section 5-8. Wellness, Health and Fitness
A. For each employee, the City of Phoenix shall contribute $2.00 per month to a fitness
fund to maintain and purchase fitness equipment for fire stations which has been
charged against Unit 5’s contract. The Fire Department will also contribute $2.00
each month per member to the fitness fund. The fund will be maintained by the City
and Fire Administration. The Health and Fitness labor management committee shall
oversee the funds and purchase equipment after reviewing input from all Fire
Department personnel.
B. The Phoenix Fire Department Honor Guard is a professional organization that
represents the Fire Department at official events, memorial services, and fire fighter’s
funerals. Through the work of the United Phoenix Fire Fighters Association, a
registered 501c-3 non-profit association (ID#866053047), the Honor Guard provides
public education and community service. In order to help pay for the expenses
incurred by the Honor Guard members in the performance of their duties, the City will
contribute twenty-five thousand dollars ($25,000.00) into a fund for each M.O.U. year.
The President of the Union or his designee will manage this fund. The City Auditor
Department may conduct annual audits of this fund. Any payments not adequately
supported by the documentation of expenses will be returned to the fund by the Fire
Union.
Section 5-9. Worker’s Compensation
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A. Employees who agree to participate in the Fire Department's health centers
consultation and rehabilitation programs shall continue to receive 100% of their
current rate of pay while off-duty due to an industrial injury based on current practice
which is a maximum of 1 year per injury, thereafter the rate becomes 66-2/3%.
B. If there is a disagreement in treatment between the Fire Department physician and
the employee's physician, the (2 physicians shall agree on a third physician whose
decision shall be the final authority. Employees who refuse to adhere to the above
conditions shall only receive 66-2/3% based on current state law and the current
maximum monthly rate allowed. If an employee receives 66-2/3%, he/she may use
sick leave, vacation, or compensatory time to make up the difference between 66-
2/3% and 100%.
C. Should the Union believe that a dispute in jurisdiction is unduly delaying a Worker’s
Compensation claim, or if the Union believes the City needs to provides greater
assistance to an employee trying to reopen an old claim, the Union may request a
meeting with City Worker’s Compensation staff (provided the involved employee
signs a release to do so) and such meeting will be scheduled within 14 calendar days.
D. The City will first attempt to use physicians from specialty lists created by City of
Phoenix Pension Boards for Independent Medical Examinations for employees in
Unit 5 (represented by Phoenix Fire Fighters Association Local 493).
E. Family and Medical Leave Act (FMLA) leave shall not run concurrent with leave paid
as industrial injury/illness (e.g. Workers’ Compensation).
Section 5-10. Employee Benefit Trust Fund
A. Effective July 1, 2023, the existence of the Employee Benefit Trust Fund is continued
for the term of this Memorandum of Understanding. The City will contribute $68 per
employee, per month, ($31.385 per pay period) into the Fund for the purpose of
providing a monthly stipend to retirees to apply to the costs of their health and/or
dental insurance, a funeral expense benefit for employees and retirees, and such
other benefits as may be lawfully provided, as determined in the discretion of the
Trustees. The City's contribution will be matched by a $29 per pay period to the same
fund made by each employee.
B. The Trust Fund shall be managed and administered by a Board of five (5) Trustees
selected as follows:
1. Two (2) Trustees shall be appointed by the City Manager;
2. Two (2) Trustees shall be appointed by the Phoenix Fire Fighters Association,
Local 493; and
3. One (1) Trustee, who shall serve as Chairperson, shall be selected by the four (4)
Page 378
appointed Trustees specified above.
C. The Trust Fund shall be invested in prudent, protected investments in compliance
with applicable law. The Trustees may seek such outside, independent advice and
consultation as they shall deem appropriate.
D. The Fund Trustees may adopt such rules and regulations for their Plan of Benefits
as they deem appropriate and are authorized to secure a formal trust instrument. The
trust instrument and any amendments thereto, must be specifically approved by the
City Manager and the Union before they can become effective.
E. Sums contributed to the Trust Fund shall be tracked with each employee being
assigned a notional account which records the contributions made by such employee.
All amounts in the Fund, together with any earnings thereon, shall be available for
distribution as specified in the rules and regulations of the Plan of Benefits adopted
by the Trustees. The Trustees shall have authority, consistent with their duties as
Trustees, to amend the Plan of Benefits from time to time, including the authority to
reduce or suspend benefit levels if required by the level of funding available. In no
event will any benefit specified at any time in the Plan of Benefits be considered non-
forfeitable. Benefits may be insured by a contract of insurance, but there is no liability
upon the City, the Union or the Board of Trustees or its constituent members to
provide benefit payments over and beyond the amounts in the Fund collected and
available for such purpose.
F. Any Fund participant who separates from the bargaining Unit prior to retirement, or
who promotes out of the Unit shall receive an amount equal to all of his or her or her
contributions to the Fund, plus interest based on the average annual interest earned
by the Fund, but shall receive no other benefits and have no other claim on the Fund.
Notwithstanding the foregoing, the Trustees may: (1) permit participants who promote
out of the Unit to continue participation until retirement; and (2) permit participants
who have severed employment to be reinstated in the Fund; either upon such terms
and conditions as the Trustees may require.
G. Upon the death of any employee or retiree, the Fund will provide a benefit to assist
with funeral expenses in an amount to be determined by the Trustees. The Fund
Trustees may determine to provide to a surviving spouse of a deceased employee or
retiree a monthly stipend for application to the cost of their health/dental insurance.
H. The Trustees shall prepare a booklet describing the Plan of Benefits for circulation to
employees and retirees, and shall prepare and circulate, in like manner, a summary
of any modifications made to the Plan of Benefits during the term of this Memorandum
of Understanding.
I. If the Trust Fund is terminated for any reason, undistributed funds shall be distributed
to those individuals (whether active or retired) who contributed to the Fund. Such
Page 379
distribution shall be pro rata based on the amount of the contribution of such
individuals to the Fund less any disbursements they have received under the Plan of
Benefits.
J. Payments to retirees from the Trust Fund shall be in addition to current City
contributions to retiree health insurance premiums.
Article 6. Miscellaneous
Section 6-1. Saving Clause
A. If any Article or Section of this Memorandum should be held invalid by operation of
law or by a final judgment of any tribunal of competent jurisdiction, or if compliance
with or enforcement of any Article or Section should be restrained by such tribunal,
the remainder of this Memorandum shall not be affected thereby. In the event the
decision of the court in Cheatham, et al v. Gordon, is stayed, reversed, vacated or
otherwise not given effect in whole or in part, by any court, then the City agrees to
meet and confer within 30 days of said ruling with Unit 5 to resolve any additional
issues resulting from the ruling of the court. The basis for negotiations will be the
document dated April 13, 2014, Proposed Unit 5 Addendum.
B. It is recognized by the parties that the provisions of the Fair Labor Standards Act are
currently applicable to certain of the wage and premium pay provisions of this M.O.U.,
and that this M.O.U. shall be administered in compliance with the FLSA for so long
as the Act is applicable.
C. Nothing contained in the Memorandum shall preclude the parties from being in
compliance with the requirements of the Americans with Disabilities Act.
Section 6-2. Printing of M.O.U.
Printing vendors secured by the Union shall comply with Ordinance G-1372 (Affirmative
Action Supplier's Ordinance), as may be amended, and Ordinance G-1901 (Affirmative
Action Employment by Contractors, Subcontractors, and Suppliers), as may be amended.
Printing of the M.O.U. shall be done by a Union printer only.
Section 6-3. Fire Watch
A. Whenever a Fire Department employee is required by the Fire Marshal or requested
by a private party, to perform a fire watch, standby, or other associated duties for Fire
Page 380
Code compliance, such opportunities shall first be offered to Unit
members/employees. Such work shall be offered to those members that are suitably
qualified and who volunteer for such duty during their off-duty hours within a rotation
system approved by the Fire Chief after consultation with the Union. In the event that
no employee accepts such work, or in case of emergency, such work shall be offered
to qualified non-Unit employees. It is understood that the rate of payment shall be at
1 ½ times the employee’s base 40 hour rate, except in cases where non-Unit
employees are utilized in which case payment shall be at 1 ½ times the non-Unit
employee’s base 40 hour rate. For purposes of Section 6-3, Article 6 only, the terms
"qualified" is defined as follows:
1. "Qualified" shall mean any employee of the Fire Department who is familiar with
the Fire Code and has successfully completed the Fire Watch training program
provided by the Department.
2. “Emergency” shall mean any fire watch situation that cannot be pre-scheduled.
Section 6-4. Term and Effect of Memorandum
A. This Memorandum shall remain in full force and effect commencing with the
beginning of the first regular pay period in July 2024, up to the beginning of the first
regular pay period commencing in July 2026.
B. Except as expressly provided in this Memorandum, the City shall not be required to
meet and confer concerning any matter, whether covered or not covered herein to
take effect during the term or extensions thereof.
C. This Memorandum constitutes the total and entire agreements between the parties
and no past written or verbal statement/agreements shall supersede any of its
provisions. Throughout the term of this Memorandum, the City and the union may
jointly decide to participate in Labor-Management meetings to discuss items of
mutual interest on an as-needed basis.
D. It is intended by the parties hereto that the provisions of this Memorandum shall be
in harmony with the rights, duties, obligations and responsibilities which by law
devolve upon the City Council, City Manager, Fire Chief, and other City boards and
officials, and these provisions shall be interpreted and applied in such manner.
E. The Union recognizes the powers, duties and responsibilities of the Fire Chief as set
forth in the Charter and Ordinances and that pursuant thereto the Fire Chief has the
authority to establish rules and regulations applicable to the operation of the Fire
Department and to the conduct of the employees and officers employed therein,
subject to the express provisions of this Memorandum.
F. The lawful provisions of this Memorandum are binding upon the parties for the term
Page 381
thereof. The Union having had an opportunity to raise all matters in connection with
the Meet and Confer proceedings resulting in the Memorandum is precluded from
initiating any further meeting and conferring for the term thereof relative to matters
under the control of the Fire Chief, the City Council or the City Manager.
Page 382
IN WITNESS WHEREOF, the parties have set their hands this
____ of May, 2024
_________________________________________________________________
Bryan Willingham, President, Phoenix Fire Fighters Association Local 493
_________________________________________________________________
Jason Perkiser, Assistant Human Resources Director
_________________________________________________________________
Jeffrey Barton, City Manager, City of Phoenix
ATTEST:
_________________________________________________________________
Denise Archibald, City Clerk, City of Phoenix
APPROVED AS TO FORM:
_________________________________________________________________
City Attorney, City of Phoenix
Local 493 Team: City of Phoenix Team:
Bryan Willingham, President Jason Perkiser, Assistant HR Director
Ben Lindquist Tim Gammage Sr., Assistant Fire Chief
Tim West Raymond Ochoa, Assistant Fire Chief
Tim Gammage Jr. Paul Moore, Battalion Chief
Mike Brannan Keith Slattery, Deputy Chief
Scott Crowley Julie Taylor, Human Resources Supervisor
Patrick Cardenas Brianna Aceves, Admin. Assistant II (Coordinator)
Scott Porter Jennifer Flaherty, Secretary, (Scribe)
Brian Mike Saylor
Brian Moore
Gabe Orosco
Elliott Simmons
Matt Shaughnessy
Page 383
ATTACHMENT A
HOURLY PAY RATES
HOURLY PAY RATES
Effective July 8, 2024
FIREFIGHTER
56-HOUR 40-HOUR
GRADE 545 GRADE 549
STEP HOURLY RATE STEP HOURLY RATE
9 $17.807 9 $27.49
10 $18.700 10 $28.86
11 $19.636 11 $30.31
12 $20.614 12 $31.82
13 $21.650 13 $33.41
14 $22.729 14 $35.08
15 $23.864 15 $36.84
16 $25.057 16 $38.68
17 $26.314 17 $40.61
FIREFIGHTER/SO
56-HOUR 40-HOUR
GRADE 547 GRADE 551
STEP HOURLY RATE STEP HOURLY RATE
11 $20.614 11 $31.82
12 $21.650 12 $33.41
13 $22.729 13 $35.08
14 $23.864 14 $36.84
15 $25.057 15 $38.68
16 $26.314 16 $40.61
17 $27.629 17 $42.64
Page 384
FIREFIGHTER HMT & TRT
56-HOUR 40-HOUR
GRADE 549 GRADE 553
STEP HOURLY RATE STEP HOURLY RATE
11 $21.650 11 $33.41
12 $22.729 12 $35.08
13 $23.864 13 $36.84
14 $25.057 14 $38.68
15 $26.314 15 $40.61
16 $27.629 16 $42.64
17 $29.007 17 $44.77
FIREFIGHTER/PARAMEDIC
56-HOUR 40-HOUR
GRADE 549 GRADE 553
STEP HOURLY RATE STEP HOURLY RATE
11 $21.650 11 $33.41
12 $22.729 12 $35.08
13 $23.864 13 $36.84
14 $25.057 14 $38.68
15 $26.314 15 $40.61
16 $27.629 16 $42.64
17 $29.007 17 $44.77
FIREFIGHTER SO/PARAMEDIC
56-HOUR 40-HOUR
GRADE 551 GRADE 555
STEP HOURLY RATE STEP HOURLY RATE
11 $22.729 11 $35.08
12 $23.864 12 $36.84
13 $25.057 13 $38.68
14 $26.314 14 $40.61
15 $27.629 15 $42.64
16 $29.007 16 $44.77
17 $30.457 17 $47.01
Page 385
FIREFIGHTER HMT & TRT/PARAMEDIC
56-HOUR 40-HOUR
GRADE 553 GRADE 557
STEP HOURLY RATE STEP HOURLY RATE
11 $23.864 11 $36.84
12 $25.057 12 $38.68
13 $26.314 13 $40.61
14 $27.629 14 $42.64
15 $29.007 15 $44.77
16 $30.457 16 $47.01
17 $31.979 17 $49.36
ENGINEER
56-HOUR 40-HOUR
GRADE 555 GRADE 559
STEP HOURLY RATE STEP HOURLY RATE
11 $25.057 11 $38.68
12 $26.314 12 $40.61
13 $27.629 13 $42.64
14 $29.007 14 $44.77
15 $30.457 15 $47.01
16 $31.979 16 $49.36
17 $33.579 17 $51.83
ENGINEER SO
56-HOUR 40-HOUR
GRADE 557 GRADE 561
STEP HOURLY RATE STEP HOURLY RATE
11 $26.314 11 $40.61
12 $27.629 12 $42.64
13 $29.007 13 $44.77
14 $30.457 14 $47.01
15 $31.979 15 $49.36
16 $33.579 16 $51.83
17 $35.257 17 $54.42
Page 386
ENGINEER HMT & TRT
56-HOUR 40-HOUR
GRADE 559 GRADE 563
STEP HOURLY RATE STEP HOURLY RATE
11 $27.629 11 $42.64
12 $29.007 12 $44.77
13 $30.457 13 $47.01
14 $31.979 14 $49.36
15 $33.579 15 $51.83
16 $35.257 16 $54.42
17 $37.021 17 $57.15
ENGINEER PARAMEDIC
56-HOUR 40-HOUR
GRADE 559 GRADE 563
STEP HOURLY RATE STEP HOURLY RATE
11 $27.629 11 $42.64
12 $29.007 12 $44.77
13 $30.457 13 $47.01
14 $31.979 14 $49.36
15 $33.579 15 $51.83
16 $35.257 16 $54.42
17 $37.021 17 $57.15
ENGINEER SO/PARAMEDIC
56-HOUR 40-HOUR
GRADE 561 GRADE 565
STEP HOURLY RATE STEP HOURLY RATE
11 $29.007 11 $44.77
12 $30.457 12 $47.01
13 $31.979 13 $49.36
14 $33.579 14 $51.83
15 $35.257 15 $54.42
16 $37.021 16 $57.15
17 $38.871 17 $60.00
Page 387
ENGINEER HMT & TRT/PARAMEDIC
56-HOUR 40-HOUR
GRADE 563 GRADE 567
STEP HOURLY RATE STEP HOURLY RATE
11 $30.457 11 $47.01
12 $31.979 12 $49.36
13 $33.579 13 $51.83
14 $35.257 14 $54.42
15 $37.021 15 $57.15
16 $38.871 16 $60.00
17 $40.821 17 $63.00
CAPTAIN
56-HOUR 40-HOUR
GRADE 559 GRADE 563
STEP HOURLY RATE STEP HOURLY RATE
11 $27.629 11 $42.64
12 $29.007 12 $44.77
13 $30.457 13 $47.01
14 $31.979 14 $49.36
15 $33.579 15 $51.83
16 $35.257 16 $54.42
17 $37.021 17 $57.15
CAPTAIN SO
56-HOUR 40-HOUR
GRADE 561 GRADE 565
STEP HOURLY RATE STEP HOURLY RATE
11 $29.007 11 $44.77
12 $30.457 12 $47.01
13 $31.979 13 $49.36
14 $33.579 14 $51.83
15 $35.257 15 $54.42
16 $37.021 16 $57.15
17 $38.871 17 $60.00
Page 388
CAPTAIN HMT & TRT
56-HOUR 40-HOUR
GRADE 563 GRADE 567
STEP HOURLY RATE STEP HOURLY RATE
11 $30.457 11 $47.01
12 $31.979 12 $49.36
13 $33.579 13 $51.83
14 $35.257 14 $54.42
15 $37.021 15 $57.15
16 $38.871 16 $60.00
17 $40.821 17 $63.00
CAPTAIN PARAMEDIC
56-HOUR 40-HOUR
GRADE 563 GRADE 567
STEP HOURLY RATE STEP HOURLY RATE
11 $30.457 11 $47.01
12 $31.979 12 $49.36
13 $33.579 13 $51.83
14 $35.257 14 $54.42
15 $37.021 15 $57.15
16 $38.871 16 $60.00
17 $40.821 17 $63.00
CAPTAIN SO/PARAMEDIC
56-HOUR 40-HOUR
GRADE 565 GRADE 569
STEP HOURLY RATE STEP HOURLY RATE
11 $31.979 11 $49.36
12 $33.579 12 $51.83
13 $35.257 13 $54.42
14 $37.021 14 $57.15
15 $38.871 15 $60.00
16 $40.821 16 $63.00
17 $42.857 17 $66.15
Page 389
CAPTAIN HMT & TRT/PARAMEDIC
56-HOUR 40-HOUR
GRADE 567 GRADE 571
STEP HOURLY RATE STEP HOURLY RATE
11 $33.579 11 $51.83
12 $35.257 12 $54.42
13 $37.021 13 $57.15
14 $38.871 14 $60.00
15 $40.821 15 $63.00
16 $42.857 16 $66.15
17 $45.000 17 $69.46
Progression through these steps shall be in accordance with established regulations and
the City's Pay Ordinance. It is understood that any time a member is promoted to another
classification or assigned as a firefighter paramedic and is within a pay classification
range, the member will proceed to the next higher step upon promotion or assignment.
Page 390
ATTACHMENT B
VACATION CARRYOVER
With the reinstatement of vacation buy back in FY 2021-2022, vacation carryover will be
the established maximum plus 240 hours (or the 56-hour equivalent). In FY 2022-2023,
the vacation carryover will be the established maximum plus 160 hours (or the 56-hour
equivalent). In FY 2024-2026, the vacation carryover will be the established maximum
plus 120 hours (or the 56-hour equivalent).
Page 391
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Item text
Request to authorize the City Manager, or his designee, to execute amendment to
Contract 150308 with Data Trace Information Services, LLC, to extend the contract
term. Further request to authorize the City Controller to disburse all funds related to
this item. No additional funds are needed, request to continue using Ordinance S-
45805.
Summary
This contract will provide services to various City departments for requests related to
real property acquisition, disposition, leasing, appraisal and title services work. These
services include: preparing chain of title and condition of title reports, verifying
ownership, and researching property liens and other recorded transfers and
conveyances affecting title to real property. To accurately and timely perform the
necessary title services, the City requires access to an extensive title plant database
system for property record searches and document/map image downloads for
Maricopa County. Data Trace Information Services, LLC, will provide this
comprehensive title plant database system of property records geographically located
within Maricopa County.
Contract Term
Upon approval the contract will be extended through June 30, 2025, with an option to
extend through June 30, 2026.
Financial Impact
The aggregate value of the contract will not exceed $425,000 and no additional funds
are needed.
Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Title Record Search Services Contract 150308 (Ordinance S-45805) on June 19,
2019.
Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.
Page 392
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Award (Ordinance S-50852)
Request to authorize the City Manager, or his designee, to enter into a contract with
Cigna Health Life Insurance Company (CHLIC) to provide Employee and Retiree
Dental Plans Administration Services for the Human Resources Department. Further
request to authorize the City Controller to disburse all funds related to this item. The
total value of the contract will not exceed $40,000,000.
Summary
CHLIC will partner with the City to provide sustainable and affordable Dental Plan
administration services for the City's eligible employees and retirees and their eligible
dependents. CHLIC will provide dental care options through local and national access
to networks, comprehensive benefits, competitive pricing and excellent customer
services. CHLIC will also provide claims processing, adjudication and administration
services, coordination of benefits, and third party payments and recovery. These
services are essential to eligible City employees, retirees and their eligible dependents
enrolled in a City sponsored dental plan(s). City sponsored dental plans are part of the
City's benefits package.
This item has been reviewed and approved by the Information Technology Services
Department.
Procurement Information
A Request for Proposal procurement was processed in accordance with City of
Phoenix Administrative Regulation 3.10.
Five vendors submitted proposals, three were deemed non-responsive and two were
deemed as responsive and responsible offers. An evaluation committee of City staff
evaluated those offers based on the following criteria with a maximum possible point
total of 1000:
Qualifications, Experience and References (0-275 points)
Method of Approach (0-425 points)
Pricing (0-300 points)
Page 393
After reaching consensus, the evaluation committee recommends award to Cigna
Health Life Insurance Company, with a score of 960 points. CHLIC is recommended
for award as the most responsive and responsible offeror most advantageous to the
City.
Contract Term
The contract will begin on or about Jan. 1, 2025, for a five-year term with no options to
extend.
Financial Impact
The aggregate contract value will not exceed $40,000,000. There is no impact to the
General Fund. Funding is available in the City's Health Care Benefits Health Trust
Fund.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 394
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(Ordinance S-50856)
Request to authorize the City Manager, or his designee, to execute amendment to
Contract 150083 with Mission Linen Supply to extend contract term. Further request to
authorize the City Controller to disburse all funds related to this item. No additional
funds are needed, request to continue using Ordinance S-45594.
Summary
This contract will provide laundry, rental, and dry-cleaning services to include uniforms,
costumes, tablecloths and well as towels, mats, smocks, dust mop heads, and laundry
bags for Citywide department use. The City also requires items that have been
biologically contaminated to be contracted out for laundry cleaning that is provided in
accordance with all federal, state, county, and city laws.
Contract Term
Upon approval the contract will be extended through Nov. 30, 2024.
Financial Impact
The aggregate value of the contract will not exceed $260,000 and no additional funds
are needed.
Concurrence/Previous Council Action
The City Council previously reviewed this request:
· Full Service and Decontamination Laundry Services Contract 150083 (Ordinance S-
45594) on May 1, 2019;
· Full Service and Decontamination Laundry Services Contract 150083 (Ordinance S-
50634) on March 6, 2024.
Responsible Department
This item is submitted by City Manager Jeffrey Barton and the Finance Department.
Page 395
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50859)
Request to authorize the City Manager, or his designee, to enter into a contract with
CoStar Realty Information, Inc., (CoStar) to provide a one-year subscription for online
access to real property market data for the Finance Department Real Estate Division.
Further request to authorize the City Controller to disburse all funds related to this
item. The total value of the contract will not exceed $170,000.
Summary
CoStar is a comprehensive online database for commercial real estate market data,
statistics, and reporting. CoStar provides staff the tools necessary to complete
appraisals, appraisal reviews and valuation services, manage existing contracts and
develop new business transactions for revenue contract services, and assist
developers, investors and companies interested in relocating to or investing in
Phoenix. The subscription enables staff to conduct market research and market-based
valuations to ensure compliance with the applicable federal, state and City regulations
and requirements related to real estate transactions.
This item has been reviewed and approved by the Information Technology Services
Department.
Procurement Information
In accordance with Administrative Regulation 3.10, standard competition was waived
as a result of an approved Determination Memo based on the following reason:
Special Circumstances Without Competition. CoStar is the only vendor that can
provide online access to real property market data needed by the City.
Contract Term
The agreement will begin on or about June 1, 2024, for a one-year term.
Financial Impact
The aggregate contract value for the one-year agreement is $170,000. Funding is
available in the Finance, Community and Economic Development, Aviation,
Neighborhood Services and Housing departments' budgets.
Page 396
Responsible Department
This item is submitted by the City Manager Jeffrey Barton and the Finance,
Community and Economic Development, Aviation, Neighborhood Services and
Housing departments.
Page 397
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50861)
Request for the City Council to accept and dedicate deeds for roadway purposes;
further ordering the ordinance recorded.
Summary
Accepting the property interests below meets the Planning and Development
Department's Single Instrument Dedication Process requirement prior to releasing any
permits to applicants.
Deed (a)
Applicant: The Julie Newcomb Living Trust dated April, 1, 2008, its successor and
assigns
Purpose: Roadway
Location: 24255 N. 19th Ave.
File: 230120
Council District: 1
Deed (b)
Applicant: The Julie Newcomb Living Trust dated April, 1, 2008, its successor and
assigns
Purpose: Roadway
Location: East of southeast corner of N. 19th Avenue and W. Parkview Lane
File: 240005
Council District: 1
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development and Finance departments.
Page 398
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Request for Award (Ordinance S-50853)
Request to authorize the City Manager, or his designee, to enter into contracts with
Banner Health and Aetna Health Insurance Company, and Blue Cross Blue Shield of
Arizona, Inc., to provide Employee Medical Health Plan Administrative Services for the
Human Resources Department. Further request to authorize the City Controller to
disburse all funds related to this item. The total value of the contracts will not exceed
$85,000,000.
Summary
Banner Health and Aetna Health Insurance Company and Blue Cross Blue Shield of
Arizona, Inc., will partner with the City to provide self-funded, sustainable, and
competitive Medical Health Care Plan administrative services and a range of health
service solutions to the City's eligible employees and their eligible dependents. The
contractors will provide access to quality health care networks through a Health
Maintenance Organization (HMO), a Preferred Provider Organization (PPO), or High
Deductible Health Plan with a Health Savings Account (HSA). These health plan
options include access to comprehensive benefits which include primary care,
specialty care, behavioral and mental health care, urgent care facilities, hospital
emergency room, and access to various clinical programs supporting member health
to include diabetes and hypertension disease management. Additional services
includes claims processing, adjudication and administrative services, coordination of
benefits, and third party payments and recovery. These services are essential to
eligible City employees and their eligible dependents enrolled in a City sponsored
medical health plan. City sponsored medical health plans are part of the City's benefits
package.
This item has been reviewed and approved by the Information Technology Services
Department.
Procurement Information
A Request for Proposal procurement was processed in accordance with City of
Phoenix Administrative Regulation 3.10.
Page 399
Five Offerors submitted proposals, one was deemed non-responsive, and four were
deemed as responsive and responsible offers. An evaluation committee of City staff
evaluated those offers based on the following criteria with a maximum possible point
total of 1000:
Qualifications, Experience and References (0-250 points)
Method of Approach (0-450 points)
Pricing (0-300 points)
After reaching consensus, the evaluation committee recommends awards to the
following vendors as the most responsive and responsible offers most advantageous
to the City:
Banner Health and Aetna Health Insurance Company, 911 points
Blue Cross Blue Shield of Arizona, Inc., 968 points
Contract Term
The contracts will begin on or about Jan. 1, 2025, for a five-year term, with one option
to extend for an additional one-year term.
Financial Impact
The aggregate contracts value will not exceed $85,000,000. There is no impact to the
General Fund. Funding is available in the City's Health Care BenefitsTrust Fund.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays, and the Human Resources
Department.
Page 400
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
- Platinum Pass Program (Ordinance S-50877)
Request to authorize the City Manager, or his designee, to enter into an
Intergovernmental Agreement (IGA) with the Regional Public Transportation Authority
(RPTA) for the City's participation in the Valley Metro Platinum Pass Program. Further
request to authorize the City controller to disburse all funds related to this item. The
value of the agreement is estimated at $500,000 per year.
Summary
The Platinum Pass Program is a regional transit fare program for employers in the
Phoenix metropolitan area. Through participation in this program, the City has been
offering fully subsidized bus passes to active employees for decades. This benefit was
expanded in 2008 to include light rail service. The Platinum Pass Program allows
employers to offer a valuable benefit and provides an incentive to utilize public transit
to mitigate the negative effects of traffic congestion. Since its inception, the program
has been managed for the region by the City of Phoenix Public Transit Department. In
conjunction with the upcoming modernized fare collection system to be managed by
Valley Metro RPTA, the management of the Platinum Pass Program will be transferred
to Valley Metro RPTA beginning June 1, 2024.
This request is for the City to continue participation in the Platinum Pass Program by
entering into an agreement with Valley Metro RPTA. Under this program, the City pays
only for the bus and light rail trips its employees take, capped as applicable based on
usage. Additionally, while the Human Resources Department budgets and pays for this
employee benefit, revenue generated by employees using their Platinum Passes for
trips initiated in Phoenix is paid to the Public Transit Department as fare revenue,
significantly offsetting the cost of the program to the City as a whole.
Contract Term
The IGA will become effective on or about June 1, 2024, for a ten-year term.
Financial Impact
The aggregate contract value, with the expectation of rider growth, will not exceed
$7,000,000. Funding is available in the Human Resources Department's operating
Page 401
budget.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays, and the Human Resources
Department.
Page 402
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Committee 625 Recommendations (Ordinance S-50879)
The following amendments to the Pay Ordinance (Ordinance S-49802) are proposed
in accordance with the recommendation of Human Resources Committee 625, to be
effective on June 10, 2024. The proposal will also require modifications to the City’s
Classification Plan (Ordinance S-5815), which will be processed under a separate
ordinance.
Reactivate and regrade the classification of Assistant Golf Professional, Job Code:
40580, Salary Plan: 001, Grade/Range: 030 ($32,635 - $53,165/annual), Labor Unit
Code: 007, Benefit Category: 007, EEO-4 Category: Professional, FLSA Status:
Nonexempt to Grade/Range: 061 ($51,854 - $113,194/annual).
Establish the classification of Homeless Solutions Director (NC), Job Code: 07950,
Salary Plan: 018, Grade/Range: 922 ($159,973 - $207,979/annual), Benefit Category:
010, Labor Unit Code: 008 EEO-4 Category: Office/Administrators, FLSA Status:
Exempt.
Reclassify the filled position (# 00098444) of Special Assistant to City Manager (NC),
Job Code: 06060, Salary Plan: 018, Grade/Range: 906 ($134,430 - $174,762/annual),
Labor Unit Code: 010, Benefit Category: 008, EEO-4 Category: Office/Administrators,
FLSA Status: Exempt to Title: Homeless Solutions Director (NC), Job Code: 07950,
Salary Plan: 018, Grade/Range: 922 ($159,973 - $207,979/annual), Benefit Category:
010, Labor Unit Code: 008 EEO-4 Category: Office/Administrators, FLSA Status:
Exempt.
Establish the assignment to the classification of Management Assistant II*CMO, Job
Code: 05323, Salary Plan: 001, Grade/Range: 065 ($57,179 - $124,800/annual),
Benefit Category: 007, Labor Unit Code: 008, EEO-4 Category: Professionals, FLSA
Status: Exempt.
Appoint five filled positions (00005224, 00093400, 00093689, 00094880, 00098895) in
the classification of Management Assistant II, Job Code: 05320, Salary Plan: 001,
Grade/Range: 062 ($53,165 - $116,022/annual), Labor Unit Code: 007, Benefit
Page 403
Category: 007, EEO-4 Category: Professionals, FLSA Status: Exempt to the
assignment to the classification of Management Assistant II*CMO, Job Code: 05323,
Salary Plan: 001, Grade/Range: 065 ($57,179 - $124,800/annual), Benefit Category:
007, Labor Unit Code: 008, EEO-4 Category: Professionals, FLSA Status: Exempt.
Regrade the assignment to the classification of Contracts Specialist II*Lead, Job Code:
06631, Salary Plan: 001, Grade/Range: 059 ($49,379 - $107,806/annual), Labor Unit
Code: 007, Benefit Category: 007, EEO-4 Category: Professionals, FLSA Status:
Exempt to Grade/Range: 064 ($55,806 - $121,826/annual).
Regrade the classification of Contracts Specialist II, Job Code: 06630, Salary Plan:
001, Grade/Range: 055 ($44,803 - $97,781/annual), Labor Unit Code: 007, Benefit
Category: 007, EEO-4 Category: Professionals, FLSA Status: Exempt to
Grade/Range: 061 ($51,854 - $113,194/annual).
Regrade the classification of Contracts Specialist I, Job Code: 06620, Salary Plan:
001, Grade/Range: 049 ($38,688 - $84,469/annual), Labor Unit Code: 007, Benefit
Category: 007, EEO-4 Category: Professionals, FLSA Status: Nonexempt to
Grade/Range: 055 ($44,803 - $97,781/annual).
Regrade the assignment to the classification of Aviation Supervisor I*Special Maint,
Job Code: 25242, Salary Plan: 001, Grade/Range: 049 ($38,688 - $84,469/annual),
Labor Unit Code: 007, Benefit Category: 007, EEO-4 Category: Service Maintenance,
FLSA Status: Nonexempt to Grade/Range: 053 ($42,661 - $93,122/annual).
Regrade the classification of Aviation Supervisor I, Job Code: 02540, Salary Plan: 001,
Grade/Range: 047 ($36,858 - $80,454/annual), Labor Unit Code: 007, Benefit
Category: 007, EEO-4 Category: Service Maintenance, FLSA Status: Nonexempt to
Grade/Range: 051 ($40,693 - $88,691/annual).
Regrade the classification of Lead Info Tech Systems Spec, Job Code: 09580, Salary
Plan: 001, Grade/Range: 071 ($66,186 - $144,477/annual), Labor Unit Code: 007,
Benefit Category: 007, EEO-4 Category: Professionals, FLSA Status: Exempt to
Grade/Range: 073 ($69,493 - $151,694/annual).
Regrade the classification of Management Services Adm, Job Code: 05360, Salary
Plan: 013, Grade/Range: 834 ($107,432 - $139,672/annual), Labor Unit Code: 009,
Benefit Category: 008, EEO-4 Category: Officials/Administrators, FLSA Status: Exempt
to Grade/Range: 836 ($117,000 - $160,202/annual).
Modify the middle manager salary range in Grade 844 from $122,200 - $158,870 to
Page 404
$123,802 - $168,210.
Modify the middle manager salary range in Grade 842 from $114,858 - $149,302 to
$117,000 - $160,202.
Regrade the classification of Municipal Court Info Sys Officer, Job Code: 10640, Salary
Plan: 018, Grade/Range: 904 ($112,528 - $157,560/annual), Labor Unit Code: 010,
Benefit Category: 008, EEO-4 Category: Officials/Administrators, FLSA Status: Exempt
to Grade/Range: 908 ($147,867 - $192,233/annual).
Regrade the classification of Municipal Court Administrator, Job Code: 00600, Salary
Plan: 013, Grade/Range: 834 ($107,432 - $139,672/annual), Labor Unit Code: 009,
Benefit Category: 008, EEO-4 Category: Officials/Administrators, FLSA Status: Exempt
to Grade/Range: 836 ($117,000 - $160,202/annual).
Summary
The Classification and Compensation study was implemented rapidly to address a
systemic staffing and labor market crisis throughout the City. Adjustments to grade and
salary ranges are necessary as the City adapts to the new pay structures that took
effect on Aug. 7, 2023. These recommendations balance internal alignment with
external market focus. As a result of the changes made during the Classification and
Compensation study, staff requests that the adjustments listed above be approved.
Financial Impact
The estimated cost for this action for the first year is $127,000.
Concurrence/Previous Council Action
On April 15, 2024, Human Resources Committee 625 reviewed and recommended
these modifications for approval effective on June 10, 2024.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 405
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Human Resources Committee 625 Recommendations (Ordinance S-50880)
The following amendments to the Classification Plan (Ordinance S-5815) are proposed
in accordance with the recommendation of Human Resources Committee 625, to be
effective on June 10, 2024. The proposal will also require modifications to the City’s
Pay Ordinance (S-49802), which will be processed under a separate ordinance.
Reactivate and regrade the classification of Assistant Golf Professional, Job Code:
40580, Salary Plan: 001, Grade/Range: 030 ($32,635 - $53,165/annual), Labor Unit
Code: 007, Benefit Category: 007, EEO-4 Category: Professional, FLSA Status:
Nonexempt to Grade/Range: 061 ($51,854 - $113,194/annual).
Establish the classification of Homeless Solutions Director (NC), Job Code: 07950,
Salary Plan: 018, Grade/Range: 922 ($159,973 - $207,979/annual), Benefit Category:
010, Labor Unit Code: 008 EEO-4 Category: Office/Administrators, FLSA Status:
Exempt.
Reclassify the filled position (# 00098444) of Special Assistant to City Manager (NC),
Job Code: 06060, Salary Plan: 018, Grade/Range: 906 ($134,430 - $174,762/annual),
Labor Unit Code: 010, Benefit Category: 008, EEO-4 Category: Office/Administrators,
FLSA Status: Exempt to Title: Homeless Solutions Director (NC), Job Code: 07950,
Salary Plan: 018, Grade/Range: 922 ($159,973 - $207,979/annual), Benefit Category:
010, Labor Unit Code: 008 EEO-4 Category: Office/Administrators, FLSA Status:
Exempt.
Establish the assignment to the classification of Management Assistant II*CMO, Job
Code: 05323, Salary Plan: 001, Grade/Range: 065 ($57,179 - $124,800/annual),
Benefit Category: 007, Labor Unit Code: 008, EEO-4 Category: Professionals, FLSA
Status: Exempt.
Appoint five filled positions (00005224, 00093400, 00093689, 00094880, 00098895) in
the classification of Management Assistant II, Job Code: 05320, Salary Plan: 001,
Grade/Range: 062 ($53,165 - $116,022/annual), Labor Unit Code: 007, Benefit
Category: 007, EEO-4 Category: Professionals, FLSA Status: Exempt to the
Page 406
assignment to the classification of Management Assistant II*CMO, Job Code: 05323,
Salary Plan: 001, Grade/Range: 065 ($57,179 - $124,800/annual), Benefit Category:
007, Labor Unit Code: 008, EEO-4 Category: Professionals, FLSA Status: Exempt.
Regrade the assignment to the classification of Contracts Specialist II*Lead, Job Code:
06631, Salary Plan: 001, Grade/Range: 059 ($49,379 - $107,806/annual), Labor Unit
Code: 007, Benefit Category: 007, EEO-4 Category: Professionals, FLSA Status:
Exempt to Grade/Range: 064 ($55,806 - $121,826/annual).
Regrade the classification of Contracts Specialist II, Job Code: 06630, Salary Plan:
001, Grade/Range: 055 ($44,803 - $97,781/annual), Labor Unit Code: 007, Benefit
Category: 007, EEO-4 Category: Professionals, FLSA Status: Exempt to
Grade/Range: 061 ($51,854 - $113,194/annual).
Regrade the classification of Contracts Specialist I, Job Code: 06620, Salary Plan:
001, Grade/Range: 049 ($38,688 - $84,469/annual), Labor Unit Code: 007, Benefit
Category: 007, EEO-4 Category: Professionals, FLSA Status: Nonexempt to
Grade/Range: 055 ($44,803 - $97,781/annual).
Regrade the assignment to the classification of Aviation Supervisor I*Special Maint,
Job Code: 25242, Salary Plan: 001, Grade/Range: 049 ($38,688 - $84,469/annual),
Labor Unit Code: 007, Benefit Category: 007, EEO-4 Category: Service Maintenance,
FLSA Status: Nonexempt to Grade/Range: 053 ($42,661 - $93,122/annual).
Regrade the classification of Aviation Supervisor I, Job Code: 02540, Salary Plan: 001,
Grade/Range: 047 ($36,858 - $80,454/annual), Labor Unit Code: 007, Benefit
Category: 007, EEO-4 Category: Service Maintenance, FLSA Status: Nonexempt to
Grade/Range: 051 ($40,693 - $88,691/annual).
Regrade the classification of Lead Info Tech Systems Spec, Job Code: 09580, Salary
Plan: 001, Grade/Range: 071 ($66,186 - $144,477/annual), Labor Unit Code: 007,
Benefit Category: 007, EEO-4 Category: Professionals, FLSA Status: Exempt to
Grade/Range: 073 ($69,493 - $151,694/annual).
Regrade the classification of Management Services Adm, Job Code: 05360, Salary
Plan: 013, Grade/Range: 834 ($107,432 - $139,672/annual), Labor Unit Code: 009,
Benefit Category: 008, EEO-4 Category: Officials/Administrators, FLSA Status: Exempt
to Grade/Range: 836 ($117,000 - $160,202/annual).
Modify the middle manager salary range in Grade 844 from $122,200 - $158,870 to
$123,802 - $168,210.
Page 407
Modify the middle manager salary range in Grade 842 from $114,858 - $149,302 to
$117,000 - $160,202.
Regrade the classification of Municipal Court Info Sys Officer, Job Code: 10640, Salary
Plan: 018, Grade/Range: 904 ($112,528 - $157,560/annual), Labor Unit Code: 010,
Benefit Category: 008, EEO-4 Category: Officials/Administrators, FLSA Status: Exempt
to Grade/Range: 908 ($147,867 - $192,233/annual).
Regrade the classification of Municipal Court Administrator, Job Code: 00600, Salary
Plan: 013, Grade/Range: 834 ($107,432 - $139,672/annual), Labor Unit Code: 009,
Benefit Category: 008, EEO-4 Category: Officials/Administrators, FLSA Status: Exempt
to Grade/Range: 836 ($117,000 - $160,202/annual).
Summary
The Classification and Compensation study was implemented rapidly to address a
systemic staffing and labor market crisis throughout the City. Adjustments to grade and
salary ranges are necessary as the City adapts to the new pay structures that took
effect on Aug. 7, 2023. These recommendations balance internal alignment with
external market focus. As a result of the changes made during the Classification and
Compensation study, staff requests that the adjustments listed above be approved.
Financial Impact
The estimated cost for this action for the first year is $127,000.
Concurrence/Previous Council Action
On April 15, 2024, Human Resources Committee 625 reviewed and recommended
these modifications for approval effective on June 10, 2024.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 408
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
for Educational Services (Ordinance S-50881)
Request to authorize the City Manager, or his designee, to enter into an
intergovernmental agreement (IGA) with Maricopa County Community College District
to provide courses for college credit to City employees on-site at a City of Phoenix
training facility.
Further request to authorize an exception to the requirements of Phoenix City Code
section 42-18 to allow inclusion of a mutual indemnification provision in the agreement.
The risk of this exception is low due to the nature of the educational services provided.
Summary
In 2019, the City of Phoenix Finance Department began a partnership with Phoenix
College to offer on-site courses at a City work location for employees pursuing
associates degrees in business. This IGA would allow the City to continue this
partnership for business courses, and expand course offerings as needed and desired
by the City.
Through this partnership, City employees enroll in Phoenix College courses to earn
college credit, and may request tuition reimbursement through the City of Phoenix
Employee Development Fund Program, which is administered in accordance with
Administrative Regulation 2.51. The Organizational Development division of the
Human Resources Department now serves as the liaison to Phoenix College in
support of this program.
Course tuition is paid to Phoenix College directly by the employees who enroll in
courses. There is no additional cost to the City for the educational services provided by
Phoenix College.
Contract Term
The agreement will become effective on or about May 15, 2024, for a five-year term,
with an option to extend for an additional five years.
Financial Impact
Page 409
Employees who request tuition reimbursement for courses taken through Phoenix
College will be reimbursed according to eligibility requirements and applicable limits
under the Employee Development Fund Program.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 410
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Apprenticeship for Cities Grant Proposal (Ordinance S-50882)
Request to authorize the City Manager, or his designee, to enter into an
Intergovernmental Agreement (IGA) with the National League of Cities (NLC) to work
on the Apprenticeship for Cities Grant Proposal under Apprenticeship Building America
Round 2 funding opportunity, if awarded. Further request authorization for the City
Treasurer to accept, and the City Controller to disburse all funds related to this item.
Summary
The Department of Labor announced the availability of $95 million in grants to expand
registered apprenticeship, including a focus on public sector apprenticeships. National
League of Cities (NLC), in partnership with the American Institutes for Research (AIR),
submitted a proposal with a focus on building apprenticeship programs to fill in-
demand occupations within municipalities through a new initiative: Apprenticeships for
Cities, and asked the City of Phoenix to partner in this initiative and serve a trailblazer
city.
The City of Phoenix aligns with the purpose of this initiative and understands the
importance of establishing equitable, quality pathways and partnerships aimed at
increasing availability of and enrollment in municipal apprenticeships. The City
currently has eight Registered Apprenticeship programs from Procurement Officer,
Electricians, to Street Maintenance Workers. The City has grown the number of
offerings and has seen tremendous success with individuals participating in these
programs.
The City is interested in engaging with the Apprenticeship for Cities initiative, aiming to
collaborate with fellow municipalities to expand and enhance opportunities for our
workforce. Through strategic partnerships, we endeavor to establish tailored
community college programs that precisely address the evolving needs of our local
workforce, fostering growth and prosperity within our community.
Through this initiative, the City of Phoenix will address various skill gaps that drive
labor shortages by supporting scalable and sustainable Registered Apprenticeship
programs in the public sector. In this initiative, the City commits to launch and continue
Page 411
to expand the Registered Apprenticeship program in the occupation(s) of Electrician,
Procurement Officer, Fleet Technician/Equipment Services Worker, Gardener, HVAC,
Instrumentation and Controls Specialist, Solid Waste Equipment Operator, Street
Maintenance Worker apprentices by hiring an estimated 20 apprentices by April 2028.
As a trailblazer city, Phoenix will receive intensive technical assistance to accelerate
the ability to launch Registered Apprenticeship Programs, through a combination of
site visits, group learning sessions, one-on-one coaching, and peer engagement.
Financial Impact
There is no financial impact for this agreement.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Human Resources
Department.
Page 412
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Meeting - Amend Phoenix City Code Chapter 20: Office of Accountability and
Transparency (Ordinance G-7258) - Revised
Request for reconsideration of Item 50 - Amend Phoenix City Code Chapter 20: Office
of Accountability and Transparency (Ordinance G-7258) - Revised from the May 1,
2024 City Council Formal Meeting, to be placed on the agenda for the Formal City
Council meeting on May 15, 2024.
Summary
At the May 1, 2024 Formal City Council meeting, Item 50 - Amend Phoenix City Code
Chapter 20: Office of Accountability and Transparency (Ordinance G-7258) - Revised
passed by a vote of 6-3.
Pursuant to the Rules of Council Proceedings Rule 7(n), this reconsideration is being
placed on the May 15, 2024 agenda in accordance with a memo requesting
reconsideration from Councilwoman Hodge Washington (Attachment A) filed with the
City Clerk on May 8, 2024.
If this request is approved, the City Council will reconsider this item. If this request is
not approved, the City Council will not reconsider this item and the original action on
the item will stand.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer and the City Clerk
Department.
Page 413
Attachment A
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Page 416
Report
Supporting documents
No supporting documents stored.
View on Agenda Online ↗
Item text
Amend Phoenix City Code Chapter 20: Office of Accountability and
Transparency (Ordinance G-7258) - Revised
Request to approve Ordinance for amendments to Phoenix City Code (PCC) Chapter
20 for the Office of Accountability and Transparency to adopt language to establish a
Civilian Review Board and amend portions of PCC Chapter 20, to comply with state
law.
Summary
The Phoenix City Council and Mayor established the Office of Accountability and
Transparency (OAT) in 2021 to perform independent civilian oversight of the Phoenix
Police Department (Police). OAT monitors Police administrative investigations of
incidents involving sworn personnel and provides community members a way to freely
communicate complaints, commendations, and concerns about officers and the Police
Department without fear of retaliation.
In 2022, state legislators proposed and passed a bill, later codified as Arizona Revised
Statutes (A.R.S.) 38-1117, that altered the landscape of civilian oversight in Arizona.
OAT shifted the scope and manner of its work to remain within the confines of the
Code and A.R.S. 38-1117. However, to align OAT’s practice, Phoenix City Code (PCC)
sections 20-1 through 20-13 require amendments eliminating reference to OAT
conducting investigations or influencing officer discipline.
The Ordinance also establishes a Civilian Review Board (Board) to further OAT’s work.
Concurrence/Previous Council Action
At the March 19, 2024 Policy Session, staff requested City Council direction on the
proposed amendments to current PCC Chapter 20, sections 20-1 to 20-13 and
suggested additions of sections 20-14 through 20-17 to establish the Civilian Review
Board.
Responsible Department
This item is submitted by Deputy City Manager Ginger Spencer, the Office of
Accountability and Transparency, the City Manager's Office and the Law Department.
Page 417
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL ADOPTED
ORDINANCE
ORDINANCE G-XXXX
AN ORDINANCE RELATING TO THE OFFICE OF
ACCOUNTABILITY AND TRANSPARENCY AMENDING
CHAPTER 20, ARTICLE I, SECTION 20-1 OF THE PHOENIX
CITY CODE, ARTICLE II, SECTIONS 20-5 THROUGH 20-
10 AND 20-13, AND REPEALING AND DELETING
SECTION 20-11 IN ITS ENTIRETY, ADDING ARTICLE III,
SECTIONS 20-14 THROUGH 20-17, AND AMENDING
ARTICLE IV, SECTION 20-26.
_______________
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX as
follows:
SECTION 1. That Chapter 20, Article I, Section 20-1 is amended as follows:
Article I.
Creation of Civilian Review
Sec. 20-1. Office of Accountability and Transparency created.
A. The Office of Accountability and Transparency (the "OAT" or "Director"—see
definitions) for the City of Phoenix shall consist of a full-time Director with appropriate
professional and support staff.
B. The Director shall have such staff and budget as the City Council may prescribe.
The Director shall appoint all other staff of the OAT. The appropriations to pay for the
expenses of the OAT during each fiscal year shall be determined by the City Council as
part of the annual City budget process.
Page 418
C. The OAT shall take community complaints or commendations, establish
procedures for receiving anonymous complaints, conduct outreach with the community,
support services to impacted community members, monitor REVIEW ANY Department
ADMINISTRATIVE investigations or CIVILIAN EMPLOYEE COMPLAINT conduct
investigations; make recommendations to the Police Chief regarding administrative
action, including possible discipline for the Department; make recommendations
regarding policy, RULES AND TRAINING issues; CONDUCT assist with mediation to
resolve disputes; administer a youth outreach program; and address other issues of
concern to the community. The scope of all OAT actions must relate to the Department,
as outlined in this chapter.
D. The OAT shall establish standards of professional conduct and a comprehensive
training program for its staff to monitor or investigate allegations or inquiries received
against REVIEW the Department INVESTIGATIONS.
Sec. 20-2. Reserved.
Sec. 20-3. Reserved.
SECTION 2. That Chapter 20, Article II, Sections 20-5, 20-6, 20-7, 20-8,
20-9, 20-10 and 20-13 are amended and Section 20-11 is repealed and deleted in its
entirety as follows:
Article II.
Office of Accountability and Transparency created.
2 Ordinance G-
Page 419
Sec. 20-4. Appointment, qualification, and removal of Director.
A. The City Manager shall direct the recruitment for the Director with the assistance
of Human Resources or other entity designated by the City Manager.
B. The Director shall serve at the pleasure of the City Manager. The City Manager
may take any personnel action, including administrative leave or termination, if
determined in the best interests of the City, in the City Manager’s sole discretion.
Sec. 20-5. OAT staff.
A. The Director and all staff shall be committed to implementing the provisions of this
chapter in an honest, independent and impartial fashion and to upholding public
confidence in the integrity of the OAT.
B. The Director shall hire OAT staff who shall work under the Director’s supervision.
C. OAT staff are employees of the City of Phoenix and must follow the City personnel
rules.
D. Neither the Director nor any employees in the OAT’s office, nor their immediate
family members, shall have formerly been employees of any law enforcement agency.
E. The Director will hire one or more attorneys as staff to advise and represent the
OAT with respect to its work, provided:
1. Any such attorney is admitted to the State Bar of Arizona; and
2. Any such attorney must not provide legal advice or representation to any
department or function of the City of Phoenix other than the OAT; and
3 Ordinance G-
Page 420
3. All financial, personnel and administrative functions of any such attorney shall
be under the jurisdiction of the City Manager or Director and shall not be under the
jurisdiction of the City Attorney.
F. To retain outside legal counsel to advise and represent the OAT with respect to its
work, provided:
1. Counsel is retained pursuant to the standard terms of engagement then used
by the City Attorney, including any limitations on fees or costs; and
2. The costs of such representation are paid from the budget of the OAT and
not from the budget of the City Attorney; and
3. The Director provides the City Attorney with notice of the engagement,
including the firm selected and a copy of the engagement agreement; and
4. In no situation may the OAT use staff counsel or outside counsel in litigation
by the Director or OAT against the City.
G. Nothing in the preceding provisions shall be construed to alter the authority of the
individual City defendants, the settlement of monetary or other claims against the City or
individual City defendants, or any other powers or duties of the City Attorney.
Sec. 20-6. Mandatory Oversight by the OAT.
A. The OAT shall monitor or investigate REVIEW DEPARTMENT ADMINISTRATIVE
INVESTIGATIONS OF incidents set forth below when AFTER the investigation is
conducted by the Department. The OAT will not participate in criminal ANY
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DEPARTMENT investigations or investigate matters while a criminal investigation is
pending.
B. The OAT shall monitor REVIEW Department investigations or investigate OF:
1. Any shooting involving uniformed personnel, whether duty related or not;
2. Any in-custody death;
3. Any duty-related incident during which, or as a result of which, anyone dies or
suffers serious bodily injury as that term is defined in A.R.S. § 13-105(39), as it may
be amended from time to time; and
C. The OAT shall also monitor or participate in REVIEW Department investigations
concerning the following incidents. However, if no criminal charges are filed subsequent
to an investigation, or such criminal charges are dismissed, the OAT shall have the
discretion to monitor or investigate REVIEW the following incidents:
1. Any incident, whether or not duty related, in which Police Department
uniformed personnel are under investigation for, or charged with, any crime set
forth in A.R.S. Title 13, Chapters 11, 12, 13 and 14 (offenses against the person,
which include homicide, assault, kidnapping, and unlawful sexual behavior), as
they may be amended from time to time; or
2. Any incident, whether or not duty related, in which Police Department
uniformed personnel are under investigation for, or charged by, any jurisdiction
with a misdemeanor or local law violation in which a use of force (defined as
assaulting, beating, striking, fighting, or inflicting violence on a person) or
threatened use of force is an element of the offense.
5 Ordinance G-
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D. In addition, the OAT shall monitor investigations or investigate REVIEW possible
misconduct by uniformed personnel when requested to do so by the City Manager. The
Board or City Manager shall advise the OAT of the reasons why the Board or the City
Manager believes the OAT should monitor or investigate REVIEW.
E. FOLLOWING ANY REVIEW, AND AFTER THE INVESTIGATION REVIEWED IS
COMPLETED, the OAT may also make any PROSPECTIVE recommendations to the
City Manager or Police Chief regarding the sufficiency CONDUCT of any FUTURE
investigations, determinations as to whether Department rules or policies have been
violated, and the appropriateness of disciplinary sanctions, if any IN FUTURE
INVESTIGATIONS.
F. The Department shall, as soon as practicable, notify the OAT upon becoming
aware of:
1. An incident described in subsection B of this section; or
2. An incident, whether or not duty related, in which a Police Department
uniformed personnel is under investigation for, or charged by, a jurisdiction with a
misdemeanor or felony.
G. OAT shall immediately notify the following parties regarding whether it will
REVIEW monitor, participate in an investigation, or investigate an incident under this
section:
1. The Board;
2. The Police Chief; and
3. The City Manager.
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Sec. 20-7. Discretionary oversight by the OAT.
A. The OAT shall have the discretion to monitor REVIEW any Department
investigation or investigate any civilian or employee complaint.
B. The OAT shall also have the discretion to monitor or participate in REVIEW any
internal investigation by the Department which the OAT, the City Manager or the Board
recommends as in the City’s best interest for the OAT to be involved.
C. The OAT shall have the discretion to monitor or participate in REVIEW any
Department investigation of any incident, whether or not duty related, in which Police
Department uniformed personnel are accused of a crime or policy violation.
D. Upon exercising discretion to REVIEW monitor or participate in an investigation or
investigate anything authorized in subsection A, B, or C of this subsection, the OAT shall
immediately notify the following parties of the investigation:
1. The Board;
2. The Police Chief; and
3. The City Manager.
Sec. 20-8. Public reporting by the OAT.
A. No later than March 15 of each year, the OAT shall submit an annual public
report to the City Manager and the Board:
1. Setting forth the work of the OAT during the prior calendar year;
2. Identifying trends regarding complaints, investigations, and discipline of police
including, but without identifying specific persons:
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a. Information regarding uniformed personnel who were the subject of
multiple complaints;
b. Complainants who filed multiple complaints;
c. Issues that were raised by multiple complaints; and
d. Making PROSPECTIVE recommendations regarding the sufficiency of
CONDUCT OF FUTURE investigations and the APPROPRIATE DISCIPLINARY
SANCTIONS IN FUTURE INVESTIGATIONS. appropriateness of disciplinary actions, if
any;
3. Recommendations for changes to policies, rules, and training; and
4. Policy rules or training revisions implemented by the Department.
B. The report shall present information in statistical and summary form, without
identifying specific persons, except to the extent that incidents involving specific persons
have otherwise been made public by the City of Phoenix.
C. In addition to the annual report, the OAT shall publish a quarterly status report,
which shall be available to the public and which shall include, among other things,
patterns relating to complaints and recommendations regarding the sufficiency of
investigations EVALUATIONS OF the sufficiency of CLOSED investigations, and
RECOMMENDATIONS FOR CONDUCTING FUTURE INVESTIGATIONS, AND
determinations as to whether Department rules and policies have been violated IN
CLOSED DEPARTMENT ADMINISTRATIVE INVESTIGATIONS.
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D. Based upon an analysis of reports and other information available to the OAT, the
OAT shall make timely PROSPECTIVE recommendations to the Police Chief and the City
Manager.
E. The OAT has the discretion to publish additional public reports throughout the year
about matters within the duties of the OAT.
Sec. 20-9. Confidentiality.
A. The OAT, its staff, the Board, and all consultants and experts hired by the OAT
shall treat all documents and information regarding specific investigations or officers as
confidential except to the extent needed to carry out their duties.
B. The Director shall not discuss with any person or group, including the members of
the Board, confidential employee information OR DEPARTMENT INVESTIGATIONS not
already public.
C. The Director, the Board, and all persons who participate in REVIEW the Police
Department’s investigative and disciplinary processes are part of the City’s deliberative
process regarding investigative and disciplinary procedures for personnel. Furthermore,
all deliberations and recommendations learned by any of those persons or groups during
the exercise of their duties shall be protected from disclosure to the extent allowable by
law.
Sec. 20-10. Internal investigations.
A. The Department shall cooperate with the OAT in monitoring REVIEWING internal
investigations, or investigating, including being present to monitor or participate in
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OBSERVING interviews of witnesses and persons under internal investigation. The
Department and OAT shall establish departmental policies regarding that cooperation.
The policies shall ensure that the Department provides the OAT with reasonable notice
of and opportunity to OBSERVE attend interviews, AND the opportunity to make FUTURE
recommendations regarding investigations, and reasonable time frames to complete the
steps in the internal investigatory process.
B. For any investigation that it monitors, participates in, or conducts REVIEWS, the
OAT shall review the investigation to ensure that it is thorough and complete. If the OAT
cannot certify that a Department investigation is thorough and complete, the OAT may
recommend that the Department conduct additional investigation. The OAT must be
specific in outlining issues it has with the investigation.
C. If the Department does not complete the additional investigation to the satisfaction
of the OAT, the OAT may write a separate recommendation to the Police Chief and City
Manager.
Sec. 20-11. REPEALED. Role of the OAT in the disciplinary process
A. The Department shall cooperate with the OAT in monitoring the disciplinary process.
The Department shall establish departmental policies regarding that cooperation. The
policies shall ensure that the Department provide the OAT with reasonable notice and
opportunity to:
1. Receive notice and opportunity to comment prior to entering agreements,
whether written or oral, resulting in the closure of internal investigations or the
disciplinary process;
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2. Make recommendations regarding determinations as to whether Department
rules or policies have been violated;
3. Make recommendations regarding the appropriateness of disciplinary
sanctions, if any;
4. Furthermore, the policies shall provide for reasonable time frames to
complete the steps in the disciplinary process consistent with Arizona law.
Sec. 20-12. OAT access to records and other items.
A. The Department and all City employees shall fully cooperate with the OAT by
providing the OAT, within a reasonable amount of time, complete access to records,
information, documents, files, reports, evidence, databases, and all other items, whether
in paper, electronic, or other form, that the OAT requests in order to perform its duties
set forth in the provisions of this chapter, but not including documents subject to a claim
of privilege or confidential under applicable law.
B. If, in response to a request from the OAT, records and information cannot be
produced at all or produced within a reasonable amount of time, a written explanation,
sufficiently detailed for an understanding of why the records or documents cannot be
produced, shall be promptly provided. The OAT shall not be required to pay for copies
of the materials set forth in this section, including copies of documents previously
supplied by the departments; provided, that the OAT may not use those departments as
a printing service to make multiple copies of individual documents.
11 Ordinance G-
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C. The Department shall provide the OAT with an opportunity to participate in any
committee or working groups involving external stakeholders convened to draft or revise
policies or practices concerning matters within the OAT’s authority.
D. The Department shall provide the OAT with reasonable notice and an opportunity
to make recommendations before implementing an existing or adopting a new
substantive policy or practice concerning matters within the OAT’s authority. When a
policy or practice necessitates an immediate revision or implementation due to a
change in the law, the OAT will be notified as soon as practicable about the change.
E. If the OAT receives or is in possession of evidence or vital information pertaining
to a case under investigation, it must give or communicate that evidence or information
to the Department promptly. Evidence must be in the exact same condition that it was
received.
Sec. 20-13. Response to OAT recommendations.
A. The OAT shall make recommendations to the Department about matters within
the OAT’s authority. If requested by the OAT in writing, the Department shall respond in
writing within 30 days and shall specify:
1. Either agreement with recommendations or specific reasons for
disagreement with recommendations;
2. Plans for implementing solutions to issues identified; and
3. A timetable to complete such activities.
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B. Recommendations made by the OAT and any responses shall be open to
inspection except as otherwise not subject to disclosure under State, Federal, or local
law or regulation.
C. The City Manager may act as an arbiter between the OAT and Department.
SECTION 3. That Chapter 20, Article III, Sections 20-14, 20-15, 20-16, and
20-17 are added as follows:
ARTICLE III.
PHOENIX CIVILIAN REVIEW BOARD
SEC. 20-14. PHOENIX CIVILIAN REVIEW BOARD ESTABLISHED; SELECTION
PROCESS; TERMS.
A. THE PHOENIX CIVILIAN REVIEW BOARD (THE “BOARD”) IS ESTABLISHED
AND SHALL BE COMPRISED OF NINE VOTING MEMBERS.
1. ALL VOTING MEMBERS SHALL EITHER RESIDE OR WORK IN THE CITY
OF PHOENIX. MEMBERS MUST BE AT LEAST 21 YEARS OF AGE. NO CURRENT OR
FORMER SWORN LAW ENFORCEMENT OFFICER IS ELIGIBLE TO SERVE AS A
VOTING MEMBER OF THE BOARD.
2. PURSUANT TO PHOENIX CITY CODE SECTION 2-50, THE MAYOR SHALL
NOMINATE THE NINE VOTING MEMBERS, WITH AN AFFIRMATIVE VOTE OF TWO-
THIRDS OF THE MEMBERS OF THE CITY COUNCIL APPROVING MEMBERS FOR
THREE-YEAR UNCOMPENSATED TERMS IN STAGGERED SEQUENCE OF: THREE
MEMBERS FOR TWO YEARS, THREE MEMBERS FOR THREE YEARS, AND THREE
MEMBERS FOR FOUR YEARS IN THEIR INITIAL TERMS; ALL ELIGIBLE TO SERVE
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A THREE YEAR TERM THEREAFTER, WHICH WILL SERVE AS THEIR SECOND
TERM. MEMBERS TO SERVE NO MORE THAN TWO TERMS.
3. UPON THE EXPIRATION OF ANY VOTING MEMBER’S TERM, AN
APPOINTMENT WILL BE MADE TO THEIR POSITION BY THE MAYOR, FOR A TERM
OF THREE YEARS. EACH MEMBER MAY BE REAPPOINTED TO A THREE-YEAR
TERM BUT MAY SERVE NO MORE THAN TWO CONSECUTIVE TERMS ON THE
BOARD. IF A MEMBER IS UNABLE TO COMPLETE THEIR TERM FOR ANY REASON,
THE MAYOR SHALL NOMINATE A NEW MEMBER, WITH AN AFFIRMATIVE VOTE OF
TWO-THIRDS OF THE MEMBERS OF CITY COUNCIL APPROVING THE MEMBER,
TO COMPLETE THE TERM. SUCH NEW MEMBER SHALL THEN BE ELIGIBLE TO BE
REAPPOINTED FOR NO MORE THAN ONE ADDITIONAL FULL CONSECUTIVE
TERM, IF THE MEMBER HAS SERVED 18 MONTHS OR MORE OF THE ORIGINAL
TERM, AND NO MORE THAN TWO ADDITIONAL FULL CONSECUTIVE TERMS IF
THE MEMBER HAS SERVED LESS THAN 18 MONTHS OF THE ORIGINAL TERM.
SEC. 20-15. REVIEW BOARD OFFICERS, QUORUM, ATTENDANCE, AND
TRAINING.
A. THE BOARD SHALL MEET ONCE PER MONTH AT A VENUE WITHIN THE CITY
CHOSEN BY THE BOARD CHAIR. AT LEAST ONE BOARD MEETING PER
CALENDAR YEAR MAY BE HELD IN EACH CITY COUNCIL DISTRICT. A BOARD
AGENDA SHALL BE PUBLISHED ON THE OFFICE OF ACCOUNTABILITY AND
TRANSPARENCY (“OAT”) CITY OF PHOENIX WEBPAGE AT LEAST 24 HOURS
PRIOR TO EACH BOARD MEETING.
B. AT THE FIRST MEETING OF EACH CALENDAR YEAR, THE BOARD SHALL
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VOTE TO SELECT A VOTING MEMBER TO SERVE AS CHAIR OF THE BOARD FOR
THE REMAINDER OF THE CALENDAR YEAR.
C. FIVE VOTING MEMBERS OF THE BOARD SHALL CONSTITUTE A QUORUM
FOR THE PURPOSE OF CONDUCTING BUSINESS, AND FIVE VOTING MEMBERS
MUST VOTE IN FAVOR OF ANY ITEM REQUIRING ACTION.
D. ALL VOTING AND ADMINISTRATIVE MEMBERS OF THE BOARD MUST
ATTEND A MINIMUM OF 75 PERCENT OF THE MEETINGS ANNUALLY, FAILURE TO
ATTEND WILL RESULT IN AN AUTOMATIC DISMISSAL AT THE END OF THE
PERIOD. THE MAYOR SHALL NOMINATE A NEW MEMBER, WITH AN AFFIRMATIVE
VOTE OF TWO-THIRDS OF THE MEMBERS OF CITY COUNCIL APPROVING THE
MEMBER. ATTENDANCE IS ALSO GOVERNED BY SECTION 2-51 AND A BOARD
MEMBER MAY BE REMOVED FROM OFFICE WITH OR WITHOUT CAUSE PRIOR TO
THE EXPIRATION OF THE MEMBER’S TERM BY A MAJORITY VOTE OF THE
COUNCIL.
SEC. 20-16. REVIEW BOARD DUTIES.
A. THE OAT SHALL SET RULES FOR THE GOVERNANCE OF THE BOARD AND
SHALL ESTABLISH ITS PROCEDURES FOR REVIEWING COMPLAINTS AND FOR
ENSURING NOTIFICATION TO COMPLAINANTS OF THE STATUS AND
DISPOSITION OF THEIR COMPLAINTS.
B. EACH BOARD MEETING SHALL FOCUS SOLELY ON THE BOARD’S
REGULAR BUSINESS. SPECIAL TOPICS RELATED TO POLICING BUT NOT
PERTAINING TO THE BOARD’S REGULAR BUSINESS SHALL ONLY BE PLACED ON
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THE BOARD AGENDA BY DIRECTION OF THE CITY COUNCIL, THE CITY MANAGER,
OR DESIGNEE.
C. THE REGULAR BUSINESS OF THE BOARD SHALL CONCERN ONE OR MORE
OF THE FOLLOWING MATTERS:
1. DISCUSSION OF NEWLY RELEASED OAT MONITORING REPORTS.
2. VOTING ON OAT MONITORING REPORTS.
3. DISCUSSION OF BOARD/OAT POLICY RECOMMENDATIONS TO THE
PHOENIX POLICE DEPARTMENT.
4. PRESENTATIONS BY GUEST SPEAKERS INVITED BY THE BOARD AND
APPROVED BY THE OAT DIRECTOR AND POLICE CHIEF.
5. PUBLIC COMMENT.
6. CONCLUSION.
SEC. 20-17. OAT MONITORING REPORT REVIEW AND FINDINGS.
A. UPON THE COMPLETION OF AN OAT MONITORING REPORT, OAT SHALL
FORWARD THE REPORT TO THE BOARD. WHEN THE BOARD RECEIVES THE
OAT MONITORING REPORT, AND THE POLICE DEPARTMENT’S WRITTEN
RESPONSE IT WILL PROCEED WITH ITS REVIEW AND MAKE A FINDING.
B. AFTER REVIEW OF AN OAT MONITORING REPORT AND THE POLICE
DEPARTMENT’S RESPONSE, THE BOARD SHALL MAKE ONE OF THE FOLLOWING
FINDINGS:
1. ADOPT. THE BOARD ADOPTS OAT’S CONCLUSIONS REGARDING THE
THOROUGHNESS AND COMPLETENESS OF THE DEPARTMENT’S
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ADMINISTRATIVE INVESTIGATION FOR FUTURE ADMINISTRATIVE
INVESTIGATIONS AND ADOPTS OAT’S RECOMMENDATIONS FOR CONDUCTING
FUTURE INVESTIGATIONS;
2. ADOPT WITH REVISIONS. THE BOARD ADOPTS OAT’S CONCLUSIONS
REGARDING THE THOROUGHNESS AND COMPLETENESS OF THE
DEPARTMENT’S ADMINISTRATIVE INVESTIGATION AND MAKES ADDITIONAL
CHANGES OR REJECTS OAT’S RECOMMENDATIONS FOR FUTURE
ADMINISTRATIVE INVESTIGATIONS;
3. DECLINE. THE BOARD DECLINES TO ADOPT OAT’S CONCLUSIONS
REGARDING THE THOROUGHNESS AND COMPLETENESS OF THE
DEPARTMENT’S ADMINISTRATIVE INVESTIGATION AND DECLINES TO ADOPT
RECOMMENDATIONS FOR FUTURE ADMINISTRATIVE INVESTIGATIONS;
4. DECLINE WITH REVISIONS. THE BOARD DECLINES TO ADOPT OAT’S
CONCLUSIONS REGARDING THE THOROUGHNESS AND COMPLETENESS OF
THE DEPARTMENT’S ADMINISTRATIVE INVESTIGATION AND MAKES ADDITIONAL
CHANGES OR REVISIONS TO OAT’S RECOMMENDATIONS FOR FUTURE
INVESTIGATIONS;
5. ADDITIONAL INFORMATION REQUIRED. THE BOARD REQUIRES
ADDITIONAL INFORMATION TO REACH A FINAL DECISION.
C. AT EACH BOARD MEETING, THE OAT DIRECTOR OR A DESIGNEE SHALL
PRESENT A SUMMARY OF EACH MONITORING REPORT ON THE AGENDA,
INCLUDING OAT’S RECOMMENDATIONS REGARDING THE COMPLETENESS AND
THOROUGHNESS.
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D. BOARD DECISIONS SHALL BE BASED UPON A MAJORITY VOTE OF
MEMBERS PRESENT. NO VOTING DECISIONS SHALL BE TAKEN IN THE ABSENCE
OF A QUORUM.
E. ONCE THE BOARD HAS MADE ITS DECISION, OAT SHALL FORWARD A
COPY OF THE DECISION TO THE CITY MANAGER AND THE POLICE CHIEF.
SECTION 4. That Chapter 20, Article IV, Section 20-26 is amended as
follows:
Article IV.
Miscellaneous
Sec. 20-25. Definitions.
"City Manager" means the City of Phoenix City Manager or designee.
"Department" means the City of Phoenix Police Department and any Police Department
uniformed personnel.
"Director" means the head of the Office of Accountability and Transparency, or
designee.
"OAT" means the Office of Accountability and Transparency and its staff.
"Police Chief" means the Chief of the City of Phoenix Police Department, or designee.
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Sec. 20-26. Retaliation prohibited.
A. No person shall retaliate against, punish, intimidate, discourage, threaten or
penalize any other person for reporting misconduct, making a misconduct complaint,
conducting an investigation, complaining to officials, providing information, testimony or
documents in an investigation or cooperating with or assisting the OAT in the performance
of its powers and duties as set forth in this chapter.
B. Any employee who violates this provision shall be subject to appropriate
disciplinary action, up to and including termination from employment.
C. The remedies specified herein are cumulative and the City Manager, or the City
Attorney, may proceed under these or any other remedies authorized by law. In addition
to any other authorized remedies, a person who violates any provision of this section shall
be guilty of a misdemeanor. Each day of violation may be a separate offense.
D. The OAT shall develop specialized processes to intake and investigate REVIEW
complaints made by officers within the Department that prefer to remain anonymous. The
OAT shall recommend to the City Manager processes to protect potential whistleblowers
or informers.
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PASSED by the City Council of the City of Phoenix this ___ day of
____________, 2024.
______________________________
MAYOR
______________________________
Date
ATTEST:
_____________________________
Denise Archibald, City Clerk
APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney
By:
_____________________________
_____________________________
REVIEWED BY:
_____________________________
Jeffrey Barton, City Manager
20 Ordinance G-
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Item text
Cart Program Update
Request City Council approval for Neighborhood Services Department (NSD) to
amend the current contract with Arizona Cart Services (ACS) to include a $25 cart
retrieval fee for retailers with established cart retrieval contracts.
Summary
The NSD's Abandoned Shopping Cart Retrieval Program retrieves abandoned
shopping carts throughout the City of Phoenix. The program was designed to address
increasing resident concerns regarding hazards to pedestrians and motorists, and the
visual blight created by abandoned shopping carts in neighborhoods. The program
provides a timely response to community complaints regarding carts abandoned on
sidewalks, along rights-of-way and in alleys.
In 2007, the City Council authorized the City Manager to establish the program under a
cost recovery model. NSD contracted with a vendor to retrieve abandoned carts left
outside the premises or parking areas of retail establishments. The program collected
a $20 per cart fee billed to retailers that did not have their own cart retrieval contracts.
At that time, few retailers had contracted services in place to retrieve carts taken from
their business premises. In addition to providing cost recovery, the fee was recognized
as a tool to encourage retailers to implement measures to both prevent carts from
being removed and to retrieve them when they are removed. In 2012, City Council
approved NSD’s request to increase the cart retrieval fee from $20 to $25 to maintain
full cost recovery.
Over the next five years, program expenses increased while the number of billable
carts decreased. In 2017, City Council approved an increase of the $25 retrieval fee to
$50 to further encourage retailers to take action to reduce the number of abandoned
shopping carts and to increase cost recovery. In addition, NSD's vendor, Arizona Cart
Services (ACS), increased their fees to include costs to the City for retrieving carts for
retailers with their own retrieval contracts.
Since 2017, the number of abandoned shopping carts reported and retrieved
increased substantially, from 2,937 in 2017 to 8,604 in 2022. The majority of the
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increase, 5,142, were shopping carts belonging to retailers with their own contracts for
cart retrieval, increasing the City's contract costs by more than 127 percent, from
$21,488 to $48,875, yet providing no offset revenue to account for those costs. Due to
the increased program expenses and insufficient efficacy of retailer cart retrieval
services, NSD is requesting to amend the current contract with ACS to include a $25
cart retrieval fee for retailers with established cart retrieval contracts.
Concurrence/Previous Council Action
On March 20, 2024, the Economic Development and Housing Subcommittee
unanimously recommended City Council approval to amend the current contract with
ACS to include a cart retrieval fee for retailers with established cart retrieval contracts.
Since the Subcommittee recommendation, staff received additional requests to explore
requirements for restrictive devices on carts to prevent the removal of carts from the
appropriate retailer sites. NSD will work with the Law and other relevant departments
to develop possible recommendations related to this request for consideration in the
early fall.
Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Neighborhood
Services Department.
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Supportive Services Qualified Vendor List and Increase Authority (Ordinance S-
50884)
Request authorization for the City Manager, or his designee, to amend the Emergency
Shelter/Heat Related Respite Operator and Supportive Services Qualified Vendor List
(QVL) to add $1 million in federal HOME-ARP funding, and additional $9.5 million in
General Funds, Arizona Department of Housing and American Rescue Plan Act
funding for a new not to exceed aggregate amount $41,941,780. Further request
authorization for the City Controller to disburse funds for the life of the QVL.
Summary
The Office of Homeless Solutions (OHS) provides support and services for persons
experiencing homelessness and is committed to ending homelessness through a
comprehensive, regional approach to housing and services. With the dramatic rise of
unsheltered individuals experiencing homelessness during and after the COVID-19
pandemic, OHS is allocating additional resources to serve this population and focus on
housing and services for those most vulnerable. Qualified vendors from this
procurement are awarded a contract for specific projects when opportunities become
available. Contracts awarded include City-owned projects in need of temporary
emergency shelter/heat related respite operators and/or supportive services to
individuals or families experiencing homelessness.
Through use of the QVL, OHS will begin a contract with Community Bridges, Inc. (CBI)
and Mercy House Living Centers (Mercy House) to provide outreach, and navigation
services to assist permanent supportive housing placement for individuals
experiencing homelessness and referred through OHS, the Arizona Health Care Cost
Containment Systems statewide housing administrator, or Maricopa Regional
Coordinated Entry System. Through these contracts, the City will provide the
supportive services to assist individuals moving from unsheltered homelessness to
permanent housing.
Additionally, the QVL will be used to contract with St. Vincent de Paul and CBI for the
operations and support services at the City's 71st Avenue Navigation Center. St.
Vincent de Paul's contract will encompass the immediate employment program at the
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shelter, allowing all residents on the site the ability to become an employee of the
organization, obtain job training and income. CBI's contract will cover all of the site's
operational needs including 24/7 staffing, case management, security, food, supplies
and equipment needed to open the shelter. OHS has consulted with the District 7
Councilmember regarding the contracts for 71st Ave. Navigation Center; however,
because this item contains requests impacting Citywide services, staff is requesting
consent of the full Council under Section 2 of City Council ordinance S-50419, which
requires Council approval for certain uses of the QVL.
St. Vincent de Paul, CBI and Mercy House recognize the need for providing shelter,
outreach, navigation and housing based services to individuals experience
homelessness across the City of Phoenix and are committed to providing services
aligned with the City of Phoenix's Strategies to Address Homelessness Plan. Further,
all three vendors have experience providing support services to the community.
Term
The term of the QVL will remain unchanged, beginning Feb. 1, 2023, through June 30,
2028.
Financial Impact
The aggregate cost of the contracts will not exceed $41,941,780 over the life of the
QVL. Funding is available in the Human Services Department's operating budget and
via existing federal, state, and county grant funding.
Concurrence/Previous Council Action
· On Jan. 25, 2023, the City Council approved the QVL with Ordinance S-49352.
· On June 28, 2023, the City Council approved an additional $13.3 million with
Ordinance S-49924.
· On Dec. 13, 2023, the City Council approved an additional $6,752,847 with
Ordinance S-50419.
· On March 20, 2024, the City Council approved an additional $1,388,933 with
Ordinance S-50706.
Location
71st Avenue Navigation Center, 11 S. 71st Ave.
District: 7 and Citywide
Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Human Services
Department.
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S-50862)
Request to authorize the City Manager, or his designee, to enter into an Online
Subscription Service with Transparent Language, Inc. to provide online educational
services for the Phoenix Public Library (PPL). Further request to authorize the City
Controller to disburse all funds related to this item. The total value of the subscription
will not exceed $170,000.
Summary
This online subscription service will provide Phoenix Public Library patrons with access
to UniversalClass for Libraries, a web-based learning platform offering courses in over
30 subject areas. UniversalClass for Libraries offers more than 600 courses that are
designed and led by professional instructors. Courses include video instruction,
assignments, graded quizzes, and several courses offer continuing education units.
PPL’s current subscription expires June 20, 2024, the subscription cannot be renewed
via the current contract due to a change of vendor by UniversalClass for Libraries. The
subscription is offered by one vendor only. Transparent Language, Inc. is the new
vendor offering UniversalClass for Libraries. This item has been reviewed and
approved by the Information Technology Services Department.
Procurement Information
Per Administrative Regulation (A.R.) 3.10, the standard competition was waived as the
subscription is sole source. A.R. 3.10 section I(6)(A)(1): “the procurement of goods and
services without competition due to sole source, where there is only one known
capable supplier of goods or services due to the unique nature.”
Contract Term
The contract will begin on or about June 21, 2024, for a five-year term with no option to
extend.
Financial Impact
The total value will not exceed $170,000 for the five-year subscription term. Funding is
available in the Library Department's budget.
Page 443
Responsible Department
This item is submitted by Deputy City Manager Inger Erickson and the Library
Department.
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50849)
Request to authorize the City Manager, or his designee, to enter into a contract with
Information Outsource (Standard Printing Company) to provide mailing services for the
Neighborhood Services Department (NSD). Further request to authorize the City
Controller to disburse all funds related to this item. The total value of the contract will
not exceed $180,000.
Summary
The NSD must mail regular, certified, and restricted notices and citations to residents,
agents, and financial entities regarding violations to NSD enforced ordinances. Over
125,000 documents are mailed each year. NSD's mail restrictions and timelines are
critical due to language in Phoenix City Code Chapters 8, 10, 39, and 41. The ability to
ensure communication with the residents in a timely manner and obtain information
regarding forwarding addresses, the responses from USPS (white and green cards),
and delivery information, is critical to meet the deadlines and requirements of the
ordinances, including proof of service of citations in Court. Other important services
provided include printing and stuffing envelopes and providing electronic status
reports. This item has been reviewed, and a Business Investment Request Form
(BIRF) was approved, by the Information Technology Services Department.
Procurement Information
In accordance with Administrative Regulation 3.10, standard competition was waived
as a result of an approved Special Circumstance Without Competition Determination
Memo which stated that this vendor has already customized applications and
processes in order to provide the required services to NSD over the last five years.
Using an alternate vendor would subject the Department to significant additional
investment of both time and money to achieve equivalent services. The Determination
Memo was approved by the Finance Department on March 29.
Contract Term
The five-year contract term will begin on or about July 1, 2024.
Financial Impact
Page 445
The aggregate contract value will not exceed $180,000 with an estimated annual
expenditure of $36,000. Funds are available in the Neighborhood Services
Department’s budget.
Concurrence/Previous Council Action
5, 2019.
Responsible Department
This item is submitted by Deputy City Manager Gina Montes and the Neighborhood
Services Department.
Page 446
Report
Supporting documents
No supporting documents stored.
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Item text
Request for Award (Ordinance S-50846)
Request to authorize the City Manager, or his designee, to enter into contract with Etix
Inc. to provide ticketing services at the Phoenix Convention Center Department
(PCCD). Further request to authorize the City Treasurer to accept, and the City
Controller to disperse, all funds related to this item. The contract is estimated to result
in $2,444,000 in revenue to the City over the five-year aggregate term.
Summary
This contract will provide ticketing services for PCCD clients. The ticketing program is
a key component of overall operations, with approximately 125,000 tickets sold per
year. Services under the contract include providing expertise and the latest ticketing
technology in addition to ticket distribution, management of automated ticket
distribution services, software, installation of network computers and field devices,
training, data conversion, support and implementation. The Contractor will provide
ticketing services for events at the Orpheum Theatre, Phoenix Convention Center and
Symphony Hall.
This item has been reviewed and approved by the Information Technology Services
Department.
Procurement Information
A Revenue Contract Solicitation procurement was processed in accordance with City
of Phoenix Administrative Regulation 3.10.
Five vendors submitted responses, and the following was evaluated after deemed to
be responsive and responsible:
· Etix Inc.
The evaluation panel recommendations were reached by consensus in consideration
of published selection criteria with total points ranging from 0 - 1,000:
· Price Proposal/ Revenue Sharing (300 points)
· Proposed Plan for Ticketing Services (250 points)
· Internal Control (200 points)
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· Customer Service (150 points)
· Firm History and Experience (100 points)
The following Proposer is selected for award:
· Etix Inc. - Score 950
Public Outreach
This offering was advertised on the City of Phoenix website, the Arizona Business
Gazette and International Association of Venue Managers (IAVM) Registered Members
list.
Contract Term
The contract will begin on or about July 1, 2024, for a five-year term with no options to
extend.
Financial Impact
The Contractor will pay the City 60 percent of the ticketing service and ticket order fees
for Orpheum Theatre, Phoenix Convention Center and Symphony Hall over the five-
year aggregate term, resulting in approximately $2,444,002.80 in revenue to the City.
Location
Orpheum Theatre, Phoenix Convention Center and Symphony Hall
Council Districts: 7 and 8
Responsible Department
This item is submitted by Deputy City Manager John Chan and the Phoenix
Convention Center Department.
Page 448
Report
Supporting documents
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Item text
Award (Ordinance S-50847)
Request to authorize the City Manager, or his designee, to enter into a contract with
Ace Parking III, LLC. to provide parking management services for the Phoenix
Convention Center Department (PCCD). Further request to authorize the City
Controller to disburse all funds related to this item. The annual cost of the contract is
$3,000,000 with a total contract value not to exceed $15,000,000 for the initial term.
Summary
The PCCD is responsible for the management and operation of the City parking
program. This contract will provide parking management services for the PCCD.
Contractor shall manage and operate 12 city owned parking facilities including five
convention center garages, four downtown garages and three surface parking lots.
The scope of services shall include staffing for event, transient and monthly parking,
issuance of parking passes, enforcement, administrative oversight, revenue collection,
janitorial services, and minor facility maintenance. Contractor will manage the
aforementioned parking facilities in accordance with the policies and procedures
established by PCCD and in accordance with parking industry standards and best
practices.
Procurement Information
A Request for Proposal procurement was processed in accordance with City of
Phoenix Administrative Regulation 3.10.
Two vendors submitted proposals deemed responsive and responsible. An evaluation
committee of City staff evaluated those offers based on the following criteria with a
maximum possible point total of 1,000:
Method of Approach to the Scope of Work (0-300 points)
Company Resources (0-150 points)
Qualifications and Experience (0-300 points)
Cost of Services (0-250 points)
After reaching consensus, the evaluation committee recommends award to the
Page 449
following vendor:
Ace Parking III, LLC.: 1,000 points
Contract Term
The contract will begin on or about July 1, 2024, for a five-year term with one five-year
option to extend.
Financial Impact
The initial contract value will not exceed $15,000,000. The cost of the contract will be
offset by revenues generated from parking operations.
Funding is available in the Phoenix Convention Center, Public Works and Police
departments' operating budgets.
Location
Phoenix Convention Center and Downtown Facilities
Council Districts: 7 and 8
Responsible Department
This item is submitted by Deputy City Manager John Chan and the Phoenix
Convention Center, Public Works and Police departments.
Page 450
Report
Supporting documents
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Item text
(Ordinance S-50867)
Request to authorize the City Manager, or his designee, to apply for, and accept, if
awarded, up to $5,250,000 from Federal Fiscal Year (FFY) 2024 Department of
Homeland Security grant funds that include the Urban Area Security Initiative (UASI)
and the State Homeland Security Grant Program (SHSGP) through the Arizona
Department of Homeland Security. Further request authorization for the City Treasurer
to accept, and for the City Controller to disburse all funds related to this item.
Summary
The Department of Homeland Security distributes Homeland Security Grant funds to
enhance the ability of regional authorities to prepare, prevent, and respond to terrorist
attacks and other disasters.
The Police and Fire departments use UASI and SHSGP grant funds to purchase
equipment and vehicles, conduct training and exercises, perform assessments of
critical infrastructure sites, and implement target hardening measures to protect critical
infrastructure. Programs funded under the Homeland Security Grant Program include
the Terrorism Liaison Officer Program, Community Emergency Response Teams,
Rapid Response Task Force and the Metropolitan Medical Response System.
The Fire and Police departments have received Homeland Security Grant awards
since 2003. In 2023, the total grant award from both UASI and SHSGP totaled
$5,250,000; $4,250,000 from UASI, and $1,000,000 from SHSGP. The 2024 grant
awards are expected to be similar.
Contract Term
The grant period of performance begins Sept. 1, 2024, and ends Aug. 31, 2027.
Financial Impact
No matching funds are required. Grant funds will be reimbursed through the Arizona
Department of Homeland Security and managed through the Fire and Police
departments.
Page 451
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Fire and Police
departments.
Page 452
Report
Supporting documents
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Item text
Request authorization for the City Manager, or his designee, to enter into agreements
with Cottonwood Fire Department, Heber-Overgaard Fire District, and Silverbell Fire
Department for the Phoenix Fire Department Health Center to provide health services
to firefighters and police officers. These services include physical examinations,
immunizations, return to work evaluations, and exposure management. Further
request authorization for the City Treasurer to accept all funds related to this item.
Summary
The health services offered by the Phoenix Fire Department Health Center to sworn
firefighters and police officers are available in a single location, reducing the amount of
time public safety personnel are off-duty to seek multiple health services. In addition,
the provision of services to other jurisdictions will not negatively impact City of Phoenix
public safety personnel.
Contract Term
The term of the agreements shall commence upon execution and continue for a term
of five years.
Financial Impact
The jurisdictions utilizing these services will reimburse the City of Phoenix for all
services performed.
Location
The Phoenix Fire Department Health Center is located at 150 S. 12th St.
Council District: 8
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Fire Department.
Page 453
Report
Supporting documents
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Item text
Health Response Grant (Ordinance S-50863)
Request to authorize the City Manager, or his designee, to allow the Police
Department to retroactively apply for, accept, and enter into an agreement with the
Bureau of Justice Assistance Connect and Protect: Law Enforcement Behavioral
Health Response Grant. The grant amount is not to exceed $550,000.
Summary
The Bureau of Justice Assistance Connect and Protect: Law Enforcement Behavioral
Health Response Grant is specifically designed to support law enforcement and
behavioral health collaboration to improve public health and public safety responses
and outcomes for individuals with mental health disorders or co-occurring mental
health and substance use disorders. Funding will be used to develop new or enhance
an existing law enforcement-behavioral health response to people with mental health
disorders or co-occurring mental health and substance use disorders who come into
contact with law enforcement.
This proposed project would be a partnership between Police, 911
Telecommunications, Office of Homeless Solutions, the Fire Department Community
Assistance Program (CAP), MercyCare, and La Frontera EMPACT. It would entail
developing a process to better identify candidates in need of outreach and follow-up, a
screening process to ensure safety of civilian outreach personnel, an improved
process for making the referral, a method for tracking referrals, training staff on any
process changes, tracking outcomes in a way that is accessible across departments,
and a system of reporting results. The first year of this grant is reserved for planning
and training. The Police Department will work with MercyCare, CAP, and EMPACT to
provide outreach and follow up services.
The grant application was due on May 6, 2024. If authorization is not approved, the
Police Department will rescind application.
Contract Term
The project period is for three years and will begin on Oct. 1, 2024.
Page 454
Financial Impact
For the first and second years, a 20 percent match is required and for third year, a 40
percent match is required. Personnel cost would be used for the required match for
each year, as this program currently uses staff time to run. This is currently available in
the Police Department's budget.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays, Deputy City Manager Gina
Montes, the Fire and Police departments, and the Office of Homeless Solutions.
Page 455
Report
Supporting documents
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Item text
S-50868)
Request to authorize the City Manager, or his designee to allow additional
expenditures under Contract 149174 with JSI Telecom Inc. for the purchase of
equipment, software and services for wire investigations and surveillance system for
the Police Department. Further request to authorize the City Controller to disburse all
funds related to this item. The additional expenditures will not exceed $1,837,506.
Summary
This contract provides support and maintenance plan for the equipment, software and
services for wire investigations and surveillance systems for the Police Department's
Drug Enforcement Bureau to conduct joint complex investigations with the United
States Drug Enforcement Administration and other federal, state, and local agencies.
The system will provide the ability to continue providing geo-locate cellular phones,
investigate various crimes, and locate endangered citizens. The support and
maintenance agreement includes warranties on all software, hardware, 24-hour
technical support, engineering support, and upgrades.
The use of this system requires a department or agency to present evidence to a judge
or magistrate and a search warrant to be issued. The request must include the criminal
offense under investigation, the type of intercept device, the physical location of the
device and the duration of intercept.
This item has been reviewed and approved by the Information Technology Services
Department.
Contract Term
The contract term remains unchanged, ending on Dec. 12, 2028.
Financial Impact
Upon approval of $1,837,506 in additional funds, the revised aggregate value of the
contract will not exceed $2,880,077. Funds are available in the Police Department’s
budget.
Page 456
The City Council previously reviewed this request:
· JSI Telecom Intercept Wire Tap and Surveillance System Contract 4701006344
(Ordinance S-45216) on Dec. 5, 2018;
· JSI Telecom Intercept Wire Tap and Surveillance System Contract 4701006344
(Ordinance S-49206) on Dec. 7, 2022;
· JSI Telecom Intercept Wire Tap and Surveillance System Contract 4701006344
(Ordinance S-50619) on March 6, 2024.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Police Department.
Page 457
Report
Supporting documents
No supporting documents stored.
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Item text
Request to authorize the City Manager, or his designee, to allow the Police
Department to apply for, accept, and enter into an agreement for state grant funds
through the Arizona Criminal Justice Commission's Fiscal Year (FY) 2025 Full-Service
Forensic Crime Laboratory grant program. Funding provided under this grant will not
exceed $540,000. Further request authorization for the City Treasurer to accept, and
the City Controller to disburse, all funds related to this item.
Summary
The Police Department's Laboratory Services Bureau has applied for and been
awarded funds through this grant program for several years. The purpose of this grant
is to improve the efficiency and effectiveness of the State's various full-service crime
laboratories. If awarded, grant funding will be used to pay for overtime, related fringe
benefits, travel expenses, training costs, supplies and equipment.
Contract Term
The term of the contract will be for one year beginning July 1, 2024 through June 30,
2025.
Financial Impact
No matching funds are required.
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Police Department.
Page 458
Report
Supporting documents
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Item text
Technological Investigative Capacity Grant (Ordinance S-50878)
Request to authorize the City Manager, or his designee, to allow the Police
Department to apply for, accept, and enter into an agreement with the Office of
Juvenile Justice and Delinquency Prevention for the Strengthening Internet Crimes
Against Children Technological Investigative Capacity grant. Further request
authorization for the City Treasurer to accept, and for the City Controller to disburse all
funds related to this item. The grant amount is not to exceed $625,000.
Summary
The Police Department commands the Arizona Internet Crimes Against Children
(ICAC) Task Force and has received funding through this source annually for the past
several years. The goal of the task force is to improve effectiveness to prevent,
interdict, investigate and prosecute internet crimes against children and child
exploitation. The Arizona ICAC Task Force is partnered with 56 law enforcement
agencies statewide. Since 2006, the Arizona ICAC Task Force has conducted more
than 45,000 investigations resulting in the arrest of hundreds of offenders and provided
preventative training presentations to children, parents, and community groups to
educate them on how to protect children from internet crimes.
If awarded, grant funds will be used to support the enhancement and/or refinement of
investigative tools, methods, and technologies that address child sexual abuse
material and online child sexual exploitation.
The grant application is due on May 28, 2024. If approved, the Police Department will
move forward with submitting their application.
Contract Term
The project period is for two years and will begin on Oct. 1, 2024.
Financial Impact
No matching funds are required.
Page 459
Responsible Department
This item is submitted by Assistant City Manager Lori Bays and the Police Department.
Page 460
Report
Supporting documents
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Item text
50854)
Request to authorize the City Manager, or his designee, to enter into two contracts
with Kind Electric, LLC and Commercial Comm and Electric, Inc. to provide electrical
services for the Aviation (AVN), Phoenix Convention Center (PCC), Water Services
(WSD), and Parks and Recreation (PKS) departments in a combined amount up to
$7,612,500. Further request to authorize the City Controller to disburse all funds
related to this item.
Summary
These electrical contracts will provide labor, materials, supplies and equipment
necessary to AVN (Group 1), PCC and WSD (Group 2), and PKS (Group 3)
departments on an as-needed basis. These contracts will supplement staffing on a
wide variety of projects, including but not limited to: general electrical and preventative
maintenance services, electrical wire replacement, LED lighting, electrical safety-
related issues, and emergency and urgent projects at Phoenix Sky Harbor
International Airport and its surrounding properties, Phoenix Deer Valley Airport,
Phoenix Goodyear Airport, Water Services Department facilities and treatment plants,
Phoenix Convention Center and venues, and Parks facilities throughout the City.
Procurement Information
An Invitation for Bid was processed in accordance with City of Phoenix Administrative
Regulation 3.10. Nine offers were received for each of the three Groups respectively,
and all offers received were deemed responsive and responsible. Following an
evaluation based on price, the Procurement Officer recommends award to the
following offerors:
Group 1 - Aviation Department
· Kind Electric: $403,000
· Commercial Comm and Electric: $448,000
Group 2 - Phoenix Convention Center and Water Services departments
· Kind Electric: $106,250
Page 461
· Commercial Comm and Electric: $116,600
Group 3 - Parks and Recreation Department
· Kind Electric: $161,900
· Commercial Comm and Electric: $176,100
Contract Term
The contracts will begin on or about June 1, 2024, for a total five-year term with no
options to extend.
Financial Impact
The total combined contracts' value is expected to be up to $7,612,500 for the total
five-year contract term.
Funding is available in the Aviation, Phoenix Convention Center, Water Services and
Parks and Recreation departments' budgets.
Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua, Ginger Spencer and
John Chan, and the Aviation, Phoenix Convention Center, Water Services, and Parks
and Recreation departments.
Page 462
Report
Supporting documents
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Item text
International Airport (Ordinance S-50865)
Request to authorize the City Manager, or his designee, to enter into a Facility License
Agreement with Compass Group USA, Inc. (Compass Group) for approximately 128
square feet of exclusive space in Terminal 4 at Phoenix Sky Harbor International
Airport.
Summary
Compass Group operates under Commercial Use Permit No. 511-21 to provide food
and beverage, passenger handling, and janitorial services to American Airlines.
Compass Group intends to use approximately 128 square feet of terminal space as an
office in support of its Commercial Use Permit.
Contract Term
The term of the Facility License Agreement is month-to-month.
Financial Impact
Compass Group shall pay the terminal rental rate of $169.32 per square foot per year
for the space in Terminal 4, estimated monthly revenue of $1,806.08. The terminal
rental rate will be adjusted in accordance with the Rates and Charges provisions of
Article IX of Chapter 4 of the Phoenix City Code.
Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.
Page 463
Report
Supporting documents
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Item text
Airport (Ordinance S-50866)
Request to authorize the City Manager, or his designee, to enter into a Facility License
Agreement with AGI Ground, Inc. for approximately 638 square feet of exclusive space
in Terminal 3 at Phoenix Sky Harbor International Airport.
Summary
AGI Ground, Inc. operates under Commercial Use Permit No. 357-04 to provide
aircraft interior cleaning, lavatory, ramp, boarding gate, ground handling, passenger
handling, and security services to Air Canada, Sun Country, and WestJet Airlines. AGI
Ground Inc. intends to use the approximately 638 square feet of terminal space in
support of its Commercial Use Permit.
Contract Term
The term of the Facility License Agreement is month-to-month.
Financial Impact
AGI Ground Inc. shall pay the terminal rate of $169.32 per square foot per year for the
space in Terminal 3, estimated monthly revenue to the City of $9,002.18. The terminal
rental rate will be adjusted in accordance with the Rates and Charges provisions of
Article IX of Chapter 4 of the Phoenix City Code.
Location
Phoenix Sky Harbor International Airport, 2485 E. Buckeye Road
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Aviation
Department.
Page 464
Report
Supporting documents
No supporting documents stored.
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Item text
16th Street South of Camelback Road (Ordinance S-50858)
Request to authorize the City Manager, or his designee, to acquire real property and
related property interests required by donation, purchase within the City's appraised
value, or by the power of eminent domain for bus stop enhancements along the west
side of 16th Street, south of Camelback Road. Additionally, request to authorize the
City Controller to disburse all funds related to this item.
Summary
Acquisition of real property is required for enhancements at the existing bus stop along
the west side of 16th Street, south of Camelback Road. Enhancements include the
addition of a trash receptacle and the installation of a shelter to provide heat relief to
passengers.
The parcel affected by this acquisition and included in this request is located at the
southwest corner of 16th Street and Camelback Road, identified by Maricopa County
Assessor parcel number 155-01-019A.
Financial Impact
Funding is available in the Public Transit Department's Capital Improvement Program
budget.
Location
Along the west side of 16th Street, south of Camelback Road.
Council District: 4
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Transit
and Finance departments.
Page 465
Report
Supporting documents
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Item text
(Ordinance S-50872)
Request to authorize the City Manager, or his designee, to execute amendments to
Agreement 147281 with the Gila River Indian Community; Agreement 150473 with the
City of Glendale; and Agreement 150638 with the Regional Public Transportation
Authority for the purchase of Phoenix's fixed route bus services by these agencies,
and to receive funding for Phoenix's Dial-a-Ride services with regional transportation
funds managed by Regional Public Transportation Authority for Fiscal Year (FY) 2024-
25. Further request to authorize the City Treasurer to accept all funds related to these
amendments.
Summary
Phoenix's Public Transit Department has existing agreements with these agencies for
the provision of Phoenix-operated fixed route bus services on the following routes:
· Gila River Indian Community (GRIC) - Route 51;
· City of Glendale - Routes 51, 59, 60, 67, 80, 83, 90 and 186; and
· Regional Public Transportation Authority (RPTA) - Routes 3, 17, 29, 41, 50, 59, 67,
70, 80, 83, 106, 138, 154 and 170.
These amendments establish the FY 2024-25 cost estimates for the fixed-route bus
services provided to these agencies by Phoenix, plus Phoenix’s Dial-a-Ride services
funded by regional funds.
Financial Impact
There is no cost to Phoenix, as each agency will pay Phoenix for these services.
Below are the projected costs for each agency in FY 2024-25:
GRIC
Gross Cost of Service: $1,349,386
Estimated Farebox Revenue: $41,729
Net GRIC Cost (Revenue to Phoenix): $1,307,657
Page 466
City of Glendale
Gross Cost of Service: $5,657,248
Estimated Farebox Revenue: $368,561
Net Glendale Cost (Revenue to Phoenix): $5,288,687
RPTA
Gross Cost of Fixed Route Bus Service: $44,959,246
Estimated Farebox Revenue: $3,926,907
Net Fixed Route Bus Service Cost: $41,032,339
Net Dial-a-Ride Cost (Revenue to Phoenix): $21,402,433
Net Combined RPTA Cost (Revenue to Phoenix): $62,434,772
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Transit
Department.
Page 467
Report
Supporting documents
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Item text
Purchase of Fixed Route Bus Transit Service for Fiscal Year 2024-25 (Ordinance
S-50873)
Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 143071 with the Regional Public Transportation Authority (RPTA) for the
purchase of bus transit services operated by RPTA within Phoenix for Fiscal Year (FY)
2024-25. Further request to authorize the City Controller to disburse all funds related
to this item. The funding for FY 2024-25 will not exceed $12,759,714.
Summary
Transit services are customarily purchased and sold between regional transit agencies
where adding service or continuing an existing bus route is most economical. Each FY,
the City determines the level of service to be operated within its boundaries and
executes an amendment to its Service Agreement with RPTA to authorize funding for
that year's service.
In FY 2024-25, the RPTA will provide the following fixed route bus service within
Phoenix: Routes 30 (University Drive); 45 (Broadway Road); 56 (Priest Drive); 61
(Southern Avenue); 77 (Baseline Road); 108 (Elliot Road/48th Street); 140 (Ray
Road); and 156 (Chandler Boulevard). The City also sells service to RPTA on various
routes.
At the end of each fiscal year, the City and RPTA assess the actual miles operated,
gross costs incurred, federal funds credited (for preventative maintenance), and
advertising and fare revenues collected. The City and RPTA then reconcile the
difference between the original estimates and actual costs.
Financial Impact
The estimated number of annual fixed-route miles for FY 2024-25 is 1,364,580 miles at
a cost of $14,509,447. The total estimated fare box revenue is $650,916, the total
estimated preventive maintenance credit is $992,794, and the estimated advertising
revenue is $106,023. The total estimated net cost for RPTA's billing is $12,759,714.
Funding is available in the Public Transit Department’s operating budget.
Page 468
Concurrence/Previous Council Action
The City Council approved the RPTA Service Agreement 143071 (Ordinance S-42474)
on April 20, 2016.
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Transit
Department.
Page 469
Report
Supporting documents
No supporting documents stored.
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Item text
Low or No Emission Grant Program and Grants for Buses and Bus Facilities
Competitive Program Grant Opportunity for Federal Fiscal Year 2023-24 - Federal
Bipartisan Infrastructure Law Funding (Ordinance S-50874)
Request to retroactively authorize the City Manager, or his designee, to apply for,
accept and, if awarded, enter into agreement(s) for Federal funding from the Federal
Transit Administration (FTA) through the Federal Fiscal Year (FFY) 2023-24 Low or No
Emission Grant Program and Grants for Buses and Bus Facilities Program grant
opportunity and enter into an agreement(s) with agencies receiving a pass-through
share of the awarded grant funds. Further request to authorize the City Treasurer to
accept, and the City Controller to disburse, all funds related to this item. Funding for
this grant opportunity is available through the Federal Bipartisan Infrastructure Law.
The total grant funds applied for will not exceed $73,584,276.
Summary
On Feb. 8, 2024, the FTA issued a combined Notice of Funding Opportunities for more
than $1 billion in competitive grant funds for the Low or No Emission Grant Program
and the Grants for Buses and Bus Facilities Competitive Program to support the
transition of the nation’s transit fleet to the lowest polluting and most energy efficient
transit vehicles.
The City of Phoenix and Valley Metro have partnered to apply for funding through
these programs. Phoenix would use grant funds to further the Council-approved Zero
Emission Fleet Transition Plan to replace, rehabilitate, purchase, or lease zero-
emission and low-emission buses and related equipment. The funds would also be
used to rehabilitate, purchase, construct, or lease bus-related facilities and
infrastructure to support the new vehicles and fuel types. Further, additional funding for
workforce development initiatives is included in the application. These federal
programs support the City’s and Valley Metro’s initiatives to build modern infrastructure
and an equitable, clean-energy future for the region’s transit system.
The grant submission is a scalable request to allow the FTA an opportunity to award
funding based on total funding availability.
Page 470
Financial Impact
The maximum Federal participation rate is between 85 and 90 percent, with a
minimum local match between 10 and 15 percent of the total eligible project cost,
depending on scope as defined by FTA. If awarded, the Federal and local matches are
detailed below, based upon full award and two scalable options.
Full Request
The estimated total cost for the project is $84,109,952. If awarded, the Federal match
would not exceed $73,584,276 (87 percent) and the local match would be
approximately $10,525,676 (13 percent).
· Phoenix Portion: Approximately $47,797,178 Federal and $6,374,399 Local.
· Valley Metro Portion: Approximately $25,787,098 Federal and $4,151,277 Local.
Scalable Option A
The estimated total cost for the project is $67,793,957. If awarded, the Federal match
would not exceed $59,376,201 (88 percent) and the local match would be
approximately $8,417,756 (12 percent).
· Phoenix Portion: Approximately $45,298,297 Federal and $5,933,420 Local.
· Valley Metro Portion: Approximately $14,077,904 Federal and $2,484,336 Local.
Scalable Option B
The estimated total cost for the project is $39,478,154. If awarded, the Federal match
would not exceed $34,084,314 (86 percent) and the local match would be
approximately $5,393,840 (14 percent).
· Phoenix Portion: Approximately $20,006,410 Federal and $2,909,504 Local.
· Valley Metro Portion: Approximately $14,077,904 Federal and $2,484,336 Local.
Funding for the Phoenix portion of the local match is available in the Public Transit
Department’s budget. There are no Phoenix funds in the Valley Metro portion of the
pass-through funding. Potential grant funding received is available through the Federal
Bipartisan Infrastructure Law, from the FTA through the FFY 2023-24 Low or No
Emission Grant Program and Grants for Buses and Bus Facilities Program grant
opportunity.
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Transit
Department.
Page 471
Report
Supporting documents
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Item text
Congestion Relief Program Grant Opportunity for Federal Fiscal Years 2021-22
through 2023-24 - Federal Bipartisan Infrastructure Law Funding (Ordinance S-
50875)
Request to retroactively authorize the City Manager, or his designee, to apply for,
accept and, if awarded, enter into agreements for Federal funding from the Federal
Highway Administration (FHWA) through the Federal Fiscal Years (FFYs) 2021-22
through 2023-24 Congestion Relief Program grant opportunity and enter into an
agreement with Via Transportation, Inc. to provide services detailed in the grant
application. Further request to authorize the City Treasurer to accept, and the City
Controller to disburse, all funds related to this item. Funding for this grant opportunity
is available through the Federal Bipartisan Infrastructure Law. The total grant funds
applied for will not exceed $12,944,400.
Summary
On Feb. 21, 2024, FHWA issued a Notice of Funding Availability for projects to reduce
highway congestion, reduce economic and environmental costs associated with that
congestion, including transportation emissions, and optimize existing highway capacity
and usage of highway and transit systems. This federal program funds operational
improvement projects that increase the effectiveness of existing transportation system
capacity, improve and integrate travel modes, and give travelers sufficient motivation to
use those modes.
The FFYs 2021-22 through 2023-24 Congestion Relief Program grant submittal
deadline was April 22, 2024.
This request is for the Public Transit Department to partner with mobility service
provider, Via Transportation, Inc., on a grant application to pilot Project EASE
(Effective Access Solutions for Easing Congestion). This is a three-pronged congestion
mitigation initiative designed to provide greater options for passengers to utilize public
transit. Project EASE includes implementing three microtransit service zones within the
City over a three-year period to increase coverage of the public transit system; provide
commuter bus improvements that complement the new microtransit zones; and
integrate new and existing microtransit services into the region’s transit software
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application for trip planning, real-time tracking, and fare payment. These initiatives are
intended to provide greater access to public transit by facilitating an easy passenger
experience, thereby reducing roadway congestion.
The grant submission includes a scalable request to allow FHWA an opportunity to
partially award based on funding availability.
Procurement Information
In accordance with City of Phoenix Administrative Regulation 3.10, standard
competition for the partnership with Via Transportation, Inc. was waived as a result of
an approved determination memo, based on special circumstances without
competition due to time restrictions. The FHWA’s Notice of Funding Availability for this
grant opportunity was issued Feb. 22, 2024, and applications were due April 22, 2024,
allowing no time to conduct a competitive procurement.
Contract Term
The contract with Via Transportation, Inc. for this pilot project will align to the awarded
grant funding for microtransit services in an amount not to exceed $9,670,000, with a
term not to exceed five years from grant award.
Financial Impact
The estimated total cost for the project is $16,180,500. The maximum Federal
participation rate is 80 percent, with a minimum local match of 20 percent of the total
eligible project cost. If awarded, the Federal match would not exceed $12,944,400 (80
percent) and the City’s costs would be approximately $3,236,100 (20 percent) for the
local match. The grant application includes a second option for a scaled back project
with a total cost of $13,450,500. If awarded the scaled back project, the Federal match
would not exceed $10,760,400 (80 percent) and the City’s costs would be
approximately $2,690,100 (20 percent) for the local match.
Funding for the local match is available in the Public Transit Department’s budget.
Potential grant funding received is available through the Federal Bipartisan
Infrastructure Law, from the FHWA through the FFYs 2021-22 through 2023-24
Congestion Relief Program grant opportunity.
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Transit
Department.
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Report
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Item text
Process Recyclable Materials (Ordinance S-50851)
Request to authorize the City Manager, or his designee, to enter into an
Intergovernmental Agreement (IGA) with the Gila River Indian Community to accept
and process recyclable materials collected in the Gila River Indian Community and
delivered to the City of Phoenix Material Recovery Facilities (MRF). Additionally,
request the City Council to grant an exception pursuant to Phoenix City Code section
42-20(B) to authorize inclusion of mutual indemnification language that otherwise
would be prohibited by Phoenix City Code section 42-18(A) and (B). Further request to
authorize the City Treasurer to accept, and for the City Controller to disburse, all funds
related to this item.
Summary
The Gila River Indian Community has requested to enter into an Intergovernmental
Agreement with the City of Phoenix to accept and process its recyclable material. The
conditions, resulting in lower commodity prices and increased processing costs from
contamination in the recyclables. This IGA will authorize the City of Phoenix to charge
a processing fee to the Gila River Indian Community for recycling tonnage processed
at the MRF, which is designed to ensure all costs associated with processing
recyclables are recovered by the fee. The terms of this IGA include:
· In a market with low recycling commodity prices, the City of Phoenix will charge a
processing fee to the Gila River Indian Community, and no revenue share to Gila
River Indian Community will be available.
· In a market with high recycling commodity prices, the Gila River Indian Community
will pay a processing fee and receive 50 percent of the net revenue share and the
Annually, the Gila River Indian Community will deliver up to 500 tons of recyclable
materials to the MRF.
Contract Term
The one-year term of this IGA will begin on or about July 1, 2024 and conclude on or
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about June 30, 2025. Provisions of the IGA include four, one-year options to extend
the agreement.
Financial Impact
The Gila River Indian Community will pay Phoenix to accept recyclables to cover all
expenses associated with proper handling of the materials. If recycle market prices
increase during the term of the agreement Phoenix and Gila River Indian Community
will share the additional revenue at a 50/50 split. Funds for the revenue share
payments to the Gila River Indian Community are available in the Public Works
Department's budget.
Location
North Gateway Material Recovery Facility, 30205 N. Black Canyon Hwy.
27th Avenue Material Recovery Facility, 3060 S. 27th Ave.
Council Districts: 2 and 7
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Works
Department.
Page 475
Report
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Item text
(Ordinance S-50855)
Request to authorize the City Manager, or his designee, to enter into contracts with
Pueblo Mechanical & Controls, LLC and Mesa Energy Systems, Inc. dba Emcor
Services Arizona to provide chiller maintenance and repair services. Further request
authorization for the City Controller to disburse all funds related to this item. The total
aggregate amount of contracts will not exceed $3,540,835.
Summary
The purpose of the contracts is to provide chiller maintenance and repair services for
the Public Works, Water Services, and the Phoenix Convention Center departments.
The work includes but is not limited to: conducting a full service annual
inspection/maintenance program for the centrifugal, rotary screw, and absorption
machines to ensure equipment and systems are operating at peak efficiency and
optimal energy efficiency per the equipment manufacturer’s maintenance requirements
for the systems, and repairs when required.
Procurement Information
Invitation for Bid 24-FMD-038 was conducted in accordance with Administrative
Regulation 3.10. The Public Works Department, Procurement Section, received four
bids, that were evaluated based on price and responsiveness to all specifications and
responsibility to provide the required services. The bids submitted by Pueblo
Mechanical & Controls, LLC and Mesa Energy Systems, Inc. dba Emcor Services
Arizona were deemed fair and reasonable.
Selected Bidders:
· Pueblo Mechanical & Controls, LLC
· Mesa Energy Systems, Inc. dba Emcor Services Arizona
Other Bidders:
· Trane US, Inc.
· Sun Mechanical Contracting, Inc.
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Contract Term
The initial two-year contract term shall begin on or about May 15, 2024, with three
options to extend in increments of up to one year, for a total contract term of five years.
Financial Impact
The contracts will have a combined estimated annual expenditure of $708,167, with a
total aggregate amount of $3,540,835 over the life of the contracts. Funds are
available in the Public Works, Water Services, and Phoenix Convention Center
departments' Operating budgets.
Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua, Ginger Spencer and
John Chan, and the Public Works, Water Services and Phoenix Convention Center
departments.
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Report
Supporting documents
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Item text
Contract Recommendation (Ordinance S-50857)
Request to authorize the City Manager, or his designee, to enter into contracts with
Courtesy Chevrolet LLC, One Nation Distribution LLC, Rush Truck Centers of Arizona,
Inc. dba Rush Truck Centers, San Tan Auto Partners, LLC, Don Sanderson Ford, Inc.,
Sands Motor Company Inc., Arizona Truck Center, LLC., and Freightliner of Arizona,
LLC. for the purchase of medium and heavy duty cab and chassis vehicles. Further
request to authorize the City Controller to disburse all funds related to this item. The
total value of the contracts will not exceed $200,000,000.
Summary
The Public Works Department is responsible for the purchase of vehicles for City
departments. Every year, the Public Works Department prepares a list of City
equipment due for replacement based on age or mileage, or a combination there of.
This contract will allow Public Works to purchase vehicles that are slated for
replacement and add new vehicles to the fleet. The vehicles that will be purchased are
the cab and chassis with a truck body to fit the needs of department operations. The
vehicles that will be purchased include but are not limited to: street sweepers, service
body trucks, vacuum system vehicles, dump body vehicles, and other vehicles. These
vehicles will be used by various City departments such as Aviation, Parks and
Recreation, Public Works, Street Transportation, Water Services, and other
departments.
Procurement Information
Invitation for Bid (IFB) 24-FSD-034 was conducted in accordance with Administrative
Regulation 3.10. The Public Works Department received five bids, with all five being
recommended for award based on base model pricing of vehicles. Due to the
extensive lists provided by the bidders for possible vehicle purchases, the following
vendors are divided by manufacturer.
Chevrolet:
· Courtesy Chevrolet LLC
· One Nation Distribution LLC
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· Rush Truck Centers of Arizona, Inc.
· San Tan Auto Partners, LLC
Ford:
· Don Sanderson Ford, Inc.
· Sands Motor Company Inc.
· Arizona Truck Center, LLC
· Freightliner of Arizona, LLC
Contract Term
This contract will begin on or about June 1, 2024, with a three-year initial term and two
one-year options to extend, for a total contract term of five years.
Financial Impact
These contracts will have an estimated annual expenditure of $40,000,000 with a total
value not to exceed $200,000,000.
Funds are available in various departments' budgets.
Responsible Department
This item is submitted by City Manager Mario Paniagua and the Public Works
Department.
Page 479
Report
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Item text
S-50860)
Request to authorize the City Manager, or his designee, to execute an amendment to
Contract 150870 with Comfort Systems USA Southwest, Inc. to provide additional
funding for Evaporative Cooler Maintenance and Repair Services. Further request to
authorize the City Controller to disburse all funds related to this item. The additional
expenditures included in the amendment will not exceed $188,000.
Summary
The contractor is responsible for performing preventative maintenance, cleaning,
providing replacement parts, routine and emergency repair of evaporative cooler units,
and for all controls associated with the cooler operation.
Additional pay authority is requested due to higher than normal expenditures related to
equipment breakdowns caused by sustained high temperatures in 2023.
Contract Term
The contract expiration date is Sept. 30, 2024 and has no option years remaining.
Financial Impact
The initial authorization for the contract was for an amount not to exceed $1,375,000.
The additional funds approved by previous City Council action increased the not-to-
exceed amount to $1,635,000. This amendment will increase the authorization for the
contract by an additional $188,000, for a new amount not-to-exceed $1,823,000.
Funding for this amendment is available in the Public Works Department operating
budget.
Concurrence/Previous Council Action
The City Council previously approved Evaporative Cooler Maintenance and Repair
Services Contract 150870 (Ordinance S-45926) on Oct. 1, 2019. The City Council
approved additional funding for (Ordinance S-49868) on June 14, 2023.
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Works
Department.
Page 480
Report
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Item text
S-50876)
Request to amend Ordinance S-50499 to authorize the City Manager, or his designee,
to enter into grant fund agreements with the Water Infrastructure Finance Authority of
Arizona that include an exception to the indemnity and assumption of liability provision
found in Phoenix City Code 42-18.
Summary
The City Council approved a request to retroactively apply for grant funding and, if
awarded, enter into grant agreements with the Water Infrastructure Finance Authority
(WIFA) on Jan. 24, 2024, by adopting Ordinance S-50499. Since adoption of that
ordinance, the City of Phoenix Public Works Department was awarded the grant for
the Cooling Tower Water Savings Project which involves installing upgrades to include
a combination of MIOX and water softeners at seven locations to improve the
operational efficiency of 17 cooling towers. WIFA has released the draft agreements
for the grant and has included indemnification and assumption of liability language that
requires an exception from Council to the indemnity and assumption of liability of
provision in Phoenix Code 42-18.
WIFA approved the application submittal and will be providing funding towards the
Cooling Tower Water Savings Project if the agreement is approved and executed.
Financial Impact
The total cost of the project remains approximately $3,745,300. The WIFA award is
$2,935,000 with the cost-share portion for the City of Phoenix Public Works not to
exceed $810,300.
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Works
Department.
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Report
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Item text
(Resolution 22201)
Request the Phoenix City Council to adopt a resolution to exempt certain City vehicles
from displaying the wording "For Official Use Only" as referenced under Arizona
Revised Statues (A.R.S.) sections 38-538, 38-538.01 and 38-358.03, for the period of
July 1, 2024, through June 30, 2025.
Summary
This resolution exempts certain vehicles owned or leased by the City of Phoenix,
including vehicles in the Police, Fire, Human Services, and Aviation departments.
A.R.S. section 38-538.03 stipulates that the governing body may grant such an
exemption for a period of time not to exceed one year. These vehicles are used to
conduct social service programs, investigations, or other confidential activities. The
confidential list required by statute is available to City Council members upon request.
Responsible Department
This item is submitted by Deputy City Manager Mario Paniagua and the Public Works
Department.
Page 482
Report
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Item text
Request to amend Phoenix City Code, Article VII, Chapter 31, section 80.H, to
authorize the City Manager or designee to revoke encroachment permits for private
facilities in the right of way as necessary. Currently, City Code requires City Council
approval for the administrative action to revoke a revocable permit when a change
of ownership occurs, or a private party does not meet the terms of the approved
contract as approved by the City Manager's Office.
Summary
This amendment authorizes the City Manager or designee to revoke encroachment
permits as necessary. (Attachment A).
Financial Impact
There is no financial impact.
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Street
Transportation Department.
Page 483
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL
COPY OF THE FINAL, ADOPTED ORDINANCE
ORDINANCE G-
AN ORDINANCE AUTHORIZING THE CITY MANAGER TO
AMEND PHOENIX CITY CODE CHAPTER 31 STREETS
AND SIDEWALKS, TO ALLOW THE CITY MANAGER OR
DESIGNEE THE AUTHORITY TO REVOKE TEMPORARY
ENCROACHMENT PERMITS PURSUANT TO SECTION
80.H.
______________________
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX as
follows:
SECTION 1. Article VII. Temporary Use of Right-of-Way
*****
H. Revocable permit revocation. Revocable permits authorized by the City Manager
OR DESIGNEE are subject to revocation at any time at the discretion of the CITY
MANAGER OR DESIGNEE. Street Transportation Director with ratification by the City
Council.
*****
Page 484
PASSED by the City Council of the City of Phoenix this 15th day of May,
2024.
___________________________
MAYOR
___________________________
Date
ATTEST:
____________________________
Denise Archibald, City Clerk
APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney
By:_________________________
_________________________
REVIEWED BY:
____________________________
Jeffrey Barton, City Manager
RRH:ac:(LF24-0922):5-15-24:2432489_1.doc
2 Ordinance G-
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Item text
Amendment - WS90500303 (Ordinance S-50845)
Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 154032 with Project Engineering Consultants, LTD. to provide additional
construction administration and inspection services for the 35th Avenue and
Camelback Road Relief Sewer project, and to approve a name change to Consor
North America, Inc. Further request to authorize execution of amendments to the
agreement as necessary within the Council-approved expenditure authority as
provided below, and for the City Controller to disburse all funds related to this item.
The additional fee for services included in this amendment will not exceed $513,698.
Summary
The purpose of this project is to review and manage the capacity of Phoenix's
wastewater collection system to avoid sanitary sewer overflows.
This amendment is necessary to include construction administration and inspection
services for the ongoing Sanitary Sewer Relief Program. Installation of approximately
6,000 linear feet of new gravity sewer main in the area from 35th Avenue to 29th
Avenue and Campbell Road to Camelback Road to provide capacity is needed to
prevent sewer overflows. This amendment will provide additional funds and time to the
agreement.
This amendment is necessary because on Dec. 3, 2022, Project Engineering
Consultant, LTD. notified the City of Phoenix of its acquisition by Consor North
America, Inc. and is now operating under the name Consor North America, Inc.
Contract Term
The term of the agreement amendment is three years from the issuance of the Notice
to Proceed. Work scope identified and incorporated into the agreement prior to the end
of the term may be agreed to by the parties, and work may extend past the termination
of the agreement. No additional changes may be executed after the end of the term.
Financial Impact
· The initial agreement for Professional Services was approved for an amount not to
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exceed $339,637, including all subconsultant and reimbursable costs.
· This amendment will increase the agreement by an additional $513,698, for a new
total amount not to exceed $853,335, including all subconsultant and reimbursable
costs.
Funding for this amendment is available in the Water Service Department's Capital
Improvement Program budget. The Budget and Research Department will separately
review and approve funding availability prior to the execution of any amendments.
Payments may be made up to agreement limits for all rendered agreement services,
which may extend past the agreement termination.
Concurrence/Previous Council Action
The City Council approved Engineering Services Agreement 154032 (Ordinance S-
47420) on April 7, 2021.
Location
Between 29th Avenue and 35th Avenue in the area south of Camelback Road
Council Districts: 4 and 5
Responsible Department
This item is submitted by Deputy City Managers Ginger Spencer and Alan
Stephenson, the Water Service Department and the City Engineer.
Page 487
Report
Supporting documents
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Item text
4108JOC204 (Ordinance S-50883)
Request to authorize the City Manager, or his designee, to execute an amendment to
Master Agreements 156010 with DNG Construction, LLC and 156011 with Valley Rain
Construction Corporation to increase each Master Agreement by $25 million to provide
continued Landscape Construction Job Order Contract services Citywide, and to
authorize execution of a Job Order Agreement to Master Agreement 156010 with DNG
Construction, LLC in an amount up to $6 million for the Laveen Heritage Park project,
authorize execution of a Job Order Agreement in an amount up to $7.2 million for the
Roadrunner Park Renovation project, and to authorize execution of a Job Order
Agreement in an amount up to $4.4 million for the Harvest Park/55th Avenue and
Samantha Way project. Further request to authorize execution of amendments to the
master agreement as necessary within the Council-approved expenditure authority as
provided below, and for the City Controller to disburse all funds related to this item.
The additional total fee for all services included in these amendments will not exceed
$25 million each.
Summary
The purpose of these projects is to continue to provide construction, replacement, and
repair of park structures, restrooms, ramadas, Americans with Disabilities Act ramps,
and parking lots; renovation of lakes; removal and replacement of existing landscape;
and relocation of electrical conduit.
These amendments are necessary because unprecedented inflation and cost
increases for labor and materials within the industry has led to significant cost
escalation for construction projects to be completed. The increase for each respective
Job Order Agreement project will allow for completion in the Parks and Recreation
Department Capital Improvement Program.
Contract Term
The contract term of five years remains unchanged. Work scope identified and
incorporated into the agreement prior to the end of the term may be agreed to by the
parties, and work may extend past the termination of the agreement. No additional
changes may be executed after the end of the term.
Page 488
Financial Impact
· The initial master agreement value for Citywide Landscape Construction Job Order
Contract Services was approved for an amount not to exceed $35 million each,
including all subcontractor and reimbursable costs.
· These amendments will increase the master agreement amount by $25 million
each, for a new total amount not to exceed $60 million each.
· Phoenix Parks and Preserve Initiative (PPPI) funding is available through the
department's Capital Improvement Program.
Concurrence/Previous Council Action
The City Council approved:
· Citywide Landscape Construction Job Order Contract Master Agreements 156010
and 156011 (Ordinance S-48423) on March 23, 2022; and
· Citywide Landscape Construction Job Order Contract Services Amendments to
Master Agreements 156010 and 156011 (Ordinance S-49426) on Feb. 15, 2023.
Responsible Department
This item is submitted by Deputy City Managers John Chan and Alan Stephenson, the
Parks and Recreation Department, and the City Engineer.
Page 489
Report
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Item text
Professional Services Amendment - PT00400001 (Ordinance S-50850)
Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 149143 with HDR Engineering, Inc. to provide continued Professional
Services for the Phoenix Bus Rapid Transit Planning Support Services Package A
project. Further request to authorize execution of amendments to the agreement as
necessary within the Council-approved expenditure authority as provided below, and
for the City Controller to disburse all funds related to this item. Additional fees for
services are not needed.
Summary
In 2015, Phoenix voters approved Proposition 104, creating the 35-year street and
transit plan known as Transportation 2050 (T2050) which identified Bus Rapid Transit
(BRT) as a key component to continue expanding the City's high-capacity transit
network. BRT is a high-capacity bus service that focuses on improved speed,
reliability, convenience, and the overall transit experience. There are common
recurring elements found in successful BRT systems, such as: advanced fare
collection, enhanced stations, dedicated lanes, custom buses, transit spot
improvements, and unique branding.
This amendment is necessary because currently, the BRT Program is conducting an
Alternatives Analysis process, developing conceptual designs for the corridor,
strategizing BRT funding sources, and coordinating with correlating projects and
agencies to develop feasible design options to support all transportation modes to
comply with recent state legislation (S.B. 1102) and continuing phases of community
and business engagement. These efforts are in advance of the continuing coordination
and design efforts with ongoing and correlating projects along the corridor, preparing
efforts for Phase 3 of community and business engagement, and the completion of the
15 percent design plans. This amendment will provide additional time to the
agreement.
Contract Term
The term of the agreement amendment is for an additional three years from the
issuance of the Notice to Proceed. Work scope identified and incorporated into the
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agreement prior to the end of the term may be agreed to by the parties, and work may
extend past the termination of the agreement. No additional changes may be executed
after the end of the term.
Financial Impact
· The initial agreement for Professional Services was approved for an amount not to
exceed $3 million, including all subconsultant and reimbursable costs.
· An amendment increased the agreement by an additional $5.5 million, for a new
total amount not to exceed $8.5 million, including all subconsultant and
reimbursable costs.
· This amendment will not increase the agreement amount.
Funding for this project is available in the Public Transit Department's T2050 fund. The
Budget and Research Department will separately review and approve funding
availability prior to the execution of any amendments. Payments may be made up to
agreement limits for all rendered agreement services, which may extend past the
agreement termination.
Concurrence/Previous Council Action
The Citizen Transportation Commission (CTC) Subcommittee and Transportation,
Infrastructure and Planning (TIP) Subcommittee:
· The CTC recommended approval of the award recommendation to the
Transportation and Infrastructure (T&I) Subcommittee by a vote of 13-0 on May 31,
2018;
· The Aviation and Transportation Subcommittee recommended approval to enter into
agreements with HDR Engineering, Inc. for Package A and AECOM Technical
Services, Inc. for Package B in support of the BRT program by a vote of 3-0 on
Sept. 25, 2018;
· The CTC recommended for approval the initial BRT corridor of 35th Avenue/Van
Buren Street by a vote of 10-0 on May 27, 2021;
· The TIP Subcommittee recommended for approval the initial BRT corridor of 35th
Avenue and Van Buren Street by a vote of 4-0 on Sept. 15, 2021;
· The CTC recommended approval to continue community and stakeholder
engagement, alternatives analysis and 15 percent design plans for the initial BRT
corridor of 35th Avenue and Van Buren Street by a vote of 11-1 on Feb. 24, 2022;
· The CTC recommended approval of additional expenditure of $5.5 million to
Package A by a vote of 11-0 on April 27, 2023;
· The TIP Subcommittee recommended City Council approval to execute an
amendment for Package A by a vote of 4-0 on May 17, 2023; and
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· The TIP Subcommittee recommended City Council approval to execute an
amendment for Package A and Package B by a vote of 4-0 on April 17, 2024.
The City Council approved:
· Issuing a Request for Qualifications (RFQ) to solicit firms to provide services for
planning and preliminary engineering for the BRT program based on
recommendations from the CTC and T&I Subcommittees. This approval included a
stipulation that the planning RFQ included an assessment of the criteria used for
the initial identification of the BRT corridors and was made on Oct. 4, 2017;
· Professional Services Agreement Package A 149143 with HDR Engineering, Inc.
and Professional Services Agreement Package B 149145 with AECOM Technical
Services, Inc. (Ordinance S-45019) on Oct. 17, 2018;
· The initial BRT corridor of 35th Avenue and Van Buren Street by a vote of 9-0 on
Oct. 6, 2021;
· Continuation of community and stakeholder engagement, alternatives analysis and
15 percent design plans for the initial BRT corridor of 35th Avenue and Van Buren
Street by a vote of 8-1 on April 20, 2022;
· Professional Services Amendment to Agreement 149145 (Ordinance S-49498) on
April 20, 2022; and
· Professional Services Amendment to Agreement 149143 (Ordinance S-49789) on
May 31, 2023.
Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua and Alan
Stephenson, the Public Transit Department and the City Engineer.
Page 492
Report
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Item text
Entrance Section Replacement - Construction Manager at Risk Services
Amendment - AV21000107 (Ordinance S-50864)
Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 157883 with Chasse Building Team, Inc. to provide Construction Manager
at Risk Construction Services for the Phoenix Sky Harbor International Airport Terminal
4 Fire Pump and Service Entrance Section Replacement project. Further request to
authorize execution of amendments to the agreement as necessary within the Council-
approved expenditure authority as provided below, and for the City Controller to
disburse all funds related to this item. The additional fee for services included in this
amendment will not exceed $4,227,344.
Summary
The purpose of this project is to replace and upgrade the Phoenix Sky Harbor
International Airport Terminal 4 processor fire pump and the connected service
entrance section electrical equipment to support the existing and new fire pump loads
and to comply with fire and electrical code requirements. A study of the existing
Terminal 4 fire protection system, prepared by SmithGroup, Inc. as part of the
construction of the new Terminal 4 South Concourse 1, found that the existing fire
pump currently serving Terminal 4 will need to be replaced. In addition, the 30-year old
electrical service needs to be upgraded to accommodate the new fire pumps.
This amendment is necessary for the procurement of long-lead materials that will be
required to begin construction. There will be additional amendments for planned
construction activities, which will be submitted through separate requests to City
Council. This amendment will provide additional funds to the agreement.
Contract Term
The term of the agreement amendment remains unchanged from the initial issuance of
the Notice to Proceed. Work scope identified and incorporated into the agreement prior
to the end of the term may be agreed to by the parties, and work may extend past the
termination of the agreement. No additional changes may be executed after the end of
the term.
Page 493
Financial Impact
· The initial agreement for Construction Manager at Risk Services was approved for
an amount not to exceed $1,250,000, including all subcontractor and reimbursable
costs.
· This amendment will increase the agreement by an additional $4,227,344, for a new
total amount not to exceed $5,477,344, including all subcontractor and
reimbursable costs.
Funding for this amendment is available in the Aviation Department's Capital
Improvement Program budget. The Budget and Research Department will separately
review and approve funding availability prior to the execution of any amendments.
Payments may be made up to agreement limits for all rendered agreement services,
which may extend past the agreement termination.
Concurrence/Previous Council Action
The City Council approved:
· Construction Manager at Risk Services Agreement 157883 (Ordinance S-49443) on
March 1, 2023; and
· Architectural Services Agreement 155909 (Ordinance S-48324) on Feb. 16, 2022.
Location
2485 E. Buckeye Road
Council District: 8
Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua and Alan
Stephenson, the Aviation Department and the City Engineer.
Page 494
Report
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Item text
Associated with Transportation Engineering Projects - Amendments (Ordinance
S-50848)
Request to authorize the City Manager, or his designee, to execute amendments to
three Intergovernmental Agreements (IGAs) with the Arizona Board of Regents, on
behalf of Arizona State University, Northern Arizona University, and University of
Arizona (Universities) to provide additional funding for services associated with
transportation engineering projects. Further request to authorize the City Controller to
disburse all funds related to this item. The additional funding for all three IGAs will not
exceed $15 million, for a new aggregate amount not to exceed $21 million.
Additionally, request City Council authorization for an exemption of the prohibition set
forth in Phoenix City Code section 42-18 for a governmental entity pursuant to Phoenix
City Code section 42-20.
Summary
The City of Phoenix Street Transportation Department (Streets) partners with the
Universities on various transportation projects involving design, construction,
maintenance, operations, or research. The Universities make its qualified personnel
and students available to the City on an as-needed basis to address the City's needs
by providing opportunities for engineering work on specific projects. City funding
covers costs to pay personnel and students for their time on the projects. The City
recognizes the importance of allowing students the opportunity to access engineering
work experience as a part of their learning experience. The Universities' research and
engineering services offer to improve processes and approaches that save resources
or improve the allocation of resources.
Streets entered into IGAs with the Arizona Board of Regents on July 26, 2019, for the
ability to utilize the Universities to conduct research and studies relative to
transportation engineering projects under the IGAs with each University.
The IGAs were amended in April 2022 (Ordinance S-48510) to increase the overall
aggregate by $1.5 million and again in June 2023 (Ordinance S-49860) to increase the
overall aggregate by $3 million. As the overall capacity of the IGAs are being reached,
and the terms are being extended for five years, this request is to increase the
Page 495
spending authority for each of the three IGAs from $2 million to $7 million during the
ten-year life of the agreements for a total not to exceed $21 million for all three IGAs.
The purpose of this amendment is to allow Streets to continue its partnership with the
Universities through the use of these IGAs.
Contract Term
The contract terms of the IGAs will remain unchanged from the original terms of five
years, with an option to extend an additional five years, for a total term of ten years.
Financial Impact
The current authorization for the three IGAs is $6 million ($2 million each). These
amendments will increase the authorization for the three IGAs by $15 million ($5
million each), for a new total not to exceed $21 million ($7 million each) for all three
IGAs. Funding is available in the Streets' Capital Improvement Program budget.
Concurrence/Previous Council Action
The City Council approved:
· Three IGAs on June 26, 2019, with the University of Arizona 150814 (Ordinance S-
45867), Arizona State University 151121 (Ordinance S-45863), and Northern
Arizona University 151120 (Ordinance S-45868);
· An amendment to all three IGAs to provide additional funding (Ordinance S-48510)
on April 20, 2022; and
· An amendment to all three IGAS to provide additional funding (Ordinance S-49860)
on June 14, 2023.
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Street
Transportation Department.
Page 496
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Item text
Professional Services Amendment - PT00400001 (Ordinance S-50870)
Request to authorize the City Manager, or his designee, to execute an amendment to
Agreement 149145 with AECOM Technical Services, Inc. to provide continued
Professional Services for the Phoenix Bus Rapid Transit Planning Support Services
Package B project. Further request to authorize execution of amendments to the
agreement as necessary within the Council-approved expenditure authority as
provided below, and for the City Controller to disburse all funds related to this item.
Additional fees for services are not needed.
Summary
In 2015, Phoenix voters approved Proposition 104, creating the 35-year street and
transit plan known as Transportation 2050 (T2050) which identified Bus Rapid Transit
(BRT) as a key component to continue expanding the City's high-capacity transit
network. BRT is a high-capacity bus service that focuses on improved speed,
reliability, convenience, and the overall transit experience. There are common
recurring elements found in successful BRT systems, such as: advanced fare
collection, enhanced stations, dedicated lanes, custom buses, transit spot
improvements, and unique branding.
This amendment is necessary because currently, the BRT Program is conducting an
Alternatives Analysis process, developing conceptual designs for the corridor,
strategizing BRT funding sources, and coordinating with correlating projects and
agencies to develop feasible design options to support all transportation modes to
comply with recent state legislation (S.B. 1102) and continuing phases of community
and business engagement. These efforts are in advance of the continuing coordination
and design efforts with on-going and correlating projects along the corridor, preparing
efforts for Phase 3 of community and business engagement, and the completion of the
15 percent design plans. This amendment will provide additional time to the
agreement.
Contract Term
The term of the agreement amendment is for an additional three years from the
issuance of the Notice to Proceed. Work scope identified and incorporated into the
Page 497
agreement prior to the end of the term may be agreed to by the parties, and work may
extend past the termination of the agreement. No additional changes may be executed
after the end of the term.
Financial Impact
· The initial agreement for Professional Services was approved for an amount not to
exceed $150,000, including all subconsultant and reimbursable costs.
· An amendment increased the agreement by an additional $4.2 million, for a new
total amount not to exceed $4.35 million, including all subconsultant and
reimbursable costs.
· This amendment will not increase the agreement amount.
Funding for this project is available in the Public Transit Department's T2050 fund. The
Budget and Research Department will separately review and approve funding
availability prior to the execution of any amendments. Payments may be made up to
agreement limits for all rendered agreement services, which may extend past the
agreement termination.
Concurrence/Previous Council Action
The Citizen Transportation Commission (CTC) Subcommittee and Transportation,
Infrastructure and Planning (TIP) Subcommittee:
· The CTC recommended approval of the award recommendation to the
Transportation and Infrastructure (T&I) Subcommittee by a vote of 13-0 on May 31,
2018;
· The Aviation and Transportation Subcommittee recommended approval to enter into
agreements with HDR Engineering, Inc. for Package A and AECOM Technical
Services, Inc. for Package B in support of the BRT program by a vote of 3-0 on
Sept. 25, 2018;
· The CTC recommended for approval the initial BRT corridor of 35th Avenue/Van
Buren Street by a vote of 10-0 on May 27, 2021;
· The TIP Subcommittee recommended for approval the initial BRT corridor of 35th
Avenue and Van Buren Street by a vote of 4-0 on Sept. 15, 2021;
· The CTC recommended approval to continue community and stakeholder
engagement, alternatives analysis and 15 percent design plans for the initial BRT
corridor of 35th Avenue and Van Buren Street by a vote of 11-1 on Feb. 24, 2022;
· The CTC recommended approval of additional expenditure of $5.5 million to
Package A by a vote of 11-0 on April 27, 2023;
· The TIP Subcommittee recommended City Council approval to execute an
amendment to Package A by a vote of 4-0 on May 17, 2023; and
Page 498
· The TIP Subcommittee recommended City Council approval to execute an
amendment for Package A and Package B by a vote of 4-0 on April 17, 2024.
The City Council approved:
· Issuing a Request for Qualifications (RFQ) to solicit firms to provide services for
planning and preliminary engineering for the BRT program based on
recommendations from the CTC and T&I Subcommittees. This approval included a
stipulation that the planning RFQ included an assessment of the criteria used for
the initial identification of the BRT corridors and was made on Oct. 4, 2017;
· Professional Services Agreement Package A 149143 with HDR Engineering, Inc.
and Professional Services Agreement Package B 149145 with AECOM Technical
Services, Inc. (Ordinance S-45019) on Oct. 17, 2018;
· The initial BRT corridor of 35th Avenue and Van Buren Street by a vote of 9-0 on
Oct. 6, 2021; and
· Continuation of community and stakeholder engagement, alternatives analysis and
15 percent design plans for the initial BRT corridor of 35th Avenue and Van Buren
Street by a vote of 8-1 on April 20, 2022;
· Professional Services Amendment to Agreement 149145 Package B (Ordinance S-
48498) on April 20, 2022; and
· Professional Services Amendment to Agreement 149143 Package A (Ordinance S-
49789) on May 31, 2023.
Responsible Department
This item is submitted by Deputy City Managers Mario Paniagua and Alan
Stephenson, the Public Transit Department and the City Engineer.
Page 499
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Item text
and Indian School Road (Resolution 22202)
Abandonment: 240002
Project: 21-23
Applicant: Lennar Arizona, LLC & Nexmetro Western Garden, LLC
Request: To abandon existing drainage easements located on APN: 102-26-722 and
102-26-720. Both of which were recorded with Final Plat for Western Garden Phase 1
(Fee No.2023-0483721, 9/15/2023, Book 1757, Page 47).
Date of Decision: Feb. 29, 2024
Location
Generally located at the southeast corner of 97th Avenue and Indian School Road
Council District: 5
Financial Impact
Pursuant to Phoenix City Code Article 5, section 31-64 (e) as the City acknowledges
the public benefit received by the generation of additional revenue from the private tax
rolls and by the elimination of third-party general liability claims against the City,
maintenance expenses, and undesirable traffic patterns, also replatting of the area
with alternate roadways and new development as sufficient and appropriate
consideration in this matter.
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.
Page 500
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Item text
(Resolution 22203)
Request City Council approval to amend the Village Planning Handbook to
reallocate the district appointments to each village to represent the new City
Council district boundaries effective Jan. 1, 2024. This update is always done when
Council District boundaries are modified because the number of appointees within
each village is based upon the amount of land area each City Council member
represents in that village.
Summary
Reallocation of district appointments to each village should be as shown in
Attachment B, with deletions struck through and additions bolded/underlined.
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning
and Development Department.
Page 501
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED RESOLUTION
RESOLUTION
A RESOLUTION AMENDING THE VILLAGE PLANNING
HANDBOOK TO REALLOCATE THE DISTRICT APPOINTMENTS
TO EACH VILLAGE TO REFLECT NEW CITY COUNCIL
DISTRICT BOUNDARIES.
____________
WHEREAS, the new City Council district boundaries are effective as of
January 1, 2024; and,
WHEREAS, Village Planning Committee appointments are in proportion to
the City Council District areas in the urban villages; and,
WHEREAS, the City Council now wishes to reallocate district
appointments to each village to reflect the new district boundaries.
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE
CITY OF PHOENIX, as follows:
SECTON 1. The Village Planning Handbook, established with Resolution
16870 and subsequently amended, is hereby amended to revise the Village Planning
Committee Appointment table as follows with deletions struck through and additions
bolded/underlined:
-1- Resolution
Page 502
VILLAGE COUNCIL NUMBER OF MAYOR'S TOTAL
DISTRICT COUNCIL APPOINTMENTS
APPOINTMENTS
Ahwatukee Foothills District 6 19 2 21
Alhambra District 3 1 2 21
District 4 67
District 5 10 9
District 6 23
Camelback East District 3 1 2 21
District 4 1
District 6 15
District 8 32
Central City District 4 1 2 21
District 7 3
District 8 15
Deer Valley District 1 14 2 21
District 2 3
District 3 2
Desert View District 2 13 2 15
Encanto District 4 17 19 2 21
District 7 1
District 8 1
Estrella District 4 1 2 21
District 7 18
Laveen District 6 1 2 17
District 7 65
District 8 9
Maryvale District 4 5 2 21
District 5 10 11
District 7 43
North Gateway District 1 7 2 13
District 2 4
North Mountain District 1 6 2 21
District 3 11
District 5 1
District 6 1
Paradise Valley District 2 10 2 21
District 3 9
Rio Vista District 1 11 2 13
South Mountain District 6 2 2 21
District 7 3
District 8 14
-2- Resolution
Page 503
PASSED by the Council of the City of Phoenix this 15th day of May 2024.
MAYOR
ATTEST:
____________________________
Denise Archibald, City Clerk
APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney
By:___________________________
___________________________
REVIEWED BY:
______________________________
Jeffrey Barton, City Manager
-3- Resolution
Page 504
ATTACHMENT B
REALLOCATE DISTRICT APPOINTMENTS TO EACH VILLAGE
VILLAGE COUNCIL NUMBER OF MAYOR'S TOTAL
DISTRICT COUNCIL APPOINTMENTS
APPOINTMENTS
Ahwatukee Foothills District 6 19 2 21
Alhambra District 3 1 2 21
District 4 67
District 5 10 9
District 6 23
Camelback East District 3 1 2 21
District 4 1
District 6 15
District 8 32
Central City District 4 1 2 21
District 7 3
District 8 15
Deer Valley District 1 14 2 21
District 2 3
District 3 2
Desert View District 2 13 2 15
Encanto District 4 17 19 2 21
District 7 1
District 8 1
Estrella District 4 1 2 21
District 7 18
Laveen District 6 1 2 17
District 7 65
District 8 9
Maryvale District 4 5 2 21
District 5 10 11
District 7 43
North Gateway District 1 7 2 13
District 2 4
North Mountain District 1 6 2 21
District 3 11
District 5 1
District 6 1
Paradise Valley District 2 10 2 21
District 3 9
Rio Vista District 1 11 2 13
South Mountain District 6 2 2 21
District 7 3
District 8 14
Page 505
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Item text
Request to authorize the City Manager to amend Section 601 of the Phoenix Zoning
Ordinance by adopting Official Supplementary Zoning Map 1262. This amendment
reflects that the property owner has met all of the rezoning conditions previously
approved by City Council with Z-74-01 and the entitlements are fully vested.
Summary
To rezone a parcel located approximately 460 feet west of 20th Street on the south
side of Campo Bello Drive
Application No.: Z-74-01
Zoning: R-2
Owner: Desert Wind Estates HOA, Et al.
Acreage: 4
Location
Approximately 460 feet west of 20th Street on the south side of Campo Bello Drive
Address: Various
Council District: 3
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.
Page 506
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE
ORDINANCE G-
AN ORDINANCE AMENDING SECTION 601 OF THE CITY OF
PHOENIX ZONING ORDINANCE BY ADOPTING OFFICIAL
SUPPLEMENTARY ZONING MAP 1262.
____________
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF PHOENIX as
follows:
SECTION 1. That Section 601 of the City of Phoenix Zoning Ordinance is
hereby amended by adopting Official Supplementary Zoning Map 1262, which
accompanies and is annexed to this ordinance and declared a part hereof.
PASSED by the Council of the City of Phoenix this 15th day of May, 2024.
_____________________________________
MAYOR
ATTEST:
_________________________
Denise Archibald, City Clerk
APPROVED AS TO FORM:
Page 507
Julie M. Kriegh, City Attorney
By:_________________________
_________________________
REVIEWED BY:
_________________________
Jeffrey Barton, City Manager
PL:arm:LF24-0784:05-15-2024
Page 508
Page 509
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Item text
Request to authorize the City Manager to amend Section 601 of the Phoenix Zoning
Ordinance by adopting Official Supplementary Zoning Map 1263. This amendment
reflects that the property owner has met all of the rezoning conditions previously
approved by City Council with Z-116-98 and the entitlements are fully vested.
Summary
To rezone a parcel located on the south side of Coronado Road, approximately 150
feet west of 10th Street
Application No.: Z-116-98
Zoning: P-1 HP
Owner: NWI Grunow Memorial Medical Center LP
Acreage: 0.64
Location
South side of Coronado Road, approximately 150 feet west of 10th Street
Address: 929, 933, and 937 E. Coronado Road
Council District: 4
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.
Page 510
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE
ORDINANCE G-
AN ORDINANCE AMENDING SECTION 601 OF THE CITY OF
PHOENIX ZONING ORDINANCE BY ADOPTING OFFICIAL
SUPPLEMENTARY ZONING MAP 1263.
____________
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF PHOENIX as
follows:
SECTION 1. That Section 601 of the City of Phoenix Zoning Ordinance is
hereby amended by adopting Official Supplementary Zoning Map 1263, which
accompanies and is annexed to this ordinance and declared a part hereof.
PASSED by the Council of the City of Phoenix this 15th day of May, 2024.
_____________________________________
MAYOR
ATTEST:
_________________________
Denise Archibald, City Clerk
APPROVED AS TO FORM:
Page 511
Julie M. Kriegh, City Attorney
By:_________________________
_________________________
REVIEWED BY:
_________________________
Jeffrey Barton, City Manager
PL:arm:LF24-0796:05-15-2024
Page 512
Page 513
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Item text
East of the Southeast Corner of Cave Creek Road and Mescal Street (Ordinance
G-7262)
Request to hold a public hearing and amend the Phoenix Zoning Ordinance, Section
601, the Zoning Map of the City of Phoenix, by adopting Rezoning Application Z-32-23-
3 and rezone the site from R1-10 (Single-Family Residence District) to C-3 (General
Commercial) to allow self-service storage warehouse use.
Summary
Current Zoning: R1-10
Proposed Zoning: C-3
Acreage: 1.20
Proposal: C-3 commercial use (self-service storage warehouse)
Owner: Terrance A & Paige S Maglio
Applicant/Representative: Marty Hall
Staff Recommendation: Approval, subject to stipulations.
VPC Action: The North Mountain Village Planning Committee heard this item on Sept.
20, 2023, and recommended approval, per the staff recommendation, with direction,
by a vote of 7-3.
PC Action: The Planning Commission heard this item on Oct. 5, 2023, and continued
the item, by a vote of 7-0. The Planning Commission heard this item on Nov. 2, 2023,
and continued the item, by a vote of 9-0. The Planning Commission heard this item on
Dec. 7, 2023, and recommended denial, by a vote of 5-0.
Location
Approximately 360 feet east of the southeast corner of Cave Creek Road and Mescal
Street
Council District: 3
Parcel Address: 1545 E. Mescal St.
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning
and Development Department.
Page 514
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE
ORDINANCE G-
AN ORDINANCE AMENDING THE ZONING DISTRICT MAP
ADOPTED PURSUANT TO SECTION 601 OF THE CITY OF
PHOENIX ZONING ORDINANCE BY CHANGING THE ZONING
DISTRICT CLASSIFICATION FOR THE PARCEL DESCRIBED
HEREIN (Z-32-23-3) FROM R1-10 (SINGLE-FAMILY RESIDENCE
DISTRICT) TO C-3 (GENERAL COMMERCIAL).
____________
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX, as
follows:
SECTION 1. The zoning of a 1.20-acre property located approximately
360 feet east of the southeast corner of Cave Creek Road and Mescal Street in a
portion of Section 22, Township 3 North, Range 3 East, as described more specifically
in Exhibit “A,” is hereby changed from “R1-10” (Single-Family Residence District) to “C-
3” (General Commercial).
SECTION 2. The Planning and Development Director is instructed to
modify the Zoning Map of the City of Phoenix to reflect this use district classification
change as shown in Exhibit “B.”
SECTION 3. Due to the site’s specific physical conditions and the use
district applied for by the applicant, this rezoning is subject to the following stipulations,
violation of which shall be treated in the same manner as a violation of the City of
Phoenix Zoning Ordinance:
Page 515
1. No bay or loading doors shall be located on perimeter building elevations
facing the R-3 residential district.
2. The maximum building height shall be 15 feet.
3. Where pedestrian walkways cross a vehicular path, the pathway shall be
constructed of decorative pavers, stamped or colored concrete, or other
pavement treatments that visually contrasts parking and drive aisle surfaces,
as approved by the Planning and Development Department.
4. All uncovered surface parking lot areas shall be landscaped with minimum 2-
inch caliper drought-tolerant shade trees. Landscaping shall be dispersed
throughout the parking area and achieve 25 percent shade at maturity, as
approved by Planning and Development Department.
5. A minimum of two bicycle parking spaces shall be provided through Inverted U
and/or artistic racks located near building entrances and installed per the
requirements of Section 1307.H. of the Phoenix Zoning Ordinance, as
approved by the Planning and Development Department. A minimum of one of
the required bicycle parking spaces shall include standard electrical
receptacles for electric bicycle charging capabilities, as approved by the
Planning and Development Department.
6. A minimum of one parking space shall be EV Ready.
7. In the event archaeological materials are encountered during construction, the
developer shall immediately cease all ground-disturbing activities within a 33-
foot radius of the discovery, notify the City Archaeologist, and allow time for the
Archaeology Office to properly assess the materials.
8. Prior to preliminary site plan approval, the landowner shall execute a
Proposition 207 waiver of claims form. The waiver shall be recorded with the
Maricopa County Recorder's Office and delivered to the City to be included in
the rezoning application file for record.
SECTION 4. If any section, subsection, sentence, clause, phrase or
portion of this ordinance is for any reason held to be invalid or unconstitutional by the
decision of any court of competent jurisdiction, such decision shall not affect the validity
of the remaining portions hereof.
PASSED by the Council of the City of Phoenix this 15th day of May 2024.
Page 516
________________________________
MAYOR
ATTEST:
_________________________
Denise Archibald, City Clerk
APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney
By:
_________________________
_________________________
REVIEWED BY:
_________________________
Jeffrey Barton, City Manager
Exhibits:
A – Legal Description (1 Page)
B – Ordinance Location Map (1 Page)
Page 517
EXHIBIT A
LEGAL DESCRIPTION FOR Z-32-23-3
That part of the Santa Rosa Mining Claim, within the Southwest quarter of Section 22,
Township 3 North, Range 3 East of the Gila and Salt River Base and Meridian,
Maricopa County, Arizona, being a portion of Mineral Survey No. 4112, according to the
Patent recorded in Book 285 of Deeds, Page 579 thereof, and described a s follows:
BEGINNING at the Southwest corner of the Northwest quarter of the Southwest quarter
of said Section 22;
thence South along the West line of said Section 90 feet;
thence East 215 feet:
thence North parallel to the West line of said Section 240 feet:
thence West 215 feet, to the West line of said Section;
thence South along said West line 150 feet to the POINT OF BEGINNING.
Page 518
Page 519
ATTACHMENT B
Staff Report: Z-32-23-3
September 12, 2023
North Mountain Village Planning September 20, 2023
Committee Meeting Date:
Planning Commission Hearing Date: October 5, 2023
Request From: R1-10 (Single-Family Residence
District) (1.20 acres)
Request To: C-3 (General Commercial) (1.20 acres)
Proposal: C-3 commercial use (self-service
storage warehouse)
Location: Approximately 360 feet east of the
southeast corner of Cave Creek Road
and Mescal Street
Owner/Applicant: Terrance A & Paige S Maglio
Representative: Marty Hall
Staff Recommendation: Approval, subject to stipulations
General Plan Conformity
General Plan Land Use Map Designation Parks/Open Space - Publicly Owned
Street Map Local
Mescal Street 40-foot-wide street end
Classification Street
CONNECT PEOPLE AND PLACES CORE VALUE; BICYCLES; DESIGN
PRINCIPLE: Development should include convenient bicycle parking.
The proposal, as stipulated, will add bicycle parking to provide convenient
opportunities for employees and visitors to secure their bicycles while on the site.
BUILD THE SUSTAINABLE DESERT CITY CORE VALUE; TREE AND SHADE;
DESIGN PRINCIPLE: Integrate trees and shade into the design of new
development and redevelopment projects throughout Phoenix.
The development, as stipulated, will add shade trees and landscaping on site,
shading parking areas. The trees will reduce the urban heat island and make the area
more walkable, bikeable, and sustainable.
Page 520
Staff Report: Z-32-23-3
September 12, 2023
General Plan Conformity
CONNECT PEOPLE AND PLACES CORE VALUE; OPPORTUNITY SITES; LAND
USE PRINCIPLE: Support reasonable levels of increased intensity, respectful of
local conditions and surrounding neighborhoods.
The proposal, as stipulated, provides a reasonable level of intensity that respects
local conditions.
C-3 (General Commercial)*
Standards Requirements Met or Not Met
Building Setbacks
Street Average 25 feet, minimum Not specified
20 feet
Not adjacent to street North, south, east, west North: 29 feet (Met)
(adjacent to R1-10 and R-3
zoning): minimum 25 feet South: 30 feet (Met)
East: 81 feet (Met)
West: 58 feet (Met)
North (adjacent to C-3 North: 73 feet (Met)
zoning): minimum 0 feet
Landscape Setbacks
Street Average 25 feet, minimum 10 feet (Not Met)**
20 feet
Not adjacent to street North, south, east, west 10 feet (Met)
(adjacent to R1-10 and R-3
zoning): minimum 10 feet
North (adjacent to C-3 10 feet (Met)
zoning): minimum 0 feet
Lot Coverage Maximum 50 percent 12.6 percent (Met)
Outdoor storage Maximum 10 percent of 22.6 percent (Not Met)**
gross site area
Building Height Maximum 2 stories, 30 feet 1 story, 12 feet (Met)
Parking Minimum 5 spaces 6 spaces (Met)
(1 space per 35 storage
units; 2 spaces for
management)
*Analysis includes the full proposed site plan, which extends beyond the rezoning area.
**Variance or alternative design required.
Page 521
Staff Report: Z-32-23-3
September 12, 2023
Applicable Plans, Overlays, and Initiatives
Tree and Shade Master Plan – See Background Item No. 7.
Complete Streets Guiding Principles – See Background Item No. 8.
Comprehensive Bicycle Master Plan – See Background Item No. 9.
Transportation Electrification Action Plan – See Background Item No. 10.
Zero Waste PHX – See Background Item No. 11.
Surrounding Land Uses and Zoning
Land Use Zoning
Residential and outdoor
On Site R1-10
storage
South City preserve land R1-10
Vacant land and
West C-3 and R-3
multifamily residential
City preserve land and
East maintenance/storage R1-10
facility
North City preserve land R1-10
Background/Issues/Analysis
SUBJECT SITE
1. This request is to rezone 1.20 acres located approximately 360 feet east of the
southeast corner of Cave Creek Road and Mescal Street from R1-10 (Single-
Family Residence District) to C-3 (General Commercial) to allow a self-service
storage warehouse.
SURROUNDING LAND USES AND ZONING
2. The subject site is currently
zoned R1-10 and contains two
detached residential structures
and outdoor vehicle storage. To
the north, east, and south of the
property are Phoenix Mountain
Preserves land owned by the
are no recreational components
near the subject site. The Parks Aerial Zoning Map; Source: City of Phoenix
Page 522
Staff Report: Z-32-23-3
September 12, 2023
and Recreation Department operates a facilities maintenance and storage yard
south and east of the subject site. West of the subject site is vacant land zoned C-
3 and a multifamily residential property zoned R-3 (Multifamily Residence
District).
GENERAL PLAN LAND USE MAP
3. The General Plan Land Use
Map designation for the subject
site and the area to the north,
east, and south is Parks/Open
Space - Publicly Owned. The
proposed zoning is not
consistent with the designation;
however, a General Plan
Amendment is not required
because the site is less than 10
acres in size. Furthermore, the
site is not publicly owned, nor
planned for future parks or open
space. The General Plan Land
Use Map designation to the west
is Commercial. General Plan Land Use Map; Source: City of
Phoenix
4. North Mountain Character Plan
The North Mountain Village Character Plan was approved and adopted into the
Phoenix General Plan through General Plan Amendment GPA-1-19. The
proposed zoning advances these concepts by locating more intense commercial
uses along the Cave Creek Road corridor, consistent with the existing character,
and by applying appropriate development standards to prevent negative impacts
to residential properties.
• Land Use Principle: Locate land uses with the greatest height and most
intense uses within limits based on village character, land use needs,
infrastructure and transportation system capacity.
• Design Principle: Create new development or redevelopment that is
sensitive to the scale and character of the surrounding neighborhoods and
incorporates adequate development standards to prevent negative
impact(s) on the residential properties.
PROPOSAL
5. Site Plan
The applicant proposes to combine the rezoning site with the adjacent C-3 zoned
property to the west, including right-of-way proposed to be abandoned, into one
site and construct five new one-story self-service storage warehouse buildings,
Page 523
Staff Report: Z-32-23-3
September 12, 2023
totaling 9,800 square feet, 15 uncovered RV/boat parking spaces, and an
accessory office. Vehicular access is proposed through a driveway on Mescal
Street and six parking spaces are proposed in the northwest portion of the site. A
portion of the subject site is within a hillside development area and requires
additional slope analysis, per the hillside development requirements of Section
710 the Zoning Ordinance. Therefore, additional site revisions may be required
after zoning approval.
Conceptual Site Plan; Source: drattr, LLC
To promote compatibility with the surrounding area, staff recommends the
following stipulations:
• Stipulation No. 1 prohibits bay or loading doors from facing the adjacent
multifamily residential district.
• Stipulation No. 2 limits building height to a maximum of 15 feet.
6. Conceptual Building Elevations
The conceptual building elevations, attached as an exhibit, depict one-story self-
service storage buildings with roll up garage doors and synthetic stucco facade.
Staff does not recommend general conformance to the elevations. Design
guidelines in the Zoning Ordinance will require that buildings contain multiple
exterior accent materials that exhibit quality and durability.
Page 524
Staff Report: Z-32-23-3
September 12, 2023
Conceptual Building Elevations; Source: drattr, LLC
STUDIES AND POLICIES
7. Tree and Shade Master Plan
The Tree and Shade Master Plan encourages treating the urban forest as
infrastructure to ensure the trees are an integral part of the City’s planning and
development process. Sidewalks on the street frontages should be detached from
the curbs to allow trees to be planted on both sides of the sidewalk to provide
thermal comfort for pedestrians and to reduce the urban heat island effect. The
proposed development will provide landscaping to shade all surface parking lot
areas with 25 percent shade. This is addressed in Stipulation No. 4.
8. Complete Streets Guiding Principles
In 2014, the City of Phoenix City Council adopted the Complete Streets Guiding
Principles. The principles are intended to promote improvements that provide an
accessible, safe, connected transportation system to include all modes, such as
bicycles, pedestrians, transit, and vehicles. In order to facilitate multimodal
transportation, the proposal will include bicycle parking and pedestrian walkways
with features contrasting them from drive aisles, as required in Stipulation Nos. 3
and 5.
9. Comprehensive Bicycle Master Plan
The City of Phoenix adopted the Comprehensive Bicycle Master Plan in 2014 to
guide the development of its Bikeway System and supportive infrastructure. The
Comprehensive Bicycle Master Plan supports options for both short- and long-
term bicycle parking as a means of promoting bicyclist traffic to a variety of
destinations. Stipulation No. 5 requires bicycle parking.
10. Transportation Electrification Action Plan
In June 2022, the Phoenix City Council approved the Transportation
Electrification Action Plan. The current market desire for the electrification of
transportation is both a national and global phenomenon, fueled by a desire for
better air quality, a reduction in carbon emissions, and a reduction in vehicle
operating and maintenance costs. Businesses, governments and the public are
signaling strong future demand for electric vehicles (EVs), and many automobile
manufacturers have declared plans for a transition to fully electric offerings within
the coming decade. This Plan contains policy initiatives to prepare the City for a
future filled with more EVs, charging infrastructure and e-mobility equity, and
outlines a roadmap for a five-step plan to prepare for the EV infrastructure needs
of 280,000 EVs in Phoenix by 2030. One goal of the Plan to accelerate public
Page 525
Staff Report: Z-32-23-3
September 12, 2023
adoption of electric vehicles through workplace, business, and multifamily
charging infrastructure recommends a standard stipulation for rezoning cases to
provide EV charging infrastructure. Stipulation No. 6 requires one parking space
to be EV ready.
11. Zero Waste PHX
The City of Phoenix is committed to its waste diversion efforts and has set a goal
to become a zero-waste city, as part of the city’s overall 2050 Environmental
Sustainability Goals. One of the ways Phoenix can achieve this is to improve and
expand its recycling and other waste diversion programs. Section 716 of the
Phoenix Zoning Ordinance establishes standards to encourage the provision of
recycling containers for multifamily, commercial and mixed-use developments
meeting certain criteria. The provision of recycling containers was not addressed
in the applicant’s submittals.
COMMUNITY CORRESONDENCE
12. As of the writing of this report, no community correspondence has been received.
INTERDEPARTMENTAL COMMENTS
13. The City of Phoenix Water Services Department has noted that all public streets
bounding and within a proposed development must have public water mains
within them. If none exists, developer must install. No stipulations are required for
this rezoning case.
14. The Parks and Recreation Department commented that the department does not
have any plans for the subject site, as the site is not suitable for future preserve
land.
OTHER
15. The site has not been identified as being archaeologically sensitive. However, in
the event archaeological materials are encountered during construction, all
ground disturbing activities must cease within 33-feet of the discovery and the
to properly assess the materials. This is addressed in Stipulation No. 7.
16. Staff has not received a completed form for the Waiver of Claims for Diminution in
Value of Property under Proposition 207 (A.R.S. 12-1131 et seq.), as required by
the rezoning application process. Therefore, a stipulation has been added to
require the form be completed and submitted prior to preliminary site plan
approval. This is addressed in Stipulation No. 8.
17. Development and use of the site are subject to all applicable codes and
ordinances. Zoning approval does not negate other ordinance requirements.
Other formal actions such as, but not limited to, zoning adjustments and
abandonments may be required.
Page 526
Staff Report: Z-32-23-3
September 12, 2023
Findings
1. The proposal, as stipulated, is consistent with the character of the surrounding
area.
2. The proposal will provide a needed service to the surrounding area at an
appropriate location.
3. The proposal, as stipulated, provides landscaping and shade to enhance the
thermal comfort of users of the site and nearby areas.
Stipulations
1. No bay or loading doors shall be located on perimeter building elevations
facing the R-3 residential district.
2. The maximum building height shall be 15 feet.
3. Where pedestrian walkways cross a vehicular path, the pathway shall be
constructed of decorative pavers, stamped or colored concrete, or other
pavement treatments that visually contrasts parking and drive aisle surfaces,
as approved by the Planning and Development Department.
4. All uncovered surface parking lot areas shall be landscaped with minimum 2-
inch caliper drought-tolerant shade trees. Landscaping shall be dispersed
throughout the parking area and achieve 25 percent shade at maturity, as
approved by Planning and Development Department.
5. A minimum of two bicycle parking spaces shall be provided through Inverted U
and/or artistic racks located near building entrances and installed per the
requirements of Section 1307.H. of the Phoenix Zoning Ordinance, as
approved by the Planning and Development Department. A minimum of one of
the required bicycle parking spaces shall include standard electrical
receptacles for electric bicycle charging capabilities, as approved by the
Planning and Development Department.
6. A minimum of 1 parking space shall be EV Ready.
7. In the event archaeological materials are encountered during construction, the
developer shall immediately cease all ground-disturbing activities within a 33-
foot radius of the discovery, notify the City Archaeologist, and allow time for
the Archaeology Office to properly assess the materials.
8. Prior to preliminary site plan approval, the landowner shall execute a
Page 527
Staff Report: Z-32-23-3
September 12, 2023
Proposition 207 waiver of claims form. The waiver shall be recorded with the
Maricopa County Recorder's Office and delivered to the City to be included in
the rezoning application file for record.
Writer
Anthony Grande
September 12, 2023
Team Leader
Racelle Escolar
Exhibits
Zoning sketch map
Aerial sketch map
Conceptual Site Plan date stamped July 25, 2023
Conceptual Building Elevations date stamped May 23, 2023
Page 528
C
P-1 Z-1 -3*
D 25
Z-90-82 R-5 KR
-00
P-1*
15TH ST
Z-90-82 Z-125-00
SHANGRI LA RD CR PUD *
EE Z-34-20
C-3 *
CA
R1-6 Z-66-04
C-3 *
VE
Z-3-99
C-2 *
MESCAL ST
C-3
Z-298-83
Z-SP-40-83
R1-10
R-3 *
C-2
C-2 * Z-32-98 R-3
-SP-6-96
S
C-2 * AHUAR
Z-SP-7-85 OD
R
R-3A *
C-2 * Z-221-83
Z-57-88
IMiles
GREENWAY RD
ACOMA DR
THUNDERBIRD RD
Z-32-23
SWEETWATER AVE
North Mountain
0.045 0.0225 0 0.045 CACTUS RD Preserve
NORTH MOUNTAIN VILLAGE CHOLLA ST
PEORIA AVE
CITY COUNCIL DISTRICT: 3 A rizo
na C a
n
DUNLAP AVE al
BUTLER DR
NORTHERN AVE
27TH AVE
39TH AVE 35TH AVE 31ST AVE 19TH AVE 15TH AVE 7TH AVE 7TH ST 12TH ST
CENTRAL AVE
43RD AVE
INTERSTATE 17
23RD AVE
APPLICANT'S NAME: REQUESTED CHANGE:
Terrance A & Paige S Maglio
FROM:
R1-10 ( 1.20 a.c.)
APPLICATION NO. DATE:
7/18/2023
Z-32-23 REVISION DATES:
GROSS AREA INCLUDING 1/2 STREET
AND ALLEY DEDICATION IS APPROX.
AERIAL PHOTO & ZONING MAP
QUARTER SEC. NO.
1.20 Acres QS 29-31 K-9 TO: C-3 ( 1.20 a.c.)
MULTIPLES PERMITTED CONVENTIONAL OPTION * UNITS P.R.D. OPTION
R1-10 4 5
C-3 17 21
* Maximum Units Allowed with P.R.D. Bonus
Page 529
Document Path: S:\Department Share\Information Systems\PL GIS\IS_Team\Core_Functions\Zoning\sketch_maps\2023\Z-32-23.mxd
C
P-1 Z-1 -3*
D 25
Z-90-82 R-5 KR
-00
P-1*
15TH ST
Z-90-82 Z-125-00
SHANGRI LA RD CR PUD *
EE Z-34-20
C-3 *
CA
R1-6 Z-66-04
C-3 *
VE
Z-3-99
C-2 *
MESCAL ST
C-3
Z-298-83
Z-SP-40-83
R1-10
R-3 *
C-2
C-2 * Z-32-98 R-3
-SP-6-96
S
C-2 * AHUAR
Z-SP-7-85 OD
R
R-3A *
C-2 * Z-221-83
Z-57-88 Maricopa County Assessor's
IMiles
GREENWAY RD
ACOMA DR
THUNDERBIRD RD
Z-32-23
SWEETWATER AVE
North Mountain
0.045 0.0225 0 0.045 CACTUS RD Preserve
NORTH MOUNTAIN VILLAGE CHOLLA ST
PEORIA AVE
CITY COUNCIL DISTRICT: 3 A rizo
na C a
n
DUNLAP AVE al
BUTLER DR
NORTHERN AVE
27TH AVE
39TH AVE 35TH AVE 31ST AVE 19TH AVE 15TH AVE 7TH AVE 7TH ST 12TH ST
CENTRAL AVE
43RD AVE
INTERSTATE 17
23RD AVE
APPLICANT'S NAME: REQUESTED CHANGE:
Terrance A & Paige S Maglio
FROM:
R1-10 ( 1.20 a.c.)
APPLICATION NO. DATE:
7/18/2023
Z-32-23 REVISION DATES:
GROSS AREA INCLUDING 1/2 STREET
AND ALLEY DEDICATION IS APPROX.
AERIAL PHOTO & ZONING MAP
QUARTER SEC. NO.
1.20 Acres QS 29-31 K-9 TO: C-3 ( 1.20 a.c.)
MULTIPLES PERMITTED CONVENTIONAL OPTION * UNITS P.R.D. OPTION
R1-10 4 5
C-3 17 21
* Maximum Units Allowed with P.R.D. Bonus
Page 530
Document Path: S:\Department Share\Information Systems\PL GIS\IS_Team\Core_Functions\Zoning\sketch_maps\2023\Z-32-23.mxd
SITE NOTES SITE DATA drattr LLC
monica@drattr.com
602.579.0055
x 1602 EAST DESERT COVE ROAD ARCHITECTURAL SERVICES
PHOENIX, AZ 85020 DESIGN / SPACE PLANNING / SUR VEYS
CONSTRUCTION DOCUMENTS / PERMITTING
x
PRIMARY CONTACT:
OWNER / DEVELOPER: MARTY HALL
2645 E. GLENROSA AVE.
x
PHOENIX AZ 85016
x 480-300-9726
x martyhall16@gmail.com
TERRANCE MAGLIO
4120 W. GREENWAY ROAD
PHOENIX, AZ 85053
x
C-3 ASSESSOR PARCEL NO.: 166-23-003 159-21-044A
x
R1-10 C-3
159-21-048B SITE AREA GROSS: 52,253 S.F. 13,284 S.F.
1.1996 ACRES 0.3049 ACRES
x
ABANDONED STREET: 11,968 S.F.
x
NEW SITE TOTAL 77,505 S.F. 1.779 ACRES
COMBINED NEW ZONING: C-3
90' x HILLSIDE COVERAGE: 9,230 SF
NON-HILLSIDE COVERAGE: 68,275 SF
HILLSIDE COVERAGE %: 9,280SF / 68,275 SF = 13.5%
x BUILDING BUILDING 1 = 1,900 SF
R1-10 FOOTPRINT BUILDING 2 = 1,900 SF
x AREA: BUILDING 3 = 2,000 SF
BUILDING 4 = 2,000 SF
166-23-004A BUILDING 5 = 2,000 SF
EAST MESCAL STREET 42.50'
x
TOTAL BUILDING FOOTPRINT
9,800 SF
25'
215' UNCOVERED PARKING 30' MAX. TWO STORIES
5' STORAGE:
50' R4 10'
LANDSCAPE
SETBACK
BUILDING HEIGHT 30' MAX. TWO STORIES
ALLOWED:
SLOPED AREA
4,260 SF PROPOSED BUILDING (15) 12'X30' PARKING SPACE
20' 20' HEIGHT: 5,400 SF TOTAL < 10%
R5
5' OCCUPANCY: S (STORAGE)
5' LEGEND
5' R5
R3 CONSTRUCTION TYPE: II-B SPRINKLERED
20'X15'
OFFICE 5'
300SF R3
1602 EAST DESERT COVE ROAD
PARKING CALCULATIONS
BUILDING AREA CALCULATION:
ACCESSIBLE SELF-SERVICE STORAGE FACILITIES
1- 200 =5% BUT NO LESS THAN 1
96 STORAGE UNITS
OFFICE = 300SF
BUILDING 2
150' 20'X95' BUILDING 3 REQUIRED PARKING:
C-3 BUILDING 1 SINGLE STORY 20'X100' BUILDING 4 BUILDING 5
25' 20'X100' 20'X100'
300SF / 300 SF = 1 PARKING SPACE
20'X95' STORAGE SINGLE STORY
58'-10" 1,900SF
10' SINGLE STORY SINGLE STORY
40' 41'-3"
150'
SINGLE STORY STORAGE 25' 25'
TYPE IIB 2,000SF STORAGE STORAGE PROVIDED PARKING: 5 SPACES + 1 ADA PARKING SPACE
STORAGE
159-21-044B METAL BUILDING 2,000SF 2,000SF
1,600SF 40'-4" TYPE IIB 6 TOTAL PARKING SPACES
TYPE IIB METAL BUILDING TYPE IIB TYPE IIB
MESCAL SITE PLAN
PHOENIX, AZ 85020
METAL BUILDING METAL BUILDING METAL BUILDING
20'
Page 531 SLOPED AREA
SHEET KEYNOTES
4,970 SF
R1-10
5'
R5 R3
5' R3
5'
166-23-004A
20'
POWER LINES ABOVE 20'
5'
R5
10'
LANDSCAPE 10'
SETBACK LANDSCAPE
140' SETBACK
20'
METAL POWER POLE DRAWN BY: M. PEREZ
KIVA 21-1950 CHECKED BY: M. PEREZ
10' 10'
C-3 SDEV 2200541 ISSUE DATE: 01.18.2023
159-22-233 UNCOVERED UNCOVERED UNCOVERED
20' UNCOVERED
12'X30'
PAPP 2303028
12'X30' 12'X30' 12'X30'
RV/BOAT RV/BOAT
RV/BOAT RV/BOAT
PARKING PARKING PARKING DATE:
PARKING QS 29-31 AND 29-30
90' 90'
10'
LANDSCAPE
SETBACK
R1-10 215'
SITE PLAN REVISION:
166-23-004A NO:
PROJECT INFO / SITE PLAN
drattr LLC
monica@drattr.com
602.579.0055
ARCHITECTURAL SERVICES
DESIGN / SPACE PLANNING / SUR VEYS
CONSTRUCTION DOCUMENTS / PERMITTING
EXTERIOR BUILDING
LIGHTING
+11'-8"
T.O. PARAPET
NEW EXTERIOR
SYNTHETIC STUCCO
+7'-0"
T.O. ROLL UP DOOR
ALUMINUM FRAMED ROLL UP
GARAGE DOORS, TYP.
+0'-0"
T.O. SLAB
NORTH/SOUTH ELEVATION
SCALE: 1/4"= 1'-0"
EXTERIOR BUILDING EXTERIOR BUILDING
LIGHTING LIGHTING
+11'-8" +11'-8"
T.O. PARAPET T.O. PARAPET
NEW EXTERIOR NEW EXTERIOR
SYNTHETIC STUCCO SYNTHETIC STUCCO
1602 EAST DESERT COVE ROAD
+0'-0" +0'-0"
T.O. SLAB T.O. SLAB
EAST/WEST ELEVATION EAST/WEST ELEVATION
SCALE: 1/4"= 1'-0" SCALE: 1/4"= 1'-0"
PHOENIX, AZ 85020
EXTERIOR BUILDING
LIGHTING
+11'-8"
Page 532
T.O. PARAPET
NEW EXTERIOR
MESCAL EXTERIOR ELEVATIONS
SYNTHETIC STUCCO
+7'-0"
T.O. ROLL UP DOOR
ALUMINUM FRAMED ROLL UP
GARAGE DOORS, TYP.
+0'-0"
T.O. SLAB
DRAWN BY: M. PEREZ
NORTH/SOUTH ELEVATION CHECKED BY: M. PEREZ
SCALE: 1/4"= 1'-0"
ISSUE DATE: 04.24.2023
SITE DATA DATE:
1602 EAST DESERT COVE ROAD
ADDRESS:
PHOENIX, AZ 85020
PRIMARY CONTACT:
OWNER / DEVELOPER: MARTY HALL
2645 E. GLENROSA AVE.
PHOENIX AZ 85016
480-300-9726
martyhall16@gmail.com
TERRANCE MAGLIO
4120 W. GREENWAY ROAD
PHOENIX, AZ 85053
ASSESSOR PARCEL NO.: 166-23-003 159-21-044A REVISION:
ZONING: R1-10 C-3
SITE AREA GROSS: 52,253 S.F. 13,284 S.F. NO:
1.1996 ACRES 0.3049 ACRES
ABANDONED STREET: 11,968 S.F.
NEW SITE TOTAL 77,505 S.F. 1.779 ACRES
VICINITY MAP COMBINED NEW ZONING: C-3
EXTERIOR ELEVATIONS
ATTACHMENT C
Village Planning Committee Meeting Summary
Z-32-23-3
Date of VPC Meeting September 20, 2023
Request From R1-10
Request To C-3
Proposed Use C-3 commercial use (self-service storage warehouse).
Location Approximately 360 feet east of the southeast corner of
Cave Creek Road and Mescal Street
VPC Recommendation Approval, per the staff recommendation with direction
VPC Vote 7-3-0
VPC DISCUSSION:
Three members of the public submitted speaker cards with all wishing to speak and all
in opposition.
STAFF PRESENTATION
Mr. Klimek, staff, provided an overview of the site, its policy context, the proposal, and
the staff recommendation.
APPLICANT PRESENTATION
Mr. Marty Hall introduced himself as representing the owner and described the property
and the request. There are presently two homes on the subject site which is zoned R1-
10, and the owner also owns the adjacent vacant site which is zoned C-3. The request
is for C-3 and the current proposal is for self-service storage warehouse but noted that
C-3 also permits multifamily at R-3 intensity which is also an option. The site is
presently served by septic which would be acceptable for self-service storage and for
multifamily development, the sewer would need to be extended from Cave Creek Road.
The owner has initiated an abandonment for the portion of Mescal Street leading up to
the site and that the request has conditional approval at this time; the next steps will be
an appraisal and purchase of the former right of way. Under the current zoning, the site
can be developed into approximately four homes but noted that is likely not the highest
and best use of the land. The request for C-3 would allow for the greatest flexibility and
allow for either R-3, which is adjacent to the southwest, or C-3, which is adjacent to the
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
Page 533
North Mountain Village Planning Committee Meeting Summary
September 20, 2023
west and northwest. He added that, at the request of staff, he reached out to the City to
see if they had interest in purchasing the property and they did not.
QUESTIONS FROM THE COMMITTEE
Committee Member McBride asked for detail on attendance at the required
neighborhood meeting. Mr. Hall responded that he complied with all requirements and
that the meeting had no attendees.
Committee Member Freeman asked if any responses have been received from the
neighborhood. Mr. Hall responded that no responses have been received but that he’s
connected with each of the adjacent property owners and has heard no concerns.
Committee Member Gore stated that there are already too many self-service storage
warehouses and asked how they evaluated the options of storage against multifamily.
Mr. Hall responded that he does multifamily development and that there is a market. He
indicated that he reached out to many of the self-service storage operations, and they
indicated that there is pent-up demand. He added that storage could be developed with
the existing septic while multifamily would require the sewer be extended from Cave
Creek Road which would be costly. Mr. Hall stated that C-3 permits both storage and
multifamily and the request would provide the greatest flexibility. Committee Member
Gore asked rhetorically why the VPC should approve something just to provide more
options to a landowner.
Committee Member Veidmark asked about the number of housing units permitted on
the site under R-3 / C-3 zoning. Mr. Hall responded that R-3 / C-3 allows for a density of
14.5 dwelling units per acre.
Acting Chair Krentz noted that C-3 is a very permissive zoning district. Mr. Hall stated
that the subject site is adjacent to C-3 zoning and C-3 uses so that it what they chose to
pursue.
Committee Member Barraza noted that there are two residences on the subject site.
He asked about what else is happening on the property. Mr. Hall responded that it is
used for storage of old cars. Committee Member Barraza asked if vehicle storage was
a permitted use in R1-10. Mr. Klimek responded that there are various nuisance codes
that apply to inoperable vehicles.
PUBLIC COMMENTS
Mr. Andrew Dalton introduced himself as the owner of Dalton Air Conditioning which is
located on Mescal Street. He expressed concern that the abandonment of the street
may impact the ability for large trucks to access their site, which is a necessity of their
business. He stated that he was not informed of the request. He expressed further
concern that there are often children playing near the junction of Mescal and Cave
Creek Road which may be a safety issue if additional traffic were added.
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
Page 534
North Mountain Village Planning Committee Meeting Summary
September 20, 2023
Ms. Julia Taggert introduced herself as a representative of the Sunnyslope Historical
Society. She stated that the mountain preserve is historic and contains historical value
that is yet to be discovered. There is a nearby property at 1165 Cave Creek Road that
belonged to Angel Revilla which is currently being evaluated for the National Register of
Historic Places.
Ms. Stacie Hurst introduced herself as the Chair of the Phoenix Mountain Preservation
Council and explained that the development pattern along Cave Creek Road was
originally residential and neighborhood commercial. The character gradually eroded into
heavy commercial through piece-meal requests made to the city which, when approved,
then served as precedent for further change. She concluded by stating that the sign was
hidden from almost everyone, that the land should become mountain preserve, and that
the change offers no benefit to the community.
Committee Member O’Hara asked Mr. Klimek where the notification sign can go. Mr.
Klimek responded that it typically must be placed on the property.
Committee Member Baraza asked Ms. Taggert if the nomination for Angel’s property
has been submitted and, if approved, if it will impact what can be done on adjacent
properties. Ms. Taggert responded that the nomination has been filed.
APPLICANT RESPONSE
Mr. Hall stated that he has met with Mr. Dalton’s parents to discuss the rezoning and
the abandonment and that they were ok with the idea and that the conditional approval
for the abandonment requires that access be maintained to the Dalton property so truck
access will be maintained. He stated that the two homes on the subject site are neither
historic nor viable.
Committee Member Barraza asked for detail on the status of the abandonment
request. Mr. Hall responded that the abandonment is conditionally approved and that
they were advised to wait for the rezoning to finalize the process. The conditions require
an appraisal for the purchase of the abandoned property. The owner currently has
approval from all impacted property owners and has an agreement with the adjacent
multifamily property to purchase their portion of the property.
FLOOR/PUBLIC DISCUSSION CLOSED: MOTION, DISCUSSION, AND VOTE.
MOTION:
Committee Member Freeman moved to deny the Z-32-23. Committee Member Gore
seconded the motion.
DISCUSSION:
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
Page 535
North Mountain Village Planning Committee Meeting Summary
September 20, 2023
Committee Member Freeman stated the proposal is speculative and should expect
more of applicants on behalf of the impacted neighbors.
Committee Member O’Connor stated that the site is challenged by utility and street
access and is therefore not the “worst plan.” He added that, if this motion fails, he will
make a motion to approve subject to working with the adjacent property owner
regarding access.
Committee Member Gore stated that this is the “worst plan” because the city does not
need more self-storage, and this reduces the residential density near Sunnyslope.
Committee Member O’Hara stated that the current use is a glorified junkyard and that
the supply of self-storage indicates that there is still demand. Multifamily would require a
sewer extension which is costly.
Committee Member Gore stated that the market for self-storage is slowing and that
many of the major players are holding their money and evaluating changes to the
market.
VOTE: 3-7-0, motion to deny fails with Committee Members, Freeman, Gore, and
Larson in favor; Barraza, McBride, O’Connor, O’Hara, Veidmark, Whitney, and Acting
Chair Krentz in opposition; and none in abstention
MOTION:
Committee Member O’Connor moved to approve Z-32-23 per the staff recommendation
with the direction that the applicant shall coordinate with the owners of Dalton Air
Conditioning. Committee Member O’Hara seconded the motion.
DISCUSSION:
Committee Member Barraza stated that he hopes the owner does not construct self-
storage but indicated they have property rights and under C-3 will have flexibility.
VOTE: 7-3-0, motion to approve Z-32-23-3 per the staff recommendation and with
direction passes with Committee Members Barraza, McBride, O’Connor, O’Hara,
Veidmark, Whitney, and Acting Chair Krentz in favor; Freeman, Gore, and Larson in
opposition; and none in abstention.
STAFF COMMENTS REGARDING VPC RECOMMENDATION & STIPULATIONS:
None.
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
Page 536
ATTACHMENT D
REPORT OF PLANNING COMMISSION ACTION
December 7, 2023
ITEM NO: 13
DISTRICT NO.: 3
SUBJECT:
Application #: Z-32-23-3 (Continued from November 2, 2023)
Location: Approximately 360 feet east of the southeast corner of Cave Creek Road
and Mescal Street
From: R1-10
To: C-3
Acreage: 1.20
Proposal: C-3 commercial use (self-service storage warehouse)
Applicant: Terrance A. & Paige S. Maglio
Owner: Terrance A. & Paige S. Maglio
Representative: Marty Hall
ACTIONS:
Staff Recommendation: Approval, subject to stipulations.
Village Planning Committee (VPC) Recommendation:
North Mountain 9/20/2023 Approval, per the staff recommendation with direction. Vote: 7-3.
Planning Commission Recommendation: Denial.
Motion Discussion: N/A
Motion details: Acting Vice-Chairperson Mangum made a MOTION to deny Z-32-23-3.
Maker: Acting Vice-Chairperson Mangum
Second: Perez
Vote: 5-0
Absent: Gaynor and Gorraiz
Opposition Present: Yes
Findings: The Planning Commission recommended denial dule to community concerns and
insufficient design of the site and proposed buildings.
This publication can be made available in alternate format upon request. Please contact Teleia
Galaviz at 602-291-2559, teleia.galaviz@phoenix.gov, TTY: Use 7-1-1.
Page 537
REPORT OF PLANNING COMMISSION ACTION
November 2, 2023
ITEM NO: 15
DISTRICT NO.: 3
SUBJECT:
Application #: Z-32-23-3 (Continued from October 3, 2023)
Location: Approximately 360 feet east of the southeast corner of Cave Creek Road
and Mescal Street
From: R1-10
To: C-3
Acreage: 1.20
Proposal: C-3 commercial use (self-service storage warehouse)
Applicant: Terrance A & Paige S. Maglio
Owner: Terrance A & Paige S. Maglio
Representative: Marty Hall
ACTIONS:
Staff Recommendation: Continuance.
Village Planning Committee (VPC) Recommendation:
North Mountain 9/20/2023 Approval, per staff recommendation with direction. Vote: 7-3.
Planning Commission Recommendation: Continued to the December 7, 2023 Planning
Commission hearing, without fee.
Motion Discussion: N/A
Motion details: Commissioner Jaramillo made a MOTION to continue Z-32-23-3, to the
December 7, 2023 Planning Commission hearing, without fee.
Maker: Jaramillo
Second: Vice-Chairman Gaynor
Vote: 9-0
Absent: None
Opposition Present: Yes
Findings: Applicant has requested a continuance to allow additional time to work with the
community.
This publication can be made available in alternate format upon request. Please contact Teleia
Galaviz 602-602-291-2559, TTY use 7-1-1
Page 538
REPORT OF PLANNING COMMISSION ACTION
October 5, 2023
ITEM NO: 9
DISTRICT NO.: 3
SUBJECT:
Application #: Z-32-23-3
Location: Approximately 360 feet east of the southeast corner of Cave Creek Road
and Mescal Street
From: R1-10
To: C-3
Acreage: 1.20
Proposal: C-3 commercial use (self-service storage warehouse)
Applicant: Terrance A. & Paige S. Maglio
Owner: Terrance A. & Paige S. Maglio
Representative: Marty Hall
ACTIONS:
Staff Recommendation: Approval, subject to stipulations.
Village Planning Committee (VPC) Recommendation:
North Mountain 9/20/2023 Approval, per staff recommendation with direction. Vote: 7-3.
Planning Commission Recommendation: Continued to the November 2, 2023, hearing, without
fee.
Motion Discussion: N/A
Motion Details: Commissioner Gorraiz made a MOTION to continue Z-32-23-3, to the November
2, 2023 Planning Commission hearing, without fee.
Maker: Gorraiz
Second: Acting Vice-Chairperson Busching
Vote: 7-0
Absent: Gaynor and Mangum
Opposition Present: Yes
Findings: The Planning Commission continued the case to allow time for the representative and
applicant to work with the community.
This publication can be made available in alternate format upon request. Please contact Teleia
Galaviz 602-602-291-2559, TTY use 7-1-1
Page 539
ATTACHMENT E
Wednesday, September 20, 2023
Planning & Development Department
200 W Washington St
Phoenix, Arizona
RE: Letter in opposition to Z-32-23-3 Proposal to modify zoning for self storage facility
Nick,
I was extremely disappointed with the process and results of this evening’s meeting of the
North Mountain Village Planning Committee. I’m writing this letter to provide public comment in
opposition of the application, and to offer feedback and commentary on the way this
application was heard, discussed, and voted on by the committee.
This application is a great example of everything wrong with the city’s planning process:
• The proposed project is a low-quality design which lacks visual interest, appropriate
variety in building finishes, or a strong argument for the need of this type of project in the
area. Despite these facts, staff recommended approval of the application.
• The proposed rezoning is inconsistent with the Phoenix General Plan Land Use Map.
Despite this fact, staff recommended approval of the application.
• The proposed design does not conform to the city’s design standards for new
development. Despite this fact, staff recommended approval of the application.
• The applicant’s presentation referred several times to conducting all of the community
outreach that was “required”. When asked if outreach to neighborhood groups was
conducted, applicant responded “No”.
• No committee members identified themselves as residents of the area where the project
is proposed—but we were lucky to hear three well-founded public comments in
opposition. Each of these public comments related separate, independent concerns with
the project which are well-founded. There was no apparent change in any committee
members posture toward the application based on this vital feedback.
• During the committee’s discussion, multiple members referenced the property rights of
the applicant. No committee members mentioned property rights of the surrounding
properties, or the right of the community at large to dictate zoning. Committee members
seem to be under the impression that property rights mean applicant’s must simply be
given whatever zoning they request.
Page 540
• Applicant explicitly described this proposal and application as “maximizing their options”,
claiming they may choose to develop under the R-3 provision of C-3 zoning. Essentially
the applicant asked the committee to recommend approval for a “placeholder” plan, and
the committee shamefully went along with it.
I am requesting study and guidance from staff, along with further discussion of the following
aspects of planning within the village planning committees:
• Establishing a “best practice” for centering the community first (meaning the people and
character of the area as it exists, and as envisioned by members of the community),
property owners second, and commercial interests last.
• Creating a policy and practice of Planning staff explicitly inviting affected neighborhood
groups to attend and comment at future committee meetings. VPCs are tasked with
shaping and defining the character of villages.
• Establishing a “best practice” of village planning committees declining to recommend
approval for proposed “placeholder” or “maximizing our options” type applications. No
rezoning should be granted without a good faith, genuine intention to develop the project
as proposed to the committee.
Overall, tonight’s meeting was a disappointing experience. Not simply because the application
was recommended for approval and should not have been, but because there was a lack of
rigor and community perspective in the discussion, and ultimately the vote to recommend.
I look forward to future opportunities for more robust discussion at the village planning
committee, but I urge the planning commission and city council to deny this rezoning request.
Cordially,
Shane Gore, Member - North Mountain Village Planning Committee
2035 W Aster Drive, Phoenix, AZ 85029
Page 541
Policy Paper #2
Analysis & Commentary
in Opposition to
Self-Storage
09/20/2023 BY: SHANE GORE
Page 542
Table of Contents
Table of Contents 2
Introduction 3
Executive Summary 3
Section 1: The Problems With Self Storage 4
Relentless Growth 4
Housing Displacement 4
Permanence of Physical Infrastructure 5
Effect on Neighborhood Density 5
Economics of Self Storage 5
Section 3: Existing Self Storage Landscape 7
Introduction 7
Map of Self Storage Facilities within 10 miles of Z-32-23-3 7
Total Self Storage Facilities within 10 miles 8
Existing Land Uses Surrounding Proposed Project 8
Alternative Potential Site Uses 9
Examples of Similar Self Storage Projects 10
Case Study #1: 5051 W Cactus Rd 10
Case Study #2: 1010 W Thunderbird Rd 12
APPENDIX 1: Listing of Self Storage Facilities 14
Table 1: Self Storage Facilities within 1 mile 14
Table 2: Self Storage Facilities within 5 miles 15
Table 3: Self Storage Facilities within 10 miles 17
APPENDIX 2: CITATIONS 22
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 2 OF 22
Page 543
Introduction
The purpose of this policy paper is discussion and analysis of broad self storage industry
trends to inform neighborhood leaders and residents about development trends that affect
our communities. This paper also discusses and responds to a specific instance where
self storage is currently being proposed at 1620 W Desert Cove Avenue.
Executive Summary
Self storage companies have been on a record growth streak for more than five years,
developing key parcels throughout the City of Phoenix into self storage facilities—which
for all practical purposes permanently precludes the possibility that those parcels might be
developed into housing, or some other land use that contributes to vibrant, livable
neighborhoods.
Self storage isn’t something most people think about every day, but the presence of these
often benign-looking facilities in our communities can have far-reaching consequences to
the fabric of our cities.
In terms of vibrancy and vitality in cities, one of the most critical issues is the vacuum that
self storage creates, where people and activity are—by design—low volume. Most
facilities don’t have a significant number of employees, are only open during daytime
hours, and “self-serve” systems are gaining popularity with operators—leading to some
facilities being completely unstaffed 24 hours a day. While these facilities are always sure
to have tall fences and security systems for their property, the activity vacuums they create
have ripple effects for the surrounding properties and neighborhoods.
An often overlooked outcome of self storage is property loss and the troubling lease terms
and regulatory structure which allow facility operators wide latitude in the disposition of a
defaulting tenant’s personal property. Operators can dispose of a defaulting tenants’
medical or tax records, family ashes, heirlooms, etc. the same way they would chairs or a
bookshelf. People experiencing housing insecurity, or facing hurdles like medical
emergencies, job loss, or other financial hardship are among the most likely storage users
to default.
Lastly, while it’s not the most pressing neighborhood concern, we should be honest with
ourselves about the carbon footprint of an industry built almost exclusively from steel and
concrete—two of the most carbon-intensive building materials—and which is designed to
exploit the growing mountains of mass produced “stuff” which fills our homes.
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 3 OF 22
Page 544
Section 1: The Problems With Self Storage
Relentless Growth
The self storage industry has experienced significant growth across the U.S. and in
Phoenix since at least 2018. New self storage facilities are being built in close proximity to
each other, and to existing facilities—regardless of need or the presence of competitors.
For major self storage companies the purpose of overdeveloping new facilities is to
capture market share for the purpose of reporting positive growth metrics to their boards
and shareholders. Like many industries—they are flush with cash and morally bankrupt—
so they continue developing new facilities regardless of the impact to the neighborhood
and local community. They believe if they can only grow fast enough and large enough,
they can eliminate the competition.
As a result of the way “Big Self Storage” has pursued non-stop development of new
facilities, market research companies continue to breathlessly report record growth in the
industry, which has also drawn in “mom and pop” investors who may not be sophisticated
enough to independently evaluate market conditions and the need for additional new
facilities. The big self storage companies have no moral qualms about watching people
sink their life savings into expensive new facilities, because they know their companies
have the power and leverage to buy up any struggling independent self storage facilities in
the future.
Housing Displacement
Due to relatively low overhead and the recent growth of the industry, self storage facilities
continue to proliferate in the city by buying up and developing any available piece of land
—regardless of location or the other potential uses a parcel could sustain.
Traditionally, self storage has been developed on unique, odd-shaped and/or physically
constrained parcels. The industry’s boom of the last five years has led major storage
companies to seek and obtain large or more traditionally shaped parcels for new facility
development.
Big Storage also buys up and develops long-vacant parcels into self storage facilities,
knowing that neighborhoods won’t object to self storage uses because they are desperate
for any development that will convert a long-vacant parcel in their community to any
productive use.
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 4 OF 22
Page 545
Land in cities is a finite resource—self storage concerns itself with physical property, and
profits above all else. In the self storage arms race to capture market share—housing
developers—including affordable housing developers—are forced to compete with well-
capitalized storage behemoths who can pay virtually any price for properties they want.
Perhaps not legally—but morally, this is an outright theft from the city’s residents—theft of
housing units, theft of neighborhood density, and theft of the conditions necessary for vibrant,
livable cities.
Permanence of Physical Infrastructure
Self storage buildings are typically constructed primarily from steel and concrete—making
these buildings effectively permanent fixtures in our neighborhoods. While it can be useful
and convenient to have that reliable storage, the permanence of construction methods
should be a key consideration in the regulatory approval of self storage facility locations.
These facilities lack design features like sufficient utilities, windows, and other architectural
elements that make them largely incompatible with most common commercial building
uses, and because the design and materials are so permanent in nature—self storage
facilities are almost always poorly suited for future creative re-use or adaptation of the
structure.
Effect on Neighborhood Density
Self storage facilities are typically low intensity industrial or commercial uses without
substantial second-order economic effects to nearby businesses or residences. They don’t
provide a significant number of jobs, or manufacture a physical product, or generate a
significant amount of vehicle or pedestrian traffic. They have minimal marketing needs and
few other opportunities to engage the local economy. And perhaps most detrimentally,
they contribute to lower densities in our neighborhoods which starves our communities of
their most important resource: the people.
Economics of Self Storage
The economic structure of a self-storage facility is variable, but due to low overhead
facilities can withstand significant economic pressures by varying the rates they charge for
storage—either to induce more customers, or to extract additional revenue from existing
customers.
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 5 OF 22
Page 546
Self storage companies know that the cost and effort barrier to a customer moving their
belongings from one self storage facility to another is prohibitive, and they can often take
advantage of that fact with significant and arbitrary price increases to their existing
customers with short notice.
Across the board, self storage companies are generating enormous profits, in part due to
the shortage of affordable housing units. The leading seven publicly traded firms listed
below earned more than $4B (billion with a B) in net operating income.
2022 ANNUAL 2022 NET OPERATING
STOCK SYMBOL NAME 2022 NOI MARGIN
REVENUE INCOME
NYSE:PSA Public Storage $3,946,000,000 $2,077,673,000 52.65%
NYSE:EXR Extra Space Storage Inc. $1,924,170,000 $921,156,000 47.87%
NYSE:CUBE CubeSmart $1,009,624,000 $291,263,000 28.85%
NYSE:UHAL U-Haul (self storage revenues) $617,120,000 $168,492,900 27.30%
NYSE:LSI Life Storage, Inc. $917,100,000 $358,128,000 39.05%
NYSE:NSA National Storage Affiliates Trust $801,569,000 $183,765,000 22.93%
NASDAQ:SELF Global Self Storage, Inc. $11,944,850 $3,527,190 29.53%
$9,227,527,850 $4,004,005,090
$4,004,005,090
is equal to
53,687 people earning 2022 Real median household income $74,580
11,503 homes at the 2022 average U.S. home price $348,079
18,366,995 square feet of multi-family housing at the Phoenix multi-
family average construction cost of $218 per square foot
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 6 OF 22
Page 547
Section 3: Existing Self Storage Landscape
Introduction
Whether to look at the specific project described in Z-32-23-3 first, or the broader self
storage landscape across Phoenix is a bit of a “chicken and egg” question. Both
perspectives yield valuable insights about the self storage landscape and the
consequences to neighborhoods of these facilities, but many of the most harmful effects
occur at the local level and become cumulative at the macro level.
Map of Self Storage Facilities within 10 miles of Z-32-23-3
Some areas of Phoenix have more options than others, but the Cave Creek corridor, North
Mountain Village, and the Sunnyslope community have plenty. There are two self storage
facilities within less than 1/4 mile of the proposed project site, with another two within 1
mile. There are 38 additional self storage facilities outside a 1 mile radius and within a 5
mile radius, making a total 42 self storage facilities within 5 miles of the planned project.
Map centered on proposed self storage at 1620 W Desert Cove
Avenue with 1, 5, and 10 mile radii.
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 7 OF 22
Page 548
Total Self Storage Facilities within 10 miles
RADIUS AROUND PROPOSED PROJECT NUMBER OF EXISTING FACILITIES
1 mile 4
5 miles 38
10 miles 127
Self Storage Facilities within 10 miles 169
Existing Land Uses Surrounding Proposed Project
This application Z-32-23-3 is a request to rezone 1.20 acres located at 1620 W Desert
Cove from R1-10 (Single Family Residence District) to C-3 (General Commercial) for the
purpose of a self storage warehouse.
Characteristic to the area are intensive commercial uses generally located along Cave
Creek Road, with reduced intensity and residential uses becoming more common as
parcels are located further from the Cave Creek Road right-of-way.
Varying topography surrounding the project site off determines the quantity and size of
buildable parcels. A common arrangement are commercial uses directly adjacent to Cave
Creek Road, then reduced intensity with an area of residential uses, before ultimately
transitioning to Parks/open space and Phoenix Mountain Preserves land.
Zoom detail of Phoenix General Plan Land Use Map provided Zoom detail of Phoenix General Plan Land Use Map showing
in the instant submittal. Despite the subject property being commercial uses concentrated on Cave Creek Road,
shown in green, the current zoning is R1-10. transitioning to residential uses, then parks/open space.
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 8 OF 22
Page 549
Alternative Potential Site Uses
Multi-family housing is an obvious alternative that should be considered for the project
site. Residential uses would not be out of place due to the other multifamily properties and
single family properties in close proximity, and the location on the edge of a mountain
preserve would offer potential residents opportunities for mountain views, exposure to
wildlife, and peaceful, quiet evenings and weekends.
1620 W Desert Cove is shown in blue, commercial uses are shown in red, residential uses are
shown in orange (multi-family) and yellow (single-family), and existing self storage facilities are
shown in black.
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 9 OF 22
Page 550
Examples of Similar Self Storage Projects
Phoenix has plenty of self storage facilities, but there are two in particular that are useful
examples to consider development patterns that may be contrary to a community’s best
interest. One of these projects is in development, and the other was proposed and
rejected for a PUD in 2017.
Case Study #1: 5051 W Cactus Rd
Narrative: Applicant’s January 13, 2023 submittal proposes a three-story self service storage
warehouse (Self Storage Facility) at the above address, with a footprint of approximately
108,000 square feet and a maximum height of three-stories and 36 feet.
The applicant’s previous March 9, 2022 submittal proposed a multi-family single family
attached housing development with R-3 zoning restrictions. This project would have
constructed 32 housing units resulting in a density of 8.5/dwelling units per acre.
Proposed site in yellow. Existing self storage in Existing self storage shown with 1 and 5 mile radii.
purple.
Status: In Development
Parcel: 148-02-003K
Parcel Size: 3.75 acres
General Plan Land Use Map: Residential 3.5 to 5 dwelling units per acre
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 10 OF 22
Page 551
Case Study #1 - 5051 W Cactus Rd (continued)
March 9, 2022 Multi-family submittal site plan January 13, 2023 Self Storage submittal site plan
Analysis: The developer’s previous submittal proposing a multi-family housing development
suggests that multi-family is not only possible on the site, but that the developer also strongly
considered that development path. It’s easy to see why.
This site is located canal-side, just 1 mile from ASU West. Frontage on Cactus Rd and
proximity to 51st Ave provide access to public transit bus routes connecting ASU West and
the light rail at MetroCenter. A large commercial parcel to the north across Cactus Rd is
anchored by a grocery store and single family residential to the east make this property a
great candidate for a mixed-use development that adds housing units to the neighborhood,
with an emphasis on bridging/buffering between the commercial parcel and the adjacent
single family neighborhoods.
Added housing units would enhance public safety for nearby single family residential
neighborhoods by putting more “eyes on the street” (and canal path). Ground floor retail type
commercial could house a coffee shop, restaurant, neighborhood wine bar or small offices.
Boosting neighborhood density supports the neighborhood’s access to high quality fresh food
by providing additional customers to the grocery store adjacent to this site.
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 11 OF 22
Page 552
Case Study #2: 1010 W Thunderbird Rd
Narrative: Applicant’s submittal proposed rezoning the project site from R-0 to Planned Unit
Development (PUD) to allow development of a self storage facility in a residential
neighborhood.
Proposed site in white. Surrounding zoning in green. Existing self storage shown with 1 and 5 mile radii.
Status: Withdrawn
Parcel: 208-27-743
Parcel Size: 3.7 acres
General Plan Land Use Map: Residential 2 to 3.5 dwelling units per acre
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 12 OF 22
Page 553
Case Study #2 - 1010 W Thunderbird Rd (continued)
Proposed site plan. Proposed building elevations.
Analysis: This project was ultimately withdrawn by the applicant, and for good reason. But it
remains a useful case study in the way that developers understand neighborhoods and
project sites.
Moon Valley is a unique neighborhood in North Phoenix located to the North of Shaw Butte
and North Mountain. Large lot sizes and large single-story homes are common, and many of
them are situated around Moon Valley Country Club and golf course. Residents take pride in
being part of an older, established neighborhood that has been well-maintained over the years
and remains a highly desirable place to live.
Commercial activity on the Thunderbird Corridor is concentrated at major North/South arterial
streets like 7th Street, and 19th Avenue. There is virtually no commercial activity dispersed
into the neighborhood between these arterial intersections.
The developer claimed—without providing evidence—that the area is “underserved and the
need for this type of quality, self storage facility exists”, when in fact there are 48 self storage
facilities within a 5 mile radius of this site.
This project would have been completely inappropriate for the site, despite the developer’s
assurances that “self storage uses have very little activity and very little daily vehicular traffic”.
Single family residences to the east across Coral Gables face the project site, and no matter
how tasteful the design—the proposal was withdrawn before the community had a robust
opportunity to comment publicly on it.
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 13 OF 22
Page 554
APPENDIX 1: Listing of Self Storage Facilities
Table 1: Self Storage Facilities within 1 mile
DISTANCE
FACILITY NAME ADDRESS MILES
Valley Self Storage 11000 Cave Creek Rd, Phoenix, AZ 85020 0.09
U-Haul Neighborhood Dealer 10840 N Cave Creek Rd, Phoenix, AZ 85020 0.16
Life Storage - Phoenix 1201 E Cinnabar Ave, Phoenix, AZ 85020 0.77
North Phoenix Self Storage 9850 N Cave Creek Rd, Phoenix, AZ 85020 0.84
Total Self Storage Facilities within 1 mile 4
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 14 OF 22
Page 555
Table 2: Self Storage Facilities within 5 miles
DISTANCE
FACILITY NAME ADDRESS MILES
Arizona Mini Storage 12650 N Cave Creek Rd, Phoenix, AZ 85022 1.23
CubeSmart Self Storage 533 E Dunlap Ave, Phoenix, AZ 85020 1.67
Extra Space Storage 10815 N 32nd St, Phoenix, AZ 85028 2.06
Advantage Storage 13845 N 7th St, Phoenix, AZ 85022 2.07
Life Storage - Phoenix 10155 N 32nd St, Phoenix, AZ 85028 2.07
Storage King USA 10411 N 19th Ave, Phoenix, AZ 85021 2.96
Public Storage 11236 N 19th Ave, Phoenix, AZ 85029 3.03
Extra Space Storage 15626 N Cave Creek Rd, Phoenix, AZ 85032 3.04
Extra Space Storage 10250 N 19th Ave, Phoenix, AZ 85021 3.04
Extra Space Storage 2721 E Greenway Pkwy, Phoenix, AZ 85032 3.09
U-Haul Storage at 19th Ave 9404 N 19th Ave, Phoenix, AZ 85021 3.16
Fast and Ez Self Storage 2838 E Greenway Rd, Phoenix, AZ 85032 3.17
Extra Space Storage 2043 W Peoria Ave, Phoenix, AZ 85029 3.22
Extra Space Storage 16045 N Cave Creek Rd, Phoenix, AZ 85032 3.36
Armored Mini Storage 1650 E Lamar Rd, Phoenix, AZ 85016 3.42
Arizona Storage Inns - Self Storage - Phelps 1120 E Phelps Rd, Phoenix, AZ 85022 3.71
Extra Space Storage 10425 N 25th Ave, Phoenix, AZ 85021 3.76
Everest Self Storage - Bell Road 1025 E Bell Rd, Phoenix, AZ 85022 3.77
CubeSmart Self Storage 1628 E Bell Rd, Phoenix, AZ 85022 3.78
Life Storage - Phoenix 1928 E Bell Rd, Phoenix, AZ 85022 3.80
CubeSmart Self Storage 2045 N Northern Ave, Phoenix, AZ 85021 3.92
Extra Space Storage 6316 N 7th St, Phoenix, AZ 85014 4.04
U-Stor Self Storage - Greenway 3916 E Greenway Rd, Phoenix, AZ 85032 4.06
StorQuest Self Storage 3043 E Bell Rd, Phoenix, AZ 85032 4.13
I-17 Thunderbird Self Storage 2636 W Thunderbird Rd, Phoenix, AZ 85023 4.16
Extra Space Storage 17407 N Cave Creek Rd, Phoenix, AZ 85032 4.18
CONTINUED TO NEXT PAGE
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 15 OF 22
Page 556
Self Storage Facilities within 5 miles (continued)
DISTANCE
FACILITY NAME ADDRESS MILES
Life Storage - Phoenix 4602 E Thunderbird Rd, Phoenix, AZ 85032 4.19
New Self Storage Facility Planned* 2848 W Sweetwater Ave, Phoenix, AZ 85029 4.20
Public Storage 8150 N 24th Ave, Phoenix, AZ 85021 4.24
Sure-Lock Mini Storage 1121 W Bell Rd, Phoenix, AZ 85023 4.32
Life Storage - Phoenix 9809 N Metro Pkwy W, Phoenix, AZ 85051 4.39
Storage King USA 7090 N 19th Ave, Phoenix, AZ 85021 4.42
Life Storage - Phoenix 2019 W Glendale Ave, Phoenix, AZ 85021 4.59
Alta Vista Mini Storage 2750 W Northern Ave, Phoenix, AZ 85051 4.65
Extra Space Storage 3770 E Bell Rd, Phoenix, AZ 85032 4.67
U-Haul Moving & Storage 1935 W Bell Rd, Phoenix, AZ 85023 4.80
U-Stor Self Storage 17244 N 19th Ave, Phoenix, AZ 85023 4.91
U-Haul Moving & Storage of Paradise Valley 4110 E Bell Rd, Phoenix, AZ 85032 4.93
Total Self Storage between 1 and 5 miles 38
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 16 OF 22
Page 557
Table 3: Self Storage Facilities within 10 miles
DISTANCE
FACILITY NAME ADDRESS MILES
Public Storage 669 W Union Hills Dr, Phoenix, AZ 85027 5.08
Extra Space Storage 2718 W Glendale Ave, Phoenix, AZ 85051 5.18
Public Storage 19215 N Cave Creek Rd, Phoenix, AZ 85024 5.27
RightSpace Storage 17201 N Black Canyon Hwy, Phoenix, AZ 85023 5.39
Public Storage 1949 E Camelback Rd #21, Phoenix, AZ 85016 5.44
Extra Space Storage 3401 W Greenway Rd, Phoenix, AZ 85053 5.52
Life Storage - Phoenix 4747 N 16th St, Phoenix, AZ 85016 5.54
CubeSmart Self Storage 6316 N 27th Ave, Phoenix, AZ 85017 5.58
iStorage Self Storage 17811 N 25th Ave, Phoenix, AZ 85023 5.60
Public Storage 1954 W Union Hills Dr, Phoenix, AZ 85027 5.75
Phoenix Valley Mini Storage 3602 W Greenway Rd, Phoenix, AZ 85053 5.77
US Storage Centers 4817 N 7th Ave, Phoenix, AZ 85013 5.77
Dollar Self Storage 4170 W Peoria Ave, Phoenix, AZ 85029 5.84
Near Me Self Storage Units 4170 W Peoria Ave, Phoenix, AZ 85029 5.84
RightSpace Storage 717 W Pierson St, Phoenix, AZ 85013 5.84
Public Storage 1808 W Camelback Rd, Phoenix, AZ 85015 6.03
Public Storage 4423 N 24th St, Phoenix, AZ 85016 6.06
U-Haul Moving & Storage at Cave Creek 20618 N Cave Creek Rd, Phoenix, AZ 85024 6.09
Central Self Storage 9029 N 43rd Ave, Phoenix, AZ 85051 6.10
Arizona Storage Inns 3930 E Camelback Rd #100, Phoenix, AZ 85018 6.15
US Storage Centers 9304 N 43rd Ave, Glendale, AZ 85302 6.19
2550 E Mohawk Ln Suite 190, Phoenix, AZ
Dose Moving & Storage 6.20
CubeSmart Self Storage 2680 E Mohawk Ln, Phoenix, AZ 85050 6.21
Life Storage - Phoenix 4250 E Camelback Rd, Phoenix, AZ 85018 6.27
Extra Space Storage 2727 W Missouri Ave, Phoenix, AZ 85017 6.28
Life Storage - Phoenix 18625 N Tatum Blvd, Phoenix, AZ 85050 6.29
CONTINUED TO NEXT PAGE
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 17 OF 22
Page 558
Self Storage Facilities within 10 miles (continued)
DISTANCE
FACILITY NAME ADDRESS MILES
US Storage Centers 1940 E Indian School Rd, Phoenix, AZ 85016 6.33
StorQuest Self Storage 4141 N 7th St, Phoenix, AZ 85014 6.34
Prime Storage 2020 E Indian School Rd, Phoenix, AZ 85016 6.37
U-Haul Moving & Storage of Biltmore 2626 E Indian School Rd, Phoenix, AZ 85016 6.40
Extra Space Storage 4028 N 7th St, Phoenix, AZ 85014 6.48
Extra Space Storage 301 W Indian School Rd, Phoenix, AZ 85013 6.61
Deer Valley II Self Storage 20550 N 19th Ave, Phoenix, AZ 85027 6.73
Extra Space Storage 3443 E Indian School Rd, Phoenix, AZ 85018 6.73
Public Storage 18401 N 35th Ave, Phoenix, AZ 85053 6.75
Five SAC Self Storage Group 207 E Clarendon Ave, Phoenix, AZ 85012 6.77
StorQuest Self Storage 7048 N 43rd Ave, Glendale, AZ 85301 6.78
Life Storage - Phoenix 3325 N 16th St, Phoenix, AZ 85016 6.88
New Self Storage Facility Planned* 5051 W Cactus Rd, Glendale, AZ 85304 6.90
Dollar Self Storage 10550 N 51st Ave, Glendale, AZ 85302 7.00
U-Haul Moving & Storage at ASU West 12280 N 51st Ave, Glendale, AZ 85304 7.02
Life Storage - Scottsdale 7245 E Gold Dust Ave, Scottsdale, AZ 85258 7.07
StorAmerica Phoenix 24th 3114 N 24th St, Phoenix, AZ 85016 7.15
Life Storage - Scottsdale 10456 N 74th St, Scottsdale, AZ 85258 7.20
U-Haul Moving & Storage at 51st Ave & Northern 4950 W Northern Ave, Glendale, AZ 85301 7.21
Central Self Storage 5240 W Cactus Rd, Glendale, AZ 85304 7.23
US Storage Centers 2331 W Indian School Rd, Phoenix, AZ 85015 7.27
RightSpace Storage 4200 N Black Canyon Hwy, Phoenix, AZ 85017 7.28
Guardian Self Storage 6710 N 46th Ave, Glendale, AZ 85301 7.28
US Storage Centers 2563 W Indian School Rd, Phoenix, AZ 85017 7.44
Life Storage - Scottsdale 7301 E Acoma Dr, Scottsdale, AZ 85260 7.49
Public Storage 2829 E Thomas Rd, Phoenix, AZ 85016 7.49
CONTINUED TO NEXT PAGE
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 18 OF 22
Page 559
Self Storage Facilities within 10 miles (continued)
DISTANCE
FACILITY NAME ADDRESS MILES
Life Storage - Phoenix 20001 N 35th Ave, Phoenix, AZ 85027 7.52
CubeSmart Self Storage 13851 N 73rd St, Scottsdale, AZ 85260 7.56
Self Storage & File Storage 307 W Thomas Rd, Phoenix, AZ 85013 7.56
North Phoenix Storage 21835 N 21st Ave, Phoenix, AZ 85027 7.58
Deer Valley Mini & RV Storage Phoenix 1930 W Adobe Dr, Phoenix, AZ 85027 7.58
U-Haul Moving & Storage at 51st & Glendale 5024 W Glendale Ave, Glendale, AZ 85301 7.62
Extra Space Storage 3615 N 27th Ave, Phoenix, AZ 85017 7.68
U-Haul Moving & Storage at I-17 & Deer Valley 21621 N 26th Ave, Phoenix, AZ 85027 7.71
CubeSmart Self Storage 7007 E Bell Rd, Phoenix, AZ 85254 7.71
Central Self Storage 5142 N 43rd Ave, Glendale, AZ 85301 7.84
U-Haul Moving & Storage at West Camelback Rd 4240 W Camelback Rd, Phoenix, AZ 85019 7.95
Grand Avenue Mini-Storage 3636 Grand Ave, Phoenix, AZ 85019 7.99
Life Storage - Glendale 4616 Grand Ave, Glendale, AZ 85301 7.99
Corporate office & storage 2540 W Adobe Dr, Phoenix, AZ 85027 8.02
Cactus Self Storage 12160 N 59th Ave, Glendale, AZ 85304 8.03
Public Storage 4725 N 43rd Ave, Phoenix, AZ 85031 8.03
StorAmerica Bell Rd 16804 N 53rd Ave, Glendale, AZ 85306 8.06
Premier RV & Self Storage 22230 N Black Canyon Hwy, Phoenix, AZ 85027 8.07
The Collective Self Storage 2015 N 16th St, Phoenix, AZ 85006 8.07
All My Sons Moving & Storage 4012 W Turney Ave B1, Phoenix, AZ 85019 8.07
Life Storage - Glendale 5256 W Bell Rd, Glendale, AZ 85308 8.10
Life Storage - Scottsdale 7550 E Paradise Ln, Scottsdale, AZ 85260 8.17
Extra Space Storage 13902 N 59th Ave, Glendale, AZ 85306 8.20
Anytime Storage 3055 N 30th Ave, Phoenix, AZ 85017 8.29
Public Storage 14401 N Hayden Rd, Scottsdale, AZ 85260 8.35
Extra Space Storage 2816 W Thomas Rd, Phoenix, AZ 85017 8.38
CONTINUED TO NEXT PAGE
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 19 OF 22
Page 560
Self Storage Facilities within 10 miles (continued)
DISTANCE
FACILITY NAME ADDRESS MILES
Storage Garage Rentals 3611 N 36th Ave, Phoenix, AZ 85019 8.40
U-Haul Moving & Storage at Phoenix Airport 2345 E McDowell Rd, Phoenix, AZ 85006 8.43
StorAmerica Self Storage - Phoenix 49th 4950 E Thomas Rd, Phoenix, AZ 85018 8.47
Key Storage - Indian School Rd 4002 W Indian School Rd, Phoenix, AZ 85019 8.50
Devon Self Storage 4010 W Indian School Rd, Phoenix, AZ 85019 8.52
EZY-WAY Mini Storage 5155 W Luke Ave, Glendale, AZ 85301 8.53
1st Choice Moving & Storage 2804 N 29th Ave #101, Phoenix, AZ 85009 8.57
Public Storage 2421 N Black Canyon Hwy, Phoenix, AZ 85009 8.61
Paradise Mini Storage 5913 W Paradise Ln, Glendale, AZ 85306 8.66
StorAmerica Phoenix 52nd 2845 N 52nd St, Phoenix, AZ 85008 8.66
Guardian Self Storage 3131 E McDowell Rd, Phoenix, AZ 85008 8.67
StorQuest Self Storage 1616 E Portland St, Phoenix, AZ 85006 8.71
Arizona Storage Inns 3201 W Thomas Rd, Phoenix, AZ 85017 8.76
Public Storage 8122 E Paradise Ln, Scottsdale, AZ 85260 8.87
Store Here Self Storage 6129 N 59th Ave, Glendale, AZ 85301 8.90
Public Storage 4034 E McDowell Rd, Phoenix, AZ 85008 8.92
StorQuest Self Storage 9240 N 67th Ave, Glendale, AZ 85302 9.02
Glendale Storage Company 13982 N 67th Ave, Glendale, AZ 85306 9.12
US Storage Centers 5801 W San Miguel Ave, Glendale, AZ 85301 9.12
Public Storage 8889 E Desert Cove Ave, Scottsdale, AZ 85260 9.14
SmartStop Self Storage - Phoenix 1740 W Happy Valley Rd, Phoenix, AZ 85085 9.22
Dollar Self Storage 24703 N 23rd Ave, Phoenix, AZ 85085 9.28
Near2Me Self Storage Units Phoenix 608 N 5th Ave, Phoenix, AZ 85003 9.30
U-Haul Moving & Storage at I-17 & McDowell 2235 W McDowell Rd, Phoenix, AZ 85009 9.32
Public Storage 6443 W Bell Rd, Glendale, AZ 85308 9.35
Greenway Mini Storage 6718 W Greenway Rd #108, Peoria, AZ 85381 9.36
CONTINUED TO NEXT PAGE
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 20 OF 22
Page 561
Self Storage Facilities within 10 miles (continued)
DISTANCE
FACILITY NAME ADDRESS MILES
Extra Space Storage 5115 N 59th Ave, Glendale, AZ 85301 9.36
U-Haul Moving & Storage at Papago Park 4950 E McDowell Rd, Phoenix, AZ 85008 9.38
U-Haul Moving & Storage at 67th & Bell 6544 W Bell Rd, Glendale, AZ 85308 9.53
Central Self Storage 7118 N 67th Ave, Glendale, AZ 85301 9.54
U-Stor Self Storage - Sky Harbor 3501 E Van Buren St, Phoenix, AZ 85008 9.67
Public Storage 841 E Jefferson St, Phoenix, AZ 85034 9.69
Life Storage - Phoenix 900 N 48th St, Phoenix, AZ 85008 9.70
StorQuest Self Storage 9350 N 94th St, Scottsdale, AZ 85258 9.74
StorageMax 6757 N Pima Rd, Scottsdale, AZ 85250 9.74
Storage Sense - Phoenix 3122 E Washington St, Phoenix, AZ 85034 9.74
Storage Sense - Phoenix 3036 E Washington St, Phoenix, AZ 85034 9.74
Suncrest Mini Storage 7410 W Peoria Ave, Peoria, AZ 85345 9.80
9405 E Doubletree Ranch Rd, Scottsdale, AZ
CubeSmart Self Storage 9.83
Extra Space Storage 3636 E Washington St, Phoenix, AZ 85034 9.87
Public Storage 6208 N 67th Ave, Glendale, AZ 85301 9.87
Public Storage 3027 N 70th St, Scottsdale, AZ 85251 9.88
Guardian Self Storage 4027 E Van Buren St, Phoenix, AZ 85008 9.88
Public Storage 6015 N 67th Ave, Glendale, AZ 85301 9.88
Scottsdale Storage Solutions 6900 E Thomas Rd, Scottsdale, AZ 85251 9.90
StorQuest Self Storage 2130 W Van Buren St, Phoenix, AZ 85009 9.91
Extra Space Storage 11990 N 75th Ave, Peoria, AZ 85345 9.97
StorAmerica Thomas 6933 E Thomas Rd, Scottsdale, AZ 85251 9.99
Chambers Self Storage 5728 N 67th Ave, Glendale, AZ 85301 10.00
Total Self Storage between 5 and 10 miles 127
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 21 OF 22
Page 562
APPENDIX 2: CITATIONS
1. Market Trends & Sector Outlook U.S. Self Storage H1 2023 - Cushman & Wakefield
https://melestoragegroup.com/wp-content/uploads/2023/08/CWSSAG_Self-Storage-Performance-
Quarterly-Overview-2023-H1_WEB.pdf
2. Four Property Wrongs of Self-Storage Law - Jeffrey Douglas Jones - Associate Professor of Law,
Lewis & Clark Law School; J.D., The University of Michigan Law School-Ann Arbor; Ph.D. Philosophy,
The University of Wisconsin-Madison
https://www.pnrc.net/wp-content/uploads/2011/08/Four-Property-Wrongs-of-Self-Storage.pdf
3. Phoenix Self Storage Market Statistics: Rent Prices, Local Inventory and Development Trends (June
2023) - StorageCafe
https://www.storagecafe.com/self-storage-industry-statistics/us/az/phoenix/
4. “Pawtucket looks to put limits on self-storage” - Ethan Shorey - Valley Breeze
https://www.valleybreeze.com/news/pawtucket-looks-to-put-limits-on-self-storage/
article_3cc43784-4b0d-11ee-bd69-835222c2a2b6.html
5. “Too many things to keep for the future?” - Sharon Macdonald, Jennie Morgan and Harald Fredheim
https://www.jstor.org/stable/j.ctv13xps9m.16
6. “The Self-Storage Transformation: Once Overlooked, This Specialty Property Now Is Packed With
Opportunities” - C. William Barnhill, CCIM, and Michael McCune
https://www.ccim.com/cire-magazine/articles/self-storage-transformation/
7. “Self-storage Market Revenues to Reach USD 72.15 billion by 2028 - Market Size, Share, Forecasts, & Trends
Analysis Report” - Mordor Intelligence - 07/26/2023
https://finance.yahoo.com/news/self-storage-market-revenues-reach-133000991.html
ANALYSIS & COMMENTARY
IN OPPOSITION TO SELF STORAGE
09/20/2023 BY: SHANE GORE / FUTURE PHX PAGE 22 OF 22
Page 563
Policy Paper #2
Addendum #1
Additional Background, Analysis, &
Commentary on Z-32-23-3
Application to Rezone
1602 E Desert Cove
View from the Subject Property. The white building with blue stripes is Valley
Self Storage, less than two tenths of a mile away.
09/26/2023 BY: SHANE GORE
Page 564
Table of Contents
Table of Contents 2
Application Evaluation 4
General Plan Land Use Map Designation 4
North Mountain Village Character Plan 4
Neighborhood Character 4
Impact On Surrounding Properties 5
PlanPHX Considerations 6
Vision of “The Connected Oasis” 6
Community Benefits 6
Prosperity 6
Health 6
Environment 6
Core Values 6
Connect People & Places 6
Build The Sustainable Desert City 6
Strengthen Our Local Economy 7
Celebrate Our Diverse Communities & Neighborhoods 7
Create an Even More Vibrant Downtown 7
Commentary 8
Subject Property 8
Adjacent Property 8
History of Applicant’s Ownership of Subject Property 10
Introduction 10
Condition of Subject Property Prior to Purchase 10
Condition of Subject Property from Purchase to Today 11
Current Conditions of Subject Property and Surrounding Areas 38
Condition of Subject Property on September 21, 2023 38
Current Condition of Adjacent Property on September 21, 2023 40
Photos of Mountain Views from Rear of Subject Property 42
Examples of Existing Multi-Family Housing in the Neighborhood 43
09/26/2023 BY: SHANE GORE
Page 565
Appendix 1 - Supplemental Documentation 45
Code Enforcement Cases 45
PEF2010-11167 1602 E Desert Cove 45
PEF2011-05402 1602 E Mescal 45
PEF2016-45109 1602 E Desert Cove 45
PEF2017-30813 1602 E Mescal 45
PEF2018-38948 1602 E Mescal 45
PEF2019-26580 1602 E Desert Cove 45
Tax Information 45
Tax Information 1602 E Desert Cove - Parcel 166-23-003 45
Tax Information 1602 E Desert Cove - Parcel 159-21-044A 45
09/26/2023 BY: SHANE GORE
Page 566
Application Evaluation
General Plan Land Use Map Designation
The General Plan Land Use Map designates the Subject Property Parks/Open Space -
Publicly Owned. The Subject Property is not publicly-owned, and is not currently planned for
future parks or open space.
Land to the west of the Subject Property is generally zoned C-3, with some of the parcels
being developed with commercial uses, and others developed as Multi-Family Housing. The
Subject Property is immediately adjacent to a large multi-family community to the southwest.
Additional multi-family housing communities are located to the south of the Subject Property.
North Mountain Village Character Plan
The North Mountain Village Character Plan approved and adopted into the Phoenix General
Plan is not consistent with the applicant’s proposed use as a self storage facility.
The village character plan locates more intense commercial uses along the Cave Creek Road
corridor. The Subject Property is not located directly adjacent to Cave Creek Road but is
instead set back behind other commercial properties, similar to other properties developed as
multi-family housing in the nearby area.
Self storage is not a use consistent with the goals of the North Mountain Village Character
Plan, and would have negative impacts to nearby residential properties.
Neighborhood Character
Sunnyslope is an established residential community south of North Mountain. Characteristic
to the area are a wide variety of residential housing types and units. A limited amount of land
area has been developed into commercial corridors serving the community—but the overall
character of the community remains predominantly residential.
In addition to the residential character of the broader area, there are already two existing self
storage facilities less than 1/4 of a mile away, including a large facility that is directly across
Cave Creek Road and is visible from the subject property. The neighborhood character does
not require, and cannot sustain additional less-intensive commercial uses like self storage.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/26/2023 1602 E DESERT COVE PAGE 4 OF 45
Page 567
Impact On Surrounding Properties
The existing current condition of the Subject Property is blighted and full of inoperable
vehicles and other debris, offering little or no opportunity for property theft or other criminal
activities.
Developing a self storage facility on the Subject Property will create a veritable oasis where
thieves and other criminals can target the personal property of storage customers with little or
no obstacle. Commercial operations to the west and north are daytime operations, and the
mountain preserve to the east provides a setting where criminals can act in secrecy and
privacy. This criminal activity is likely to spill over and impact existing residential and
commercial properties in the neighborhood.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/26/2023 1602 E DESERT COVE PAGE 5 OF 45
Page 568
PlanPHX Considerations
Vision of “The Connected Oasis”
With the exception of a few token bike racks—the proposed project does not contribute to a
more “connected” city.
Community Benefits
Prosperity
The proposed project does not benefit the prosperity of the city or community. Self storage
facilities create few jobs, and while the storage of personal property can be a convenient
service—it does not drive customer traffic or encourage secondary uses within the area.
Health
The proposed project does not provide benefit to the health of the city or the community.
Environment
The proposed project does not benefit the environment in the city or the community. The
Subject Property’s existing condition suggests the possibility of environmental hazards such
as oil, solvents, or other chemicals leaching into the soil from stored inoperable vehicles and
other debris.
Core Values
Connect People & Places
The proposed project does not connect people and places. The project will not contribute
density or vitality to the neighborhood due to it’s nature as a place designated for dead
storage.
Build The Sustainable Desert City
The proposed project does not contribute to building the sustainable desert city. Self storage
enables and encourages the accumulation of more physical personal property than most
people need or can reasonably store within the home.
Additionally, a broader analysis of the regulatory environment standard contractual terms of
self storage facilities reveals that the storage of personal property with “sentimental value”,
personal property with identity or welfare functions (CPAP machines, etc.), or personal
property of even moderate monetary value are frequently prohibited by lease terms and
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/26/2023 1602 E DESERT COVE PAGE 6 OF 45
Page 569
unprotected by legislation. Jeffrey Douglas Jones* coined “The Crap Rule” to describe the
result of these regulatory and contractual shortcomings: “The sole product of the self storage
industry is the storage of crap—personal property that tenants neither highly value nor much
need—and only crap. Tenants who know their rights are foolish to store any personal property
with welfare functions, and are in breach of contract for storing personal property with identity
functions.”
*Jeffrey Douglas Jones, Associate Professor of Law, Lewis & Clark Law School; J.D., The University of
Michigan Law School-Ann Arbor; Ph.D. Philosophy, The University of Wisconsin-Madison.
Strengthen Our Local Economy
The proposed project does not strengthen our local economy. Self storage creates few jobs
and the profits are likely to be concentrated to just one or two individuals. Self storage does
not create or encourage secondary uses or complementary development in the surrounding
area.
Celebrate Our Diverse Communities & Neighborhoods
The neighborhood containing the proposed project already contains two self storage facilities,
and adding a third will have a negative effect on the diversity of the community. Communities
which are immediately adjacent to mountain preserves are often starved of appropriate city
densities because there are no people within the preserves, and prior land use planning has
failed to identify the needed densities to achieve diverse and vibrant neighborhoods that
contain the building blocks of daily human life—grocery stores, restaurants, schools, parks,
social gathering spots and other uses.
Create an Even More Vibrant Downtown
The proposed project does not support the core value of creating an even more vibrant
downtown.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/26/2023 1602 E DESERT COVE PAGE 7 OF 45
Page 570
Commentary
Subject Property
On 9/20/2023 before the North Mountain Village Planning Committee, the Applicant’s
representative Marty Hall stated that the Subject Property contains two residential structures
and that the property is currently rented.
Based on the photographic history of the property—the timing of derelict vehicles and
outdoor storage appearing on the property after the applicant purchased the property, and
the consistent appearance in aerial photos of certain items from year to year—there is
substantial reason to believe that the applicant controlled the subject property either
personally or through a business entity or partnership for the duration of applicant’s
ownership.
The presence of derelict vehicles on the subject property for nearly 20 years as well as the
presence of an unsanctioned auto repair business (as documented by Code Enforcement
Case PEF2011-05402 Violation Code: 41-608C8A COMMERCIAL BUSINESS IN A
RESIDENTIAL), suggest that there is a significant likelihood that oils, solvents, or other
chemicals may have been spilled onto or allowed to absorb into the soils on site.
To date—the applicant has not provided an environmental study identifying whether the
Subject Property is suitable for habitation or development without environmental remediation
first being performed on the site.
The potential for environmental contamination is an extremely serious one, given the location
of the subject property within the Phoenix Mountain Preserves, and the presence of natural
desert washes adjacent to the site.
Multiple separate Code Enforcement Cases demonstrate the applicant’s repeated failure to
maintain the Subject Property in compliance with the existing R1-10 zoning.
Adjacent Property
The applicant has stated an intention to rezone the Subject Property to C-3 in order to
combine it with the Adjacent Property which is already zoned C-3.
Despite the existing C-3 zoning of the Adjacent Property, Code Enforcement Cases have
documented the applicant’s failure to maintain the Adjacent Property in compliance with
the applicable C-3 zoning.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 8 OF 45
Page 571
Code Enforcement Cases have also documented the applicant’s failure to maintain the
Adjacent Property free of weeds, dead grasses, debris and other outdoor storage.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 9 OF 45
Page 572
History of Applicant’s Ownership of Subject Property
Introduction
According to tax records for the subject property, the applicant Terrance Maglio (with Paige
Maglio) purchased Parcels 166-23-003 and 159-21-044A on October 16, 2003. Parcel
166-23-003 (the “Subject Property”) is 1.2 acres and is zoned R1-10. Parcel 159-21-044A (the
“Adjacent Property”) is .305 acres and is zoned C-3. Both parcels are identified in tax records
with the address 1602 E Desert Cove Ave. Other records identify one or both parcels with the
address 1602 E Mescal St.
Condition of Subject Property Prior to Purchase
PS2 S1
PS1
SS1
2002 December
Aerial photography technology has improved substantially since 2002 when the above photo
was taken in December 2002. In this photo from prior to the applicant’s ownership, Parcel
166-23-003 can be viewed with two primary structures (PS1 & PS2), one secondary structure
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 10 OF 45
Page 573
2004 November - December
(SS1), scattered vegetation, and some unidentified objects that appear to be small sheds (S1),
dog houses, yard decorations or other small items.
Condition of Subject Property from Purchase to Today
Approximately two months after the applicant purchased the property, publicly available aerial
photos taken between December 2003 and January 2004 appear to show the beginning of
vehicle storage and outdoor storage on the Subject Property.
At this time, no vehicles or outdoor storage appear to be present on Adjacent Property, and
this parcel appears to be vacant.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 11 OF 45
Page 574
2006 January - February
Approximately one year after purchasing the subject property, numerous vehicles as well as
outdoor storage are visible in publicly available aerial photos of the Subject Property.
Vehicle storage also becomes visible on the Adjacent Property in the above aerial photo. The
condition of the stored vehicles at the time of the photo is unknown, but the appearance of
the property is consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 12 OF 45
Page 575
Derelict vehicles and outdoor storage continued to accumulate on Subject Property in
January - February 2006, as shown in the publicly available aerial photo above.
Additional vehicles, trailers, and outdoor storage are visible on Adjacent Property. The
condition of these vehicles and trailers at the time of the photo is unknown, but the
appearance of the property is consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 13 OF 45
Page 576
2006 October - November
At the time of the above photo, Subject Property contained numerous apparently inoperable
vehicles, and outside storage.
Adjacent Property contains numerous vehicles, the condition of which at the time of the photo
is unknown, but appears consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 14 OF 45
Page 577
2007 October - 2008 January
In October 2007—four years after purchasing the property—Subject Property contains a
significant number of vehicles that appear consistent with inoperable or unlicensed vehicles.
Additionally, the parcel appears to contain multiple dump trucks and a series of bins/
dumpsters consistent with a scrap metal, recycling, or refuse collection business.
At the time this photo was taken, Adjacent Property is full with stored vehicles, trailers, and
other items. The condition of the vehicles and trailers in the photo is unknown, but appears
consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 15 OF 45
Page 578
2008 October - December
At the time the above photo was taken, it appears the bins/dumpsters likely associated with a
scrap metal, recycling, or refuse collection business have been removed from Subject
Property. Dump trucks, vehicles, and outdoor storage remain on the parcel.
Adjacent Property remains full with stored vehicles and trailers. The condition of the vehicles
at the time of the photo is unknown, but appears consistent with inoperable or unlicensed
vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 16 OF 45
Page 579
2009 May - June
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 17 OF 45
Page 580
2009 October - November
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 18 OF 45
Page 581
2010 September - October
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
In March 2010, Code Enforcement Case PEF2010-11167 was opened by the City of Phoenix
for the following violations on the Adjacent Property:
• Violation Code: 41-702A2 PARKING PLAN
Violation Description: Cease parking or using lot with out an approved parking plan.
Contact Planning.
• Violation Code: 39-7D VEGETATION
Violation Description: Remove the patches of high vegetation, weeds on vacant lot.
• Violation Code: 39-7A TRASH/LITTER
Violation Description: Remove the inoperable vehicles, auto parts, wood, metal and
miscellaneous trash on vacant property.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 19 OF 45
Page 582
• Violation Code: 41-624C C-3 REQUIREMENTS
Violation Description: Cease the storage of vehicles, equipment, metal on vacant lot.
Acquire an approved site plan for use. Contact Planning.
• Violation Code: 41-624D C-3 USE
Violation Description: Cease the storage of vehicles, equipment, metal on vacant lot.
Acquire an approved site plan for use. Contact Planning. STORAGE OF UNLICENSED/
INOPERABLE VEHICLES VISIBLE FROM OFF THE PROPERTY IS NOT ALLOWED IN
A C-3 ZONE.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 20 OF 45
Page 583
2011 September - October
Subject Property continues to contain numerous stored vehicles and other outdoor storage.
Some portion of the outdoor storage appears to have been shifted from Adjacent Property in
order to comply with code enforcement.
Code Enforcement Case PEF2010-11167 for the Adjacent Property was closed and the
disposition status set to “Compliance” in October/November 2010 and the above photo
appears to show a cleaned-up Adjacent Property—nearly free of storage—and apparently
free of all derelict vehicle storage.
Code Enforcement Case PEF2011-05402 was opened in February 2011 on Subject Property
for the following violations:
• Violation Code: 39-7G NON D/P
Violation Wording: Motor vehicles and trailers shall not be parked, maneuvered or stored
upon a lot or area within the city that is not dust free.
• Violation Code: 39-7A TRASH/LITTER
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 21 OF 45
Page 584
Violation Description: Remove the scrap wood, metal, auto parts and any miscellaneous
trash on property.
• Violation Code: 41-608C8E OUTDOOR STORAGE IN A RESIDENTIAL ZONE
Violation Description: Remove the outside storage of vehicles, auto parts, wood, metal
and any miscellaneous outside storage on property.
The above violations were resolved on 12/21/2011 with a disposition of “Compliance”.
• Violation Code: 41-611B R1-10 SPECIAL REQUIREMENTS
Violation Wording: Not complying with the correct special requirements for a R1-10 Single-
Family Residence District.
• Violation Code: 41-611B R1-10 REQUIREMENTS
Violation Wording: Not complying with the correct requirements for a R1-10 Single-Family
Residence District.
• Violation Code: 41-608C8A COMMERCIAL BUSINESS IN A RESIDENTIAL
Violation Description: Cease auto repair business on property.
The above violations were resolved on 6/08/2011 with a disposition of “Compliance”.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 22 OF 45
Page 585
2012 October - December
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 23 OF 45
Page 586
2012 October - December
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 24 OF 45
Page 587
2013 September - November
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 25 OF 45
Page 588
2014 September - November
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 26 OF 45
Page 589
2015 November - 2016 February
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 27 OF 45
Page 590
2016 September - December
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
In December 2016, Code Enforcement Case PEF2016-45109 was opened by the City of
Phoenix for the following violations on both parcels:
• Violation Code: 39-6A EXT. SURFACES
Corrective Action: Repair, replace and/or remove exterior surfaces; walls; windows; doors
so as to be free of deterioration. Estimated cost to abate does not include the possible
removal of environmentally hazardous substances.
• Violation Code: 39-8B5 NUISANCE
Violation Description: APN# 159-21-044A. This is a Board Up/Securement Notice. There is
a vacant and unsecured structure with open, broken, or missing windows and/or doors. All
openings on all vacant structures must be intact and locked or secured in
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 28 OF 45
Page 591
accordance with the attached City of Phoenix Board Up/Securement Specifications.
• Violation Code: 39-7A TRASH/LITTER
Violation Description: APN# 159-21-044A. There is a discarded bike and other litter/debris
on the property.
• Violation Code: 41-702B3 NON-DUST PROOF PARKING
Violation Description: PLEASE STOP PARKING ON NON DUSTPROOF PAVING
SURFACES THAT DO NOT MEET CITY CODE REQUIREMENTS.
• Violation Code: 41-624D C-3 USE
Violation Description: APN# 159-21-044A. STORAGE OF AUTOMOBILES, TRAILERS,
AND DEAD STORAGE; STORAGE OF BUILDING CONTRACTOR EQUIPMENT AND
BUILDING MATERIALS ON A C-3 ZONED ZONING DISTRICT. THESE USES ARE ONLY
ALLOWED IN A-1 AND A-2 ZONING DISTRICTS. PLEASE REMOVE ALL VEHICLES,
TRAILERS, DEAD STORAGE, CONTRACTOR EQUIPMENT, AND BUILDING MATERIALS
FROM THE PROPERTY.
• Violation Code: 39-7D VEGETATION
Violation Description: PLEASE CUT AND REMOVE ALL WEEDS OVER SIX INCHES ON
THE PROPERTY. * OVERGROWN WEEDS/ GRASS IN EXCESS OF SIX INCHES AND
DEAD VEGETATION. INCLUDES THE FRONT, SIDE AND REAR YARDS.
VEGETATION MUST BE MAINTAINED AT ALL TIMES.
• Violation Code: 41-624C C-3 REQUIREMENTS
Violation Description: APN# 159-21-044A. STORAGE OF AUTOMOBILES, TRAILERS,
AND DEAD STORAGE; STORAGE OF BUILDING CONTRACTOR EQUIPMENT AND
BUILDING MATERIALS ON A C-3 ZONED ZONING DISTRICT. THESE USES ARE ONLY
ALLOWED IN A-1 AND A-2 ZONING DISTRICTS. PLEASE REMOVE ALL VEHICLES,
TRAILERS, DEAD STORAGE, CONTRACTOR EQUIPMENT, AND BUILDING MATERIALS
FROM THE PROPERTY.
• Violation Code: 41-701A REGULATIONS
Violation Wording: Not complying with the required bulk regulations.
Code Enforcement Case PEF2016-45109 was closed with a disposition of “Compliance”
in July 2017.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 29 OF 45
Page 592
2017 September - November
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The condition of vehicles and trailers stored on Adjacent Property is unknown, but appears
consistent with inoperable or unlicensed vehicles.
In July 2017, Code Enforcement Case PEF2017-30813 was opened by the City of Phoenix for
the following violations:
• Violation Code: 39-7H OUTSIDE STORAGE
Violation Wording: Maintaining the outside storage of building or landscaping materials,
machinery, appliances, inoperable vehicles, and personal property, such as household
goods, boxes, or furniture not placed for outdoor use, visible from beyond the bounds of
the property.
• Violation Code: 39-7A TRASH/LITTER
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 30 OF 45
Page 593
Violation Wording: Maintaining an accumulation of garbage, debris, rubble, hazardous
waste, or blight, which includes but is not limited to: bottles papers, glass, cans, organic
or inorganic material, an accumulation of inoperable vehicles, discarded, broken or
inoperable appliances, etc.
Code Enforcement Case PEF2017-30813 was closed with a disposition of “No
Resolution” in August 2017.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 31 OF 45
Page 594
2018 September - December
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
Adjacent Property contains only one trailer and does not appear to have any litter or debris at
the time this photo was taken.
On 10/02/2018, Code Enforcement Case PEF2018-38948 was opened for 1602 E Mescal St
with the following violations:
• Violation Code: 39-7A TRASH/LITTER
This Code Enforcement Case was closed 10/10/2018 with a disposition of “No Violation”.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 32 OF 45
Page 595
2019 September - December
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
Adjacent Property contains only one trailer and does not appear to have any litter or debris at
the time this photo was taken.
On 6/5/2019, Code Enforcement Case PEF2019-26580 was opened for 1602 E Desert Cove
Ave with the following violations:
• Violation Code: 39-6A EXT. SURFACES
Violation Description: Securement Notice. Maintaining a vacant structure that has boarded
windows visible from the street for more than 90 days. Corrective Action: Replace boarded
windows visible from the street with glass or Polycarbonate material per attached City
Specifications.
• Violation Code: 39-7D VEGETATION
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 33 OF 45
Page 596
Violation Description: There is grass/weeds over six inches tall in all yards. Remove dead
trees or bushes on property.
• Violation Code: 39-8B5 NUISANCE
Violation Description: This is a Board Up/Securement Notice. There is a vacant and
unsecured structure with open, broken, or missing windows and/or doors. All openings on
all vacant structures (including storage structures) must be intact and locked or secured in
accordance with the attached City of Phoenix Board Up/Securement Specifications. Wood
used to secure openings must be painted.
• Violation Code: 39-7A TRASH/LITTER
Violation Description: There is scattered debris in all yards.
This code enforcement case was closed on 7/26/2019 with a disposition of “Closed -
Work Completed”.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 34 OF 45
Page 597
2020 October - November
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The Adjacent Property appears to contain a single trailer at the time of this photo.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 35 OF 45
Page 598
2021 September - November
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The Adjacent Property again appears to contain inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 36 OF 45
Page 599
2022 September - October
At the time the above photo was taken, Subject Property contained numerous stored
vehicles, outdoor storage, and an apparent accumulation of trash and debris.
The Adjacent Property again appears to contain inoperable or unlicensed vehicles.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 37 OF 45
Page 600
Current Conditions of Subject Property and Surrounding Areas
Condition of Subject Property on September 21, 2023
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 38 OF 45
Page 601
TOP: View NE from entrance to Subject Property.
BOTTOM: View NE from SW corner of Subject Property.
TOP: View SW of Subject Property from Flood Control Earthform.
BOTTOM: View SW of Subject Property from Flood Control Earthform.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 39 OF 45
Page 602
Current Condition of Adjacent Property on September 21, 2023
TOP: View N of Adjacent Property from entrance to Subject Property.
BOTTOM: View SE of Adjacent Property from NW corner of Adjacent Property.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 40 OF 45
Page 603
TOP: View W of Adjacent Property from NW corner of Adjacent Property.
BOTTOM: View SE of Adjacent Property from NW corner of Adjacent Property.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 41 OF 45
Page 604
Photos of Mountain Views from Rear of Subject Property
TOP: View E/NE of Flood Control Dam from W end of dam.
BOTTOM: View E of Flood Control Dam from W end of dam.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 42 OF 45
Page 605
Examples of Existing Multi-Family Housing in the Neighborhood
TOP: View of Existing Multi-Family Housing in the area south of the Subject Property.
BOTTOM: View of Existing Multi-Family Housing in the area south of the Subject Property.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 43 OF 45
Page 606
TOP: View of Existing Multi-Family Housing in the area south of the Subject Property.
BOTTOM: View of Existing Multi-Family Housing in the area south of the Subject Property.
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 44 OF 45
Page 607
Appendix 1 - Supplemental Documentation
Code Enforcement Cases
PEF2010-11167 1602 E Desert Cove
PEF2011-05402 1602 E Mescal
PEF2016-45109 1602 E Desert Cove
PEF2017-30813 1602 E Mescal
PEF2018-38948 1602 E Mescal
PEF2019-26580 1602 E Desert Cove
Tax Information
Tax Information 1602 E Desert Cove - Parcel 166-23-003
Tax Information 1602 E Desert Cove - Parcel 159-21-044A
ADDITIONAL BACKGROUND, ANALYSIS
& COMMENTARY ON Z-32-23-3
APPLICATION TO REZONE
09/20/2023 1602 E DESERT COVE PAGE 45 OF 45
Page 608
Case Details - PEF2010-11167
Address: 1602 E DESERT COVE AVE PHOENIX 85020-1483
Case Status: CLOSED COMPLIANCE
Responsible Party: MAGLIO TERRANCE A & PAIGE S
Case Opened: 3/23/2010
Inspector: Chris Pelton
Inspector Phone:
Location/Supervisor Phone: ()
Case Activity Property Violations Return To Search (/CodeEnforcement)
5 item(s) found.
Violation Code: 41-702A2 PARKING PLAN
Violation Description: Cease parking or using lot with out an approved parking plan. Contact Planning.
Closed Date: 11/22/2010
Status: Closed
Disposition: Compliance
Violation Wording: Parking and maneuvering areas shall be developed and maintained in accordance with an approved parking plan.
Corrective Action: Obtain and/or comply with the approved parking plan.
Violation Code: 39-7D VEGETATION
Violation Description: Remove the patches of high vegetation, weeds on vacant lot.
Closed Date: 11/22/2010
Status: Closed
Disposition: Compliance
Violation Wording: Maintaining an exterior condition on the property which may include, but is not limited to the following: tumbleweeds,
weeds in excess of 6", lawn grass in excess of 6", dead trees and branches, palm fronds within 10 feet of the ground,
potential fire haz
Corrective Action: Remove from the property and dispose of properly.
Violation Code: 39-7A TRASH/LITTER
Violation Description: Remove the inoperable vehicles, auto parts, wood, metal and miscellaneous trash on vacant property.
Page 609
Closed Date: 11/22/2010
Status: Closed
Disposition: Compliance
Violation Wording: Maintaining an accumulation of garbage, debris, rubble, hazardous waste, or blight, which includes but is not limited to:
bottles papers, glass, cans, organic or inorganic material, an accumulation of inoperable vehicles, discarded, broken or
inoperable a
Corrective Action: Remove from property and dispose of properly.
Violation Code: 41-624C C-3 REQUIREMENTS
Violation Description: Cease the storage of vehicles, equipment, metal on vacant lot. Acquire an approved site plan for use. Contact Planning.
Closed Date: 11/22/2010
Status: Closed
Disposition: Compliance
Violation Wording: Not complying with the correct requirements in a C-3 District.
Corrective Action: Comply with all requirements in a C-3 District.
Violation Code: 41-624D C-3 USE
Violation Description: Cease the storage of vehicles, equipment, metal on vacant lot. Acquire an approved site plan for use. Contact Planning.
STORAGE OF UNLICENSED/INOPERABLE VEHICLES VISIBLE FROM OFF THE PROPERTY IS NOT ALLOWED IN
A C-3 ZONE.
Closed Date: 10/28/2010
Status: Closed
Disposition: Compliance
Violation Wording: Maintaining a use that is not permitted in a Commercial C-3 District.
Corrective Action: Cease the non-permitted use.
Page 610
Case Details - PEF2011-05402
Address: 1602 E MESCAL ST PHOENIX 85020
Case Status: CLOSED AFTER TICKET
Responsible Party: MAGLIO TERRANCE A & PAIGE S
Case Opened: 2/22/2011
Inspector: Chris Pelton
Inspector Phone:
Location/Supervisor Phone: ()
Case Activity Property Violations Return To Search (/CodeEnforcement)
6 item(s) found.
Violation Code: 39-7G NON D/P
Violation Description:
Closed Date: 12/21/2011
Status: Closed
Disposition: Compliance
Violation Wording: Motor vehicles and trailers shall not be parked, maneuvered or stored upon a lot or area within the city that is not dust
free.
Corrective Action: Cease the parking or maneuvering of motor vehicles and trailers on a non-dust free surface or lot.
Violation Code: 39-7A TRASH/LITTER
Violation Description: Remove the scrap wood, metal, auto parts and any miscellaneous trash on property.
Closed Date: 12/21/2011
Status: Closed
Disposition: Compliance
Violation Wording: Maintaining an accumulation of garbage, debris, rubble, hazardous waste, or blight, which includes but is not limited to:
bottles papers, glass, cans, organic or inorganic material, an accumulation of inoperable vehicles, discarded, broken or
inoperable a
Corrective Action: Remove from property and dispose of properly.
Violation Code: 41-608C8E OUTDOOR STORAGE IN A RESIDENTIAL ZONE
Violation Description: Remove the outside storage of vehicles, auto parts, wood, metal and any miscellaneous outside storage on property.
Page 611
Closed Date: 12/21/2011
Status: Closed
Disposition: Compliance
Violation Wording: Maintaining or allowing outdoor storage of building material, landscaping materials, machinery, parts/auto parts, scrap,
or unlicensed or inoperable vehicle(s) visible beyond the bounds of the property in a residential zone.
Corrective Action: Place the subject storage inside a building or in a suitably fenced area of the rear yard so it is not visible beyond the
bounds of the property, or remove it from the prope rty.
Violation Code: 41-611B R1-10 SPECIAL REQUIREMENTS
Violation Description:
Closed Date: 6/08/2011
Status: Closed
Disposition: Compliance
Violation Wording: Not complying with the correct special requirements for a R1-10 Single-Family Residence District.
Corrective Action: Comply with all special requirements for a R1-10 Single Family District.
Violation Code: 41-611B R1-10 REQUIREMENTS
Violation Description:
Closed Date: 6/08/2011
Status: Closed
Disposition: Compliance
Violation Wording: Not complying with the correct requirements for a R1-10 Single-Family Residence District.
Corrective Action: Comply with all requirements for a R1-10 Single Family District.
Violation Code: 41-608C8A COMMERCIAL BUSINESS IN A RESIDENTIAL
Violation Description: Cease auto repair business on property.
Closed Date: 6/08/2011
Status: Closed
Disposition: No Violation
Violation Wording: Operating or allowing to operate a commercial business in a residential zone.
Corrective Action: Cease the operation of the commercial business on the property.
Page 612
Case Details - PEF2016-45109
Address: 1602 E DESERT COVE AVE PHOENIX 85020-1483
Case Status: CLOSED - ABATED BY OWNER
Responsible Party: MAGLIO TERRANCE A & PAIGE S
Case Opened: 12/29/2016
Inspector: Chris Pelton
Inspector Phone:
Location/Supervisor Phone: ()
Case Activity Property Violations Return To Search (/CodeEnforcement)
8 item(s) found.
Violation Code: 39-6A EXT. SURFACES
Violation Description:
Closed Date: 10/02/2017
Status: Closed
Disposition: Closed - Work Completed
Violation Wording: Maintaining exterior surfaces; windows; doors; walls; that are deteriorated and/or that is a threat to health and safety of
any person or persons. The condition of the wall; window; door is cracked; broken; missing; taped and/or blighting.
Corrective Action: Repair, replace and/or remove exterior surfaces; walls; windows; doors so as to be free of deterioration. Estimated cost
to abate does not include the possible removal of environmentally hazardous substances.
Violation Code: 39-8B5 NUISANCE
Violation Description: APN# 159-21-044A. This is a Board Up/Securement Notice. There is a vacant and unsecured structure with open,
broken, or missing windows and/or doors. All openings on all vacant structures must be intact and locked or secured in
accordance with the attached City of Phoenix Board Up/Securement Specifications.
Closed Date: 10/02/2017
Status: Closed
Disposition: Closed - Work Completed
Violation Wording: All buildings, structures and excavations are to be maintained so as not to pose a hazard. The maintenance of a
building, structure or excavation that meets any of the following is a nuisance and constitutes a violation of this
ordinance, and subjects the
Corrective Action: Secure all open building(s) structures(s) including accessory structures such as storage sheds and garages. All
building(s)/structures(s) must be kept secure so they cannot be opened from the outside. Unoccupied structures may
be secured with locked doors
Page 613
Violation Code: 39-7A TRASH/LITTER
Violation Description: APN# 159-21-044A. There is a discarded bike and other litter/debris on the property.
Closed Date: 10/02/2017
Status: Closed
Disposition: Closed - Work Completed
Violation Wording: Maintaining an accumulation of garbage, debris, rubble, hazardous waste, or blight, which includes but is not limited to:
bottles papers, glass, cans, organic or inorganic material, an accumulation of inoperable vehicles, discarded, broken or
inoperable a
Corrective Action: Remove from property and dispose of properly.
Violation Code: 41-702B3 NON-DUST PROOF PARKING
Violation Description: PLEASE STOP PARKING ON NON DUSTPROOF PAVING SURFACES THAT DO NOT MEET CITY CODE
REQUIREMENTS.
Closed Date: 7/06/2017
Status: Closed
Disposition: Compliance
Violation Wording: Not providing or maintaining the parking and maneuvering areas in a dustproof condition as required by the Phoenix
Zoning Ordinance.
Corrective Action: Provide the required dust control parking surface for all the uses on the property.
Violation Code: 41-624D C-3 USE
Violation Description: APN# 159-21-044A. STORAGE OF AUTOMOBILES, TRAILERS, AND DEAD STORAGE; STORAGE OF BUILDING
CONTRACTOR EQUIPMENT AND BUILDING MATERIALS ON A C-3 ZONED ZONING DISTRICT. THESE USES
ARE ONLY ALLOWED IN A-1 AND A-2 ZONING DISTRICTS. PLEASE REMOVE ALL VEHICLES, TRAILERS, DEAD
STORAGE, CONTRACTOR EQUIPMENT, AND BUILDING MATERIALS FROM THE PROPERTY.
Closed Date: 7/06/2017
Status: Closed
Disposition: Compliance
Violation Wording: Maintaining a use that is not permitted in a Commercial C-3 District.
Corrective Action: Cease the non-permitted use.
Violation Code: 39-7D VEGETATION
Violation Description: PLEASE CUT AND REMOVE ALL WEEDS OVER SIX INCHES ON THE PROPERTY. * OVERGROWN WEEDS/
GRASS IN EXCESS OF SIX INCHES AND DEAD VEGETATION. INCLUDES THE FRONT, SIDE AND REAR YARDS.
VEGETATION MUST BE MAINTAINED AT ALL TIMES.
Page 614
Closed Date: 7/06/2017
Status: Closed
Disposition: Compliance
Violation Wording: Maintaining an exterior condition on the property which may include, but is not limited to the following: tumbleweeds,
weeds in excess of 6", lawn grass in excess of 6", dead trees and branches, palm fronds within 10 feet of the ground,
potential fire haz
Corrective Action: Remove from the property and dispose of properly.
Violation Code: 41-624C C-3 REQUIREMENTS
Violation Description: APN# 159-21-044A. STORAGE OF AUTOMOBILES, TRAILERS, AND DEAD STORAGE; STORAGE OF BUILDING
CONTRACTOR EQUIPMENT AND BUILDING MATERIALS ON A C-3 ZONED ZONING DISTRICT. THESE USES
ARE ONLY ALLOWED IN A-1 AND A-2 ZONING DISTRICTS. PLEASE REMOVE ALL VEHICLES, TRAILERS, DEAD
STORAGE, CONTRACTOR EQUIPMENT, AND BUILDING MATERIALS FROM THE PROPERTY.
Closed Date: 5/10/2017
Status: Closed
Disposition: Human Error
Violation Wording: Not complying with the correct requirements in a C-3 District.
Corrective Action: Comply with all requirements in a C-3 District.
Violation Code: 41-701A REGULATIONS
Violation Description:
Closed Date: 1/13/2017
Status: Closed
Disposition: No Violation
Violation Wording: Not complying with the required bulk regulations.
Corrective Action: Comply with all required bulk regulations.
Page 615
Case Details - PEF2017-30813
Address: 1602 E MESCAL ST PHOENIX 85020
Case Status: CLOSED NO VIOLATION FOUND
Responsible Party: MAGLIO TERRANCE A & PAIGE S
Case Opened: 7/10/2017
Inspector: Sean Greenlief
Inspector Phone: (602)534-1183
Location/Supervisor Phone: NRC / Rudy Guinea((602)261-8146)
Case Activity Property Violations Return To Search (/CodeEnforcement)
2 item(s) found.
Violation Code: 39-7H OUTSIDE STORAGE
Violation Description:
Closed Date: 8/03/2017
Status: Closed
Disposition: No Resolution
Violation Wording: Maintaining the outside storage of building or landscaping materials, machinery, appliances, inoperable vehicles, and
personal property, such as household goods, boxes, or furniture not placed for outdoor use, visible from beyond the
bounds of the propert
Corrective Action: Remove the outside storage visible from beyond the bounds of the property.
Violation Code: 39-7A TRASH/LITTER
Violation Description:
Closed Date: 8/03/2017
Status: Closed
Disposition: No Resolution
Violation Wording: Maintaining an accumulation of garbage, debris, rubble, hazardous waste, or blight, which includes but is not limited to:
bottles papers, glass, cans, organic or inorganic material, an accumulation of inoperable vehicles, discarded, broken or
inoperable a
Corrective Action: Remove from property and dispose of properly.
Page 616
Case Details - PEF2018-38948
Address: 1602 E MESCAL ST PHOENIX 85020
Case Status: CLOSED NO VIOLATION FOUND
Responsible Party: MAGLIO TERRANCE A & PAIGE S
Case Opened: 10/02/2018
Inspector: Felicia High
Inspector Phone: (602)262-6576
Location/Supervisor Phone: UH / Monique Sermeno((602) 534-6381)
Case Activity Property Violations Return To Search (/CodeEnforcement)
1 item(s) found.
Violation Code: 39-7A TRASH/LITTER
Violation Description:
Closed Date: 10/10/2018
Status: Closed
Disposition: No Violation
Violation Wording: Maintaining an accumulation of garbage, debris, rubble, hazardous waste, or blight, which includes but is not limited to:
bottles papers, glass, cans, organic or inorganic material, an accumulation of inoperable vehicles, discarded, broken or
inoperable a
Corrective Action: Remove from property and dispose of properly.
Page 617
Case Details - PEF2019-26580
Address: 1602 E DESERT COVE AVE PHOENIX 85020-1483
Case Status: CLOSED - ABATED BY OWNER
Responsible Party: MAGLIO TERRANCE A & PAIGE S
Case Opened: 6/05/2019
Inspector: Chris Pelton
Inspector Phone:
Location/Supervisor Phone: ()
Case Activity Property Violations Return To Search (/CodeEnforcement)
4 item(s) found.
Violation Code: 39-6A EXT. SURFACES
Violation Description: Securement Notice. Maintaining a vacant structure that has boarded windows visible from the street for more than 90
days. Corrective Action: Replace boarded windows visible from the street with glass or Polycarbonate material per
attached City Specifications.
Closed Date: 7/26/2019
Status: Closed
Disposition: Closed - Work Completed
Violation Wording: Maintaining exterior surfaces; windows; doors; walls; that are deteriorated and/or that is a threat to health and safety of
any person or persons. The condition of the wall; window; door is cracked; broken; missing; taped and/or blighting.
Corrective Action: Repair, replace and/or remove exterior surfaces; walls; windows; doors so as to be free of deterioration. Estimated cost
to abate does not include the possible removal of environmentally hazardous substances.
Violation Code: 39-7D VEGETATION
Violation Description: There is grass/weeds over six inches tall in all yards. Remove dead trees or bushes on property.
Closed Date: 7/26/2019
Status: Closed
Disposition: Closed - Work Completed
Violation Wording: Maintaining an exterior condition on the property which may include, but is not limited to the following: tumbleweeds,
weeds in excess of 6", lawn grass in excess of 6", dead trees and branches, palm fronds within 10 feet of the ground,
potential fire haz
Corrective Action: Remove from the property and dispose of properly.
Violation Code: 39-8B5 NUISANCE
Page 618
Violation Description: This is a Board Up/Securement Notice. There is a vacant and unsecured structure with open, broken, or missing
windows and/or doors. All openings on all vacant structures (including storage structures) must be intact and locked or
secured in accordance with the attached City of Phoenix Board Up/Securement Specifications. Wood used to secure
openings must be painted.
Closed Date: 7/26/2019
Status: Closed
Disposition: Closed - Work Completed
Violation Wording: All buildings, structures and excavations are to be maintained so as not to pose a hazard. The maintenance of a
building, structure or excavation that meets any of the following is a nuisance and constitutes a violation of this
ordinance, and subjects the
Corrective Action: Secure all open building(s) structures(s) including accessory structures such as storage sheds and garages. All
building(s)/structures(s) must be kept secure so they cannot be opened from the outside. Unoccupied structures may
be secured with locked doors
Violation Code: 39-7A TRASH/LITTER
Violation Description: There is scattered debris in all yards.
Closed Date: 7/26/2019
Status: Closed
Disposition: Closed - Work Completed
Violation Wording: Maintaining an accumulation of garbage, debris, rubble, hazardous waste, or blight, which includes but is not limited to:
bottles papers, glass, cans, organic or inorganic material, an accumulation of inoperable vehicles, discarded, broken or
inoperable a
Corrective Action: Remove from property and dispose of properly.
Page 619
Page 620
October 3, 2023
Hearing Date: October 5, 2023, 6PM
Subject: Agenda Item #9, Case #Z-32-23-3, Rezoning R1-R10 to C3
Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020
Public Comment: Statement of Opposition. Request to deny the Zoning Application
Dear Planning Commission Officer,
We are writing as representatives of the Sunnyslope Village Alliance. Our
organization was formed in 1989 as a community association to preserve the
unique character of our neighborhood, businesses, history, and culture. We are
a group of residents, Neighborhood Leaders, Community Docents, and local
Business Owners working in conjunction with local residential Neighborhood
Associations.Our goal is to continue and expand on the work of the General
Land Use Plan, the phoenix Mountain Preserve, and the Hatcher Road
Revitalization Project /Overlay by developing the area into a vibrant business
and residential community.
We believe granting a rezoning application to commercial use for the self
storage will further negatively impact current residents in our neighborhood, as
well as be a detriment to the loss of six saguaros currently on the property.
We appreciate your attention to this matter and request denial of the
Zoning Application. This Project Plan lacks specificity, and needs a more
specific plan to include alignment with the General Land Use Plan.
Attached is a Policy Paper 2, Addendum 1, which outlines the many reasons
this type of commercial use will be a detriment to our neighborhood.
Furthermore, there have been several code violations since the owners
purchased the property. They are repeated offenders, with piles of bulk trash,
abandoned vehicles being stored on the property, leaking oil, all right up against
the Phoenix Mountain Preserve and dedicated open space. They have proved
that they do not know how to be good neighbors or take care of the property.
Sunnyslope Village Alliance, Board of Directors
755 EAST HATCHER ROAD, PHX, AZ 85020 | MYSUNNYSLOPE .ORG | SVABOARD@GMAIL .COM
PRINTED ON RECYCLED PAPER WITH ECO FRIENDLY INK | WE LOVE PLANET EARTH & WE BELIEVE IN SECOND CHANCES
Page 621
Page 622
Page 623
October 3, 2023
Hearing Date: October 5, 2023, 6PM
Subject: Agenda Item #9, Case #Z-32-23-3, Rezoning R1-R10 to C3
Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020
Public Comment: Opposition. Request to deny the Zoning Application.
Dear Planning Commission Officer,
We are writing as the Board of Directors of the Phoenix Mountains Preservation Council
(PMPC). We are a nonprofit dedicated to preserving the natural open spaces of the
Phoenix Mountain Preserves. We are submitting public comment about this rezoning
due to the proximity of this location next to the Phoenix Mountain Preserve. There is a
high potential for negative environmental impact on the Phoenix Mountain Preserve if
the zoning application is approved as currently written. Although a Self-Storage facility
is what is being requested, there are clauses in the zoning recommendation allowing for
any commercial use in the future. This departure from the current residential zoning will
have unknown outcomes that could result in unpredictable development on the
property. The Project Plan for the property lacks details, including consideration of
native vegetation on the site, and needs a more specific alignment with the original
General Land Use Plan. We appreciate your attention to this matter and request
Denial of the Zoning Application.
Thank you, Phoenix Mountains Preservation Council Board of Directors
PMPC: 12950 N. 7th ST, Phoenix, AZ 85022 www.phoenixmountains.org
Page 624
October 3, 2023
Hearing Date: October 5, 2023, 6PM
Subject: Agenda Item #9, Case #Z-32-23-3, Rezoning R1-R10 to C3
Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020
Public Comment: Statement of Opposition. Request to deny the Zoning Application.
Dear Planning Commission Officer,
We are writing as representatives of the PHX LUV Neighborhood Association
and Block Watch. We are a group of residents, Neighborhood Leaders,
Community Docents, and local Business Owners working in conjunction with
local residential Neighborhood Associations. Our goal is to continue and expand
on the work of the General Land Use Plan, the Phoenix Mountain Preserve, and
the Hatcher Road Revitalization Project /Overlay by developing the area into a
vibrant business and residential community.
We believe granting a rezoning application to commercial use for the self
storage will further negatively impact current residents in our neighborhood, as
well as be a detriment to the loss of six saguaros currently on the property.
We appreciate your attention to this matter and request denial of the
Zoning Application. This Project Plan lacks specificity, and needs a more
specific plan to include alignment with the General Land Use Plan.
Attached is a Policy Paper 2, Addendum 1, which outlines the many reasons
this type of commercial use will be a detriment to our neighborhood.
Furthermore, there have been several code violations since the owners
purchased the property. They are repeated offenders, with piles of bulk trash,
abandoned vehicles being stored on the property, leaking oil, all right up against
the Phoenix Mountain Preserve and dedicated open space. They have proved
that they do not know how to be good neighbors or take care of the property.
PHX LUV, Board of Directors
Page 625
Racelle Escolar
From: Nick Hammond
Sent: Saturday, October 28, 2023 8:42 AM
To: PDD Planning Commission
Subject: Z-32-23-3 letter of opposition
Hiplanningcommission,
TherezoningofthislotwithintheSunnyslopehistoricalareatoabusinessthatwouldnotenrichoraddanyvaluetothe
neighborhoodshouldnotbeapproved.Wedon’tneedmoreselfstoragespaces.Weneedhousing,communityspaces,
andbusinessesthatsupportourneighbors.
There’salready42selfstoragespaceswithina5mileradiusofthislocation.Wedon’tneedtoencouragemoreofthis
typeofconstruction.ThislotalsobacksuptoThePhoenixMountainPreserve,whichisavaluablenaturalresourcethat
wemustprotectandenhancetheusageof,notblockin.Theproposedzoningalsoremovesaportionofanexisting
accessstreet,whichisnothelpfultothatneighborhood.
Thisprojectonlybenefitsthedeveloperproposingthisrezoninganddoesnotbenefitthishistoricalcommunityinthe
slightest.Itisastepbackwardsforahistoricalcommunity.Pleaselistentothecommunityandtheirvoicesof
opposition.
Thankyouforyourtimeandconsideration.
NickHammond
Sunnysloperesident
Page 626
5FYG
Letter of Opposition to rezoning application Z-32-23-3
I am a resident of District 3, Sunnyslope, in the 85029 Area code.
I have reviewed the rezoning application and oppose rezoning the property due to
the following:
The proposed project to be built is not the highest and best purpose of the property
and will create permanent damage to neighboring properties and the preserve
nearby.
Thank you,
Brad Justice
907 W Desert Cove
Phoenix, AZ 85029
Page 627
October 31, 2023
Hearing Date: November 2, 2023, 6PM
Subject: Agenda Item #15, Case #Z-32-23-3, Rezoning R1-R10 to C3
Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020
Public Comment: Statement of Opposition. Request to deny the Zoning
Application
Dear Planning Commission Officer,
After multiple failed attempts to properly notify the Neighborhood Groups in
the area, and in asking the Property Representative questions about their
intentions to sell this property, we feel strongly that this project will not benefit
the neighborhood, the residential community, nor the desert ecosystem is
resides next to.
We believe granting a rezoning application to commercial use for the self
storage will further negatively impact current residents in our neighborhood,
as well as be a detriment to the loss of six saguaros currently on the property.
We appreciate your attention to this matter and request denial of the
Zoning Application. This Project Plan lacks specificity, and needs a more
specific plan to include alignment with the General Land Use Plan.
Attached is a Policy Paper which outlines the many reasons this type of
commercial use will be a detriment to our neighborhood. Furthermore, there
have been several code violations since the owners purchased the property.
They are repeated offenders, with piles of bulk trash, abandoned vehicles
being stored on the property, leaking oil, all right up against the Phoenix
Mountain Preserve and dedicated open space. They have proved that they do
not know how to be good neighbors or take care of the property.
PHX LUV, Board of Directors
hello@phxluv.com
phxluv.com
Page 628
A Case Against
SELF STORAGE
Self storage is already overabundant. EXISTING STORAGE WITHIN
RADIUS OF SUBJECT PROPERTY
Big Storage has been booming and flush with cash for
over five years—scooping up valuable underdeveloped or MILE 4
vacant property at virtually any price.
This strategy is not based on a market-driven demand for 5
MILES 42
storage. It’s based on a greedy strategy of continuous
corporate growth by way of a) flooding the market with
inventory (new storage units/square footage) and b)
MILES 169
denying prime locations from their competitors to reduce 0 50 100 150 200
pressure on their profits. NUMBER OF FACILITIES
Storage doesn’t contribute to communities.
QUICK FACTS Self storage provides a useful service to a wide variety
• Stuff doesn’t pay taxes.
of city residents. On the other hand—it can also fuel our
cultural attachment to Stuff—while the facilities rob our
• Stuff doesn’t buy groceries.
communities of the people density they need to be
• Stuff can’t eat at local vibrant and for the ecosystem of the community to
restaurants or buy drinks at thrive.
neighborhood bars. For example: Vital community assets like grocery
stores have a business structure that requires a certain
• Stuff doesn’t get counted in volume of sales to sustain full-service operations
the decennial U.S. Census, or including meats, seafood, and fresh produce. Any
bring public school dollars to development activity which reduces people density in
the community. the community is an attack on the community grocery
store, and a vote in favor of food deserts.
There’s a housing shortage, Jack!
STOP
Communities struggling with preservation, decline, and
renewal need more diversity—of land uses, businesses,
Zoning is decided by the
people, housing types, and many other small contributors community*—it is not part of
to incremental improvement and stronger neighborhoods. a landowner’s property rights
What should this property be? Every voice in the “entitlements”.
community counts—whether you own property, lease a Before zoning is changed—
commercial space, or rent an apartment—you have a say what does the community
in shaping the future of your community. want or need?
*OFFICIAL BODIES MAKE FINAL DECISIONS—BUT COMMUNITY INPUT CAN
MAKE THE DIFFERENCE BETWEEN A RUBBER STAMPPage
AND SOMETHING BETTER.
PROJECT LAND USE MAP
FACTS COMMERCIAL
RESIDENTIAL
SITE INFO PARKS/OPEN SPACE
CURRENT POTENTIAL PLANNED
AREA CURRENT HOUSING HOUSING REQUESTED HOUSING
(ACRES) ZONING UNITS UNITS ZONING UNITS
Subject 1.1996 R1-10 2 ? C-3 0
Parcel
Adjoining 0.3049 C-3 0 ? - 0
Parcel
Combined 1.5045 - 2 ? C-3 0
Property
ADJOINING LAND USE
C-3
12% PARKS/
OPEN SPACE
74%
R-3
9%
STREET
5%
EXISTING
C-3
18% PARKS/
OPEN SPACE
56%
R-3
19%
STREET
7% AS PROPOSED
DISTRIBUTION
The People Shape The Future. LIST SIGN-UP
Page 630
October 31, 2023
Hearing Date: November 2, 2023, 6PM
Subject: Agenda Item #15, Case #Z-32-23-3, Rezoning R1-R10 to C3
Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020
Public Comment: Statement of Opposition. Request to deny the Zoning Application
Dear Planning Commission Officer,
We are writing as representatives of the Sunnyslope Village Alliance. Our
organization was formed in 1989 as a community association to preserve the
unique character of our neighborhood, businesses, history, and culture. We are
a group of residents, Neighborhood Leaders, Community Docents, and local
Business Owners working in conjunction with local residential Neighborhood
Associations.Our goal is to continue and expand on the work of the General
Land Use Plan, the phoenix Mountain Preserve, and the Hatcher Road
Revitalization Project /Overlay by developing the area into a vibrant business
and residential community.
We believe granting a rezoning application to commercial use for the self
storage will further negatively impact current residents in our neighborhood, as
well as be a detriment to the loss of six saguaros currently on the property.
We appreciate your attention to this matter and request denial of the
Zoning Application. This Project Plan lacks specificity, and needs a more
specific plan to include alignment with the General Land Use Plan.
Attached is a Policy Paper 2, Addendum 1, which outlines the many reasons
this type of commercial use will be a detriment to our neighborhood.
Furthermore, there have been several code violations since the owners
purchased the property. They are repeated offenders, with piles of bulk trash,
abandoned vehicles being stored on the property, leaking oil, all right up against
the Phoenix Mountain Preserve and dedicated open space. They have proved
that they do not know how to be good neighbors or take care of the property.
Sunnyslope Village Alliance, Board of Directors
755 EAST HATCHER ROAD, PHX, AZ 85020 | MYSUNNYSLOPE .ORG | SVABOARD@GMAIL .COM
PRINTED ON RECYCLED PAPER WITH ECO FRIENDLY INK | WE LOVE PLANET EARTH & WE BELIEVE IN SECOND CHANCES
Page 631
A Case Against
SELF STORAGE
Self storage is already overabundant. EXISTING STORAGE WITHIN
RADIUS OF SUBJECT PROPERTY
Big Storage has been booming and flush with cash for
over five years—scooping up valuable underdeveloped or MILE 4
vacant property at virtually any price.
This strategy is not based on a market-driven demand for 5
MILES 42
storage. It’s based on a greedy strategy of continuous
corporate growth by way of a) flooding the market with
inventory (new storage units/square footage) and b)
MILES 169
denying prime locations from their competitors to reduce 0 50 100 150 200
pressure on their profits. NUMBER OF FACILITIES
Storage doesn’t contribute to communities.
QUICK FACTS Self storage provides a useful service to a wide variety
• Stuff doesn’t pay taxes.
of city residents. On the other hand—it can also fuel our
cultural attachment to Stuff—while the facilities rob our
• Stuff doesn’t buy groceries.
communities of the people density they need to be
• Stuff can’t eat at local vibrant and for the ecosystem of the community to
restaurants or buy drinks at thrive.
neighborhood bars. For example: Vital community assets like grocery
stores have a business structure that requires a certain
• Stuff doesn’t get counted in volume of sales to sustain full-service operations
the decennial U.S. Census, or including meats, seafood, and fresh produce. Any
bring public school dollars to development activity which reduces people density in
the community. the community is an attack on the community grocery
store, and a vote in favor of food deserts.
There’s a housing shortage, Jack!
STOP
Communities struggling with preservation, decline, and
renewal need more diversity—of land uses, businesses,
Zoning is decided by the
people, housing types, and many other small contributors community*—it is not part of
to incremental improvement and stronger neighborhoods. a landowner’s property rights
What should this property be? Every voice in the “entitlements”.
community counts—whether you own property, lease a Before zoning is changed—
commercial space, or rent an apartment—you have a say what does the community
in shaping the future of your community. want or need?
*OFFICIAL BODIES MAKE FINAL DECISIONS—BUT COMMUNITY INPUT CAN
MAKE THE DIFFERENCE BETWEEN A RUBBER STAMPPage
AND SOMETHING BETTER.
PROJECT LAND USE MAP
FACTS COMMERCIAL
RESIDENTIAL
SITE INFO PARKS/OPEN SPACE
CURRENT POTENTIAL PLANNED
AREA CURRENT HOUSING HOUSING REQUESTED HOUSING
(ACRES) ZONING UNITS UNITS ZONING UNITS
Subject 1.1996 R1-10 2 ? C-3 0
Parcel
Adjoining 0.3049 C-3 0 ? - 0
Parcel
Combined 1.5045 - 2 ? C-3 0
Property
ADJOINING LAND USE
C-3
12% PARKS/
OPEN SPACE
74%
R-3
9%
STREET
5%
EXISTING
C-3
18% PARKS/
OPEN SPACE
56%
R-3
19%
STREET
7% AS PROPOSED
DISTRIBUTION
The People Shape The Future. LIST SIGN-UP
Page 633
From: PHX LUV
Sent: Monday, December 4, 2023 10:52 AM
To: PDD Planning Commission
Subject: Public Comment: Hearing Date 12/07/2023, Agenda Item #13, Case # Z-32-23-3
Attachments: 12-07-23 Planning Commission PDF.pdf; PHXLUV-Flyer-Z-32-23-3-one-pager_FINAL.pdf
Dear Planning Commission,
Please accept this email as public comment for the upcoming hearing date: 12/07/2023 at 6PM, Agenda
Item #13, Case # Z-32-23-3, Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020.
Letter of Opposition and Public Comment attached.
Thank you for your time and attention.
PHX LUV Neighborhood Association and Block Watch
Page 634
December 4, 2023
Hearing Date: December 7, 2023, 6PM
Subject: Agenda Item #13, Case #Z-32-23-3, Rezoning R1-R10 to C3
Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020
Public Comment: Statement of Opposition. Request to deny the Zoning
Application
Dear Planning Commission Officer,
After multiple failed attempts to properly notify the Neighborhood Groups in
the area, and in asking the Property Representative questions about their
intentions to sell this property, we feel strongly that this project will not benefit
the neighborhood, the residential community, nor the desert ecosystem it
resides next to.
We believe granting a rezoning application to commercial use for the self
storage will further negatively impact current residents in our neighborhood,
as well as be a detriment to the loss of six saguaros currently on the property.
We appreciate your attention to this matter and request denial of the
Zoning Application. This Project Plan lacks specificity, and needs a more
specific plan to include alignment with the General Land Use Plan.
PHX LUV, Board of Directors
hello@phxluv.com
phxluv.com
Page 635
Page 636
Page 637
From: Sunnyslope Village Alliance
Sent: Monday, December 4, 2023 10:30 AM
To: PDD Planning Commission
Subject: Public Comment, Hearing Date 12/07/2023 at 6PM, Agenda Item #13, Case # Z-32-23-3
Attachments: SVA Planning Commission 12-01-23 pdf.pdf
Hello,PlanningCommission
PleaseacceptthisaspubliccommentforHearingDate12/07/2023at6pm,AgendaItem#13,Case#ZͲ32Ͳ23Ͳ3.
Location:1602EastDesertCoveAvenue,Phoenix,85020
SunnyslopeVillageAlliance
Page 638
December 1, 2023
Hearing Date: December 7, 2023, 6PM
Subject: Agenda Item #13, Case #Z-32-23-3, Rezoning R1-R10 to C3
Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020
Public Comment: Statement of Opposition. Request to deny the Zoning Application
Dear Planning Commission Officer,
We are writing as representatives of the Sunnyslope Village Alliance. Our
organization was formed in 1989 as a community association to preserve the
unique character of our neighborhood, businesses, history, and culture. We are
a group of residents, Neighborhood Leaders, Community Docents, and local
Business Owners working in conjunction with local residential Neighborhood
Associations.Our goal is to continue and expand on the work of the General
Land Use Plan, the phoenix Mountain Preserve, and the Hatcher Road
Revitalization Project /Overlay by developing the area into a vibrant business
and residential community.
We believe granting a rezoning application to commercial use for the self
storage will further negatively impact current residents in our neighborhood, as
well as be a detriment to the loss of six saguaros currently on the property.
We appreciate your attention to this matter and request denial of the
Zoning Application. This Project Plan lacks specificity, and needs a more
specific plan to include alignment with the General Land Use Plan.
Attached is a Policy Paper 2, Addendum 1, which outlines the many reasons
this type of commercial use will be a detriment to our neighborhood.
Furthermore, there have been several code violations since the owners
purchased the property. They are repeated offenders, with piles of bulk trash,
abandoned vehicles being stored on the property, leaking oil, all right up against
the Phoenix Mountain Preserve and dedicated open space. They have proved
that they do not know how to be good neighbors or take care of the property.
Sunnyslope Village Alliance, Board of Directors
755 EAST HATCHER ROAD, PHX, AZ 85020 | MYSUNNYSLOPE .ORG | SVABOARD@GMAIL .COM
PRINTED ON RECYCLED PAPER WITH ECO FRIENDLY INK | WE LOVE PLANET EARTH & WE BELIEVE IN SECOND CHANCES
Page 639
Racelle Escolar
From: ZONA BRANDT
Sent: Wednesday, December 6, 2023 10:18 PM
To: PDD Planning Commission
Cc: PHX LUV
Subject: Fwd: Public Comment: Hearing Date 12/07/2023, Agenda Item #13, Case # Z-32-23-3
Attachments: 12-07-23 Planning Commission PDF.pdf; PHXLUV-Flyer-Z-32-23-3-one-pager_FINAL.pdf
Dear Planning Commission,
Please accept this email as public comment for the upcoming hearing date: 12/07/2023 at 6PM,
Agenda Item #13, Case # Z-32-23-3, Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020.
As long-time homeowners near this area, we would also like to announce our opposition to rezoning
the indicated area from the current R1-10 Residential to C-3 Commercial.
1) There are already multiple existing storage facilities located further north and further south
of this area.
2) We want the character and feel of the neighborhood to remain a more ‘low-key’ residential
area, not a commercial bombardment.
3) Why does a storage facility need to be located in such a ‘rural’ area, right up next to the
mountain ‘preserve’?
4) We feel that instead of changing the zoning, that this property owner should be forced to
clean up their property instead. It is a horrible mess.
5) Here is an aerial photo of the property where one can plainly see the type of property
owner and their lack of caring of their own property. What makes anyone think a commercial
property would do any better here? It seems they are in violation of residential laws and
general and proper property upkeep.
Page 640
Thank you for reading and for your consideration of our opposition and our request.
Zona and Victor Brandt
Phoenix 85020
------------------------------------------------------------------
---------- Forwarded message ---------
From: PHX LUV
Date: Mon, Dec 4, 2023 at 10:52 AM
Subject: Public Comment: Hearing Date 12/07/2023, Agenda Item #13, Case # Z-32-23-3
To: pdd.planningcomm@phoenix.gov
Dear Planning Commission,
Please accept this email as public comment for the upcoming hearing date: 12/07/2023 at 6PM, Agenda
Item #13, Case # Z-32-23-3, Location: 1602 East Desert Cove Avenue, Phoenix, AZ 85020.
Letter of Opposition and Public Comment attached.
Thank you for your time and attention.
PHX LUV Neighborhood Association and Block Watch
Page 641
From: Shane Gore
Sent: Wednesday, December 6, 2023 1:08 PM
To: PDD Planning Commission
Cc: Nick Klimek
Subject: Letter of Opposition to Case Z-32-23-3
Attachments: Dec 4 Letter to Planning Commission-2.pdf
Hello,
PleasefindattachedaletterinoppositiontocaseZͲ32Ͳ23Ͳ3aheadofthisThursday'sPlanningCommissionmeeting.
Thankyou!
ShaneGore(he/him)
FUTUREPHX
(602) 315Ͳ2734
shane@futurephx.org
www.futurephx.org[futurephx.org]
The People Shape The Future.
Page 642
December 4, 2023
Planning Commission
200 W Jefferson Street
Phoenix, Arizona 85003
Chairman Howard & Esteemed Commissioners:
We write today to provide an update on case Z-32-23-3—a request to rezone a parcel in the
North Mountain Village from R1-10 Residential to C-3 Commercial for the purpose of
developing a self storage facility.
This application first appeared before you on October 6, 2023, when you heard strong
opposition from the community including: the abundance of self storage facilities which already
exist in the area, the conversion of a residential parcel to a commercial use, and concerns
about the ways this application—if granted—could negatively impact the fabric of the
community.
During that October hearing the commission expressed concerns about the amount of
community engagement that was conducted by the applicant, and as a result of the
commission’s concerns the commission voted to continue the application for 30 days in order
to allow time for additional engagement with the neighborhood.
Subsequent to the continuance, we are not aware of any efforts on the part of the applicant to
engage the community in further discussions about the project. A group of neighborhood
residents and community leaders took the initiative to plan a community meeting on October
28, 2023 which was held at the Sunnyslope Historical Society. This meeting was widely
publicized in the neighborhood via email distribution, social media, and flyers delivered to local
businesses and residents. The applicant and his representative were both present at the
meeting.
The following is a brief synopsis of the concerns raised by the community during that October
28th meeting.
● The community expressed concerns that self storage is already abundant in the
immediate area, and that self storage would be a poor contributor to a vibrant, healthy
neighborhood.
● The community expressed grave concern that if this application is approved, there will
be no further opportunities for compulsory community engagement, and that virtually
anything allowed in a C-3 district will be allowed by-right.
● The community expressed concerns about the potential for people to live in storage
units—especially if the facility were automated and without on site personnel. This has
reportedly been a problem at other nearby storage facilities.
Page 643
● The community expressed strong support for collaborating with the applicant to find a
suitable use that provides a fair return on investment to the property owner without
detrimental effects on the community.
● Suggestions included: a trailhead to access the preserves, housing in a prime location
with views of and access to the preserve, Planned Unit Development to establish a
flexible framework for the developer to make the project profitable while providing the
community with concrete legal assurances.
● The community expressed concern that the applicant did not appear to make any
attempt to mitigate their application’s impact on nearby property owners—primarily
Dalton Air Conditioning.
● The community expressed concern about the present condition of the subject property
and the need for an environmental study to determine the extent of soil contamination
as a result of years of use as a de facto salvage yard.
● The community expressed concern about the existing traffic patterns in the area, and
requested that the property owner consider funding improvements to streets and
sidewalks in the area as part of their final development plan.
● The neighboring property owner expressed their previously-stated reservations about
how the application’s abandonment of Mescal Street will impact the ability to access
their property with commercial vehicles that require the existing public street.
● An informal show-of-hands vote during the meeting resulted in unanimous opposition to
the proposed C-3 designation.
The following is a brief synopsis of the applicant’s responses and contributions to the
discussion.
● In response to the community’s specific concerns about a self storage use on the
subject property, the applicant’s representative stated unequivocally that the site
would not actually be developed as a self storage center.
● The applicant’s representative further stated that the property owner’s intent behind the
application is to maximize the marketability of the property by re-zoning the subject
parcel, combining it with the adjoining parcel, and incorporating the abandoned street in
order to place that property up for sale.
● The applicant’s representative indicated that this property owner does not have access
to the capital necessary to develop the property, whether as a self storage center or for
any other use.
● The applicant’s representative described the self storage center depicted on
project plans as simply a “placeholder” project used only for the purpose of the
rezoning application.
Page 644
The following is a more detailed examination of certain points or ideas raised during the
meeting.
1. Mescal Street abandonment
It was suggested that the applicant modify their planned abandonment to leave Mescal
Street (outlined in orange below) as a public roadway in order to eliminate the impact
and hardship to the neighboring property owner, Dalton Air Conditioning.
The applicant—Mr. Terry Maglio, expressed agreement and support for this idea.
The image below generally depicts the way tractor trailers enter the Dalton property.
2. Traffic Issues
It was suggested to the applicant that they consider including changes to the nearby
streets and sidewalks in order to minimize the proposed application’s impact on other
nearby residents.
Residents of the neighborhood describe the area circled in orange below as the primary
place where children from the UMOM apartment complex and other nearby residential
properties play outside, because it’s the largest open area in the neighborhood.
The areas indicated with dashed yellow lines represent the community’s suggestion that
the applicant consider creating a new driveway to Mescal Street that does not pass in
front of the UMOM complex or the driveway for Sun Valley Masonry.
(continues)
Page 645
At the conclusion of the October 28th meeting, there was mutual agreement between the
community and the applicant to continue exploring other options or potential projects.
On November 14, 2023 we followed up by email with the applicant’s representative to provide
additional information about ideas that had previously been discussed. No response was
received from the applicant or his representative.
On November 16, 2023 we followed up again by email, including the applicant himself using
the contact information provided in the application. We reiterated that at the community
meeting on October 28, 2023 the opposition to the application was unanimous and
overwhelming. We requested another opportunity to engage the applicant and his
representative in a good-faith effort to reach compromise. No response was received from the
applicant or his representative.
In conclusion, even after engaging in a constructive discussion to find resolution, the applicant
and his representative have chosen to make no concessions or other efforts to mitigate the
community’s concerns.
Despite the applicant’s indication that he was open to modifying the project to reduce the street
abandonment, there has been no follow-up from the applicant or his representative, and we
are not aware of any intention to submit a plan revision as part of this application.
We respectfully request that the commission vote to deny the application entirely; or in the
alternative, to deny the application as filed and to grant an R-3 zoning district instead.
Page 646
Cordially,
Julia Taggart
Norton Vista Resident
Sunnyslope Historical Society Volunteer
Stacia Hurst
Sunnyslope Resident
PHX LUV Neighborhood Association
Shane Gore
Shaw Butte Resident
FUTURE PHX Organizer
Enclosures:
● Flier for October 28, 2023 Community Meeting
● Sign-in Sheet for October 28, 2023 Community Meeting
● Email dated November 14, 2023
● Email dated November 16, 2023
Page 647
COMMUNITY MEETING
WHEN: October 28, 2023 10am-noon
WHERE: Sunnyslope Historical Society—737 East Hatcher Road
WHO: Open to the public—community participation strongly encouraged!
WHAT: Re-zoning application Z-32-23-3 (details below)
WHY: Zoning decisions set the direction and shape the future of
communities—this meeting provides an opportunity for the public
to be heard on the proposal.
How does the What do you think it should be?
• Single-family detached housing?
proposal contribute • Mixed-use Live/Work space?
to the community? • Trailhead & parking for mountain preserves?
• City park?
• Something else?
Existing R1-10 Zoning Allows
• Single-Family, Detached
• Multifamily Development
Requested C-3 Zoning Allows
• Adult Bookstore
• Commercial Ammunition Loading
• Amusement Park
COME SHARE
• Auctioneers’ Auditorium
• Auto Body Shop
• Auto Rental & Leasing
YOUR FEEDBACK!
• Bottled or containerized fuel,
storage, distribution, & retail sales
• Camper Sales
• Car Wash
• Cleaning Compounds Storage
• Commercial Radio or RV Tower or
Transmitting Station WHILE WE HAVE YOUR ATTENTION—
• Firewood Storage
• Insecticides Storage & Distribution PLEASE CONSIDER DONATING TO THE
• Shooting Gallery SUNNYSLOPE HISTORICAL SOCIETY
• Tire Repair & Recapping
• Used & New Car Sales
Z-32-23-3: Application to rezone 1.20 acres located approximately 360 feet east of the southeast
corner of Cave Creek Road and Mescal Street from R1-10 (Single-Family Residence District) to
C-3 (General Commercial) to allow commercial uses (self-service storage warehouse).
TURN OVER FOR MORE INFORMATION
Page 648
Z-32-23-3 Application to re-zone 1602 E Desert Cove Avenue
PROPOSED SITE PLAN PROJECT LOCATION
PROJECT NARRATIVE
Applicant requests re-zoning
of the subject property from
R1-10 to C-3, to be combined
PROPOSED ELEVATIONS
with applicant’s adjoining C-3
property for development into
a self storage facility.
The proposed site layout
includes five single-story metal
storage buildings, and
requires abandonment of the
existing street west of the
property. Abandonment may
affect neighboring property
owners.
Founded in 1989, Sunnyslope Historical Society’s mission is to
preserve its past for its future through researching, collecting,
preserving, and sharing the history of this intriguing
community many have called home. As a non-profit 501(c)3
the Society, with its members and volunteers, also operates a
community museum and archive. The Society also maintains a
research library, and hosts several events, special exhibits and
programs throughout the year in support of its goals.
THIS MEETING IS FREE AND OPEN TO MEMBERS OF THE PUBLIC.
PLEASE CONSIDER SUPPORTING THIS LOCAL NON-PROFIT WITH AN IN-PERSON DONATION
AT THE MEETING, OR A DIGITAL DONATION AT WWW.SUNNYSLOPEHISTORICALSOCIETY.ORG
Thank you to Sunnyslope Historical Society for hosting this community meeting.
Page 649
Page 650
Page 651
Page 652
FUTURE PHX Mail - Fwd: Continued Case for Z-32-23-3 12/4/23, 4:31 PM
Shane Gore
Fwd: Continued Case for Z-32-23-3
Shane Gore
To: Marty Hall
Cc: Julia Taggart
Good morning Marty,
Thanks for sending this over.
Have you and Mr. Maglio had a chance to explore alternative projects for the site? As you know, the community will
not support the application as it currently stands, even with your assurance that the self storage will not be built.
Here's a link to a dropbox folder with the project files for the affordable multi-family project that I mentioned at our last
community meeting:
https://www.dropbox.com/scl/fo/p0fj6vc5jycqfsavusnrg/h?rlkey=pjhczex209owpttgy537salwp&dl=0
Obviously, the site is much different and doesn't have the same challenges as your site. But it's a great example of
how PUD zoning can be a tool to overcome certain site characteristics that may otherwise appear to be a dealbreaker
at first glance. The affordable project is utilizing the PUD to alter zoning requirements related to the property
wall/fence and the number of parking stalls.
Here are a couple of articles about Contractor Garages aka Small Bay Warehouse:
https://kern.al/idea/self-storages-hotter-cousin
https://www.commercialsearch.com/news/under-the-radar-small-bay-warehouse-space-surges/
https://chrisramsey.ck.page/ae6f9f468e
Shane Gore (he/him)
FUTURE PHX
(602) 315-2734
shane@futurephx.org
www.futurephx.org
The People Shape The Future.
[Quoted text hidden]
[Quoted text hidden]
Thank you,
Greg Harmon
Planner I
Planning Division
602.495.7602
Planning & Development Department
200 West Washington Street
Phoenix, AZ 85003
https://mail.google.com/mail/u/3/ik=d167131c2f&view=pt&search=al…id=msg-a:r-7922523212241770783&simpl=msg-a:r-7922523212241770783 Page 1 of 2
Page 653
FUTURE PHX Mail - Fwd: Continued Case for Z-32-23-3 12/4/23, 4:31 PM
Mission:Planning, Development and Preservation for a Better Phoenix
https://mail.google.com/mail/u/3/ik=d167131c2f&view=pt&search=al…id=msg-a:r-7922523212241770783&simpl=msg-a:r-7922523212241770783 Page 2 of 2
Page 654
FUTURE PHX Mail - Fwd: Continued Case for Z-32-23-3 12/4/23, 4:30 PM
Shane Gore
Fwd: Continued Case for Z-32-23-3
Shane Gore
To: Marty Hall
Cc: PHX LUV
Hi Marty & Terry,
I'm following up on my prior email to continue our dialogue in the spirit of openness and collaboration.
During the community meeting on October 28, 2023, I believe we all heard the same thing: a resounding rejection of both the proposed use
as a self storage facility, and specific concerns about the plan to abandon the city street adjacent to the Daltons' vehicle gate.
In my previous email below, I shared two potential alternative uses for the site that would be more compatible with the surrounding area,
and sensitive to community concerns. As several community members said at our meeting—we acknowledge and gladly accept our role to
work with you in good faith to find a solution that provides a reasonable return on the property investment, while also supporting the
community's goals.
To be clear, I believe that even the existing R1-10 zoning provides for a viable and handsomely profitable development of the land as four
single family homes—despite the suggestion that potential buyers would be put off by driving a quarter mile through commercial zoning
(something that's not uncommon with the development patterns in this city).
Collectively the community has made a strong effort to engage with you about this project. If your application remains unchanged at the
next relevant hearing—I can say without reservation that you will face strong community opposition. You've acknowledged a number of
times that you have no means or intention of following through on the development of a self storage facility if your application is granted.
The Planning Commission and the community have a right to know prior to granting your application what will be developed on the site.
I look forward to further constructive discussion.
Shane Gore (he/him)
FUTURE PHX
(602) 315-2734
shane@futurephx.org
www.futurephx.org
The People Shape The Future.
[Quoted text hidden]
https://mail.google.com/mail/u/3/ik=d167131c2f&view=pt&search=a…id=msg-a:r-1385567308422323220&simpl=msg-a:r-1385567308422323220 Page 1 of 1
Page 655
From: Steve and Par P
Sent: Wednesday, December 6, 2023 3:43 PM
To: PDD Planning Commission
Subject: Re: Item #13, Application # Z-32-23-3 (opposition to rezoning)
ToPlanningCommission:
Weareresidentslivingwithin1mileofthelocationoftherequestedrezoningof1602EDesertCoveAvefromR1Ͳ10to
CͲ3andstronglyopposethisrezoning.Withthehousingshortage,continuedrisingrents,andcontinuallyrisinghousing
coststhroughoutPhoenix,rezoninganexistingresidentialparcelintoacommercialparcelonlymakestheseserious
problemsevenworse.Withalmost8000evictionsinPhoenixinbothSeptember2023andOctober2023,allthese
seriousproblemswillcontinuetogetworse.https://www.azcentral.com/story/news/local/phoenix/2023/11/03/metroͲ
phoenixͲevictionͲfilingsͲsoarͲtoͲrecordͲinͲoctober/71382159007/[azcentral.com]
Pleaseconsiderthatresidentsneedhousing(shelter)beforetheyneedastoragefacilityandthatresidentialhousing
substantiallyoutweighstheneedforastoragefacilityintoday'shousingcrisis.Please,Please,Pleaseconsiderthe
ramificationsofapprovingthistypeofrezoningthatwillhurtresidentsthroughoutPhoenixandpleasedenythis
rezoning.Thankyou.
StevePamperin
ParShahpar
Page 656
From: Shane Gore
Sent: Monday, December 11, 2023 9:45 AM
To: PDD Planning Commission
Cc: Julia Taggart; PHX LUV
Subject: Letter regarding Planning Commission Results December 7, 2023
Attachments: 2023-12-11 Letter to PC Z-32-23-3_FINAL.pdf
Goodmorning,
PleasefindattachedmylettertothePlanningCommissionregardingtheoutcomeofcaseZͲ32Ͳ23Ͳ3fromDecember7,
2023.
Thankyou!
ShaneGore(he/him)
FUTUREPHX
(602) 315Ͳ2734
shane@futurephx.org
www.futurephx.org[futurephx.org]
The People Shape The Future.
Page 657
Monday, December 11, 2023
Re: Z-32-23-3
Planning Commission
200 W Jefferson St
Phoenix, Arizona 85003
Subject: Results of Planning Commission Hearing December 7, 2023
Dear Commissioners:
I write you today to express my sincere gratitude for the result of your recent vote on case
Z-32-23-3. My fellow organizers and I put significant time and energy into delivering a
compelling argument in opposition to the proposed project, and it is incredibly rewarding to
see that effort carefully considered by your esteemed body.
In anticipation that the applicant may choose to appeal your decision, there are a few matters
that I would like to clarify for the record.
1. At the October 5, 2023 Planning Commission, the commission indicated agreement with
the overwhelming public feedback, that more community engagement would be
appropriate for the project. Subsequent to this meeting, neither the Applicant nor his
Representative made any further effort to actually engage the community.
Concerned that the 30 day continuance would expire without accomplishing anything, my
fellow organizers and I took the initiative to schedule a public meeting—including obtaining
an appropriate venue; publicizing the date, time and location of the meeting; informing the
community about the project proposal; and facilitating the meeting.
Ahead of the community meeting, I had a telephone conversation with Mr. Hall on October
23, 2023 where I provided background on the community’s concerns and potential ideas
that could gain support from the community. I followed up that phone conversation with an
email to Mr. Hall on October 24, 2023 with a link to a Texas “missing middle” development
called Boston Commons.
During that public meeting on October 28, 2023, a number of neighborhood leaders
representing their communities expressed overwhelming opposition to the project as
proposed. There was no public support for the project at this meeting. Notably, there was
near-unanimous support for collaborating with the applicant to identify some kind of project
that the community could support.
The neighboring property owner—Dalton Air Conditioning—expressed their concerns about
the Applicant’s intention to abandon Mescal Street, which Dalton requires use of in order to
access their property with delivery trucks and tractor trailers. The Applicant indicated he
Page 658
was open to modifying the proposed abandonment, while his Representative remained
non-committal about any changes to their proposed plan.
At the conclusion of the community meeting, it was agreed with the applicant and his
representative that they would voluntarily continue their case for another 30 days to allow
more time for engagement.
2. At the November 2, 2023 Planning Commission, I indicated to the commission that
communications with the applicant and his representative had been “constructive, but not
productive”, meaning that there had been successful communication between the two
sides, but that no forward progress had yet been made.
The Commission granted an additional 30 day continuance.
3. There were no communications between the applicant and the community until November
13, 2023, when Mr. Hall forwarded an email from staff which included the next hearing date
— December 7, 2023.
I responded to Mr. Hall via email on November 14, 2023 and shared additional ideas that
could potentially win the community’s support. One of these ideas was an alternative
storage model called Small Bay Warehouse, or more commonly “Contractor Garages”. The
other idea was an affordable housing project recently heard by the Commission under case
Z-51-23 for a 40-unit affordable multi-family housing project.
At the December 7, 2023 hearing, Mr. Hall mentioned the Resilient Living project and made
comments dismissing the possibility of “affordable” for the subject property because of the
lack of funding available for that type of project.
I can’t speak to whether this was a lack of candor on Mr. Hall’s part, or simple confusion—
but the purpose of sharing the Resilient Living project with the applicant was to provide an
example of how Planned Unit Development could be a tool to overcome some of the
property’s features which he felt were barriers to development options other than self
storage. The “affordable” aspect was not the suggestion.
4. I have now heard Mr. Hall repeatedly describe the subject property as being “surrounded
by commercial zoning”—again, I’m not able to speak to whether this is a lack of candor on
Mr. Hall’s part, or just a result of poor due diligence on his part—but this is factually
incorrect.
Enclosed here is an infographic I developed ahead of the October 28, 2023 community
meeting. Analysis of the subject property’s boundaries reveal that just 12% of those
property lines are currently shared with C-3 zoning as the property exists today. When
analyzed “as proposed” (including combination of the adjoining parcel), still only 18% of
the property lines are shared with C-3 zoned parcels.
Page 659
I believe the more relevant analysis is to look at the actual land uses surrounding the
proposed project. Viewed in this way, the reason the subject property is zoned R1-10
becomes rather obvious—the development pattern in this area of Cave Creek Road locates
more intensive commercial uses along Cave Creek Road, with less intense residential uses
emerging as development moves away from Cave Creek Road.
5. Another frequent refrain heard from Mr. Hall has been some form of “well—if you don’t want
storage—then what do you think it should be?”. I have heard him repeat this comment in
multiple hearings and conversations. It’s not clear that Mr. Hall’s bias in favor of his client
allows him to recognize that perhaps rezoning from residential to commercial is the
proverbial “trying to put a square peg in a round hole”.
Specifically—I wonder if Mr. Hall realizes that perhaps the reason he’s having so much
trouble finding a suitable commercial development for the subject property could be that
residential zoning is already the most appropriate zoning for this particular parcel. His
client’s desire for commercial development may simply be incompatible with the property
he owns.
Once again, I want to reiterate how grateful our communities are for the commission’s
thoughtful vote to deny this rezoning application. You’ve taken a big step in the direction of
supporting neighborhoods, and more specifically supporting development that adds to and
builds the fabric of our communities, rather than tearing them down.
Thank you. We wish you warm greetings and joyful holiday celebrations this season.
Sincerely,
Shane Gore
FUTURE PHX
Enclosures:
• Flyer “A Case Against Self Storage”
• Flyer “Z-32-23-3 Community Meeting”
• Email dated October 24, 2023 at 8:34AM “Boston Commons Project”
• Email dated November 14, 2023 at 8:56AM “Fwd: Continued Case for Z-32-23-3”
• Email dated November 16, 2023 at 1:41PM “Fwd: Continued Case for Z-32-23-3”
Page 660
A Case Against
SELF STORAGE
Self storage is already overabundant. EXISTING STORAGE WITHIN
RADIUS OF SUBJECT PROPERTY
Big Storage has been booming and flush with cash for
over five years—scooping up valuable underdeveloped or MILE 4
vacant property at virtually any price.
This strategy is not based on a market-driven demand for 5
MILES 42
storage. It’s based on a greedy strategy of continuous
corporate growth by way of a) flooding the market with
inventory (new storage units/square footage) and b)
MILES 169
denying prime locations from their competitors to reduce 0 50 100 150 200
pressure on their profits. NUMBER OF FACILITIES
Storage doesn’t contribute to communities.
QUICK FACTS Self storage provides a useful service to a wide variety
• Stuff doesn’t pay taxes.
of city residents. On the other hand—it can also fuel our
cultural attachment to Stuff—while the facilities rob our
• Stuff doesn’t buy groceries.
communities of the people density they need to be
• Stuff can’t eat at local vibrant and for the ecosystem of the community to
restaurants or buy drinks at thrive.
neighborhood bars. For example: Vital community assets like grocery
stores have a business structure that requires a certain
• Stuff doesn’t get counted in volume of sales to sustain full-service operations
the decennial U.S. Census, or including meats, seafood, and fresh produce. Any
bring public school dollars to development activity which reduces people density in
the community. the community is an attack on the community grocery
store, and a vote in favor of food deserts.
There’s a housing shortage, Jack!
STOP
Communities struggling with preservation, decline, and
renewal need more diversity—of land uses, businesses,
Zoning is decided by the
people, housing types, and many other small contributors community*—it is not part of
to incremental improvement and stronger neighborhoods. a landowner’s property rights
What should this property be? Every voice in the “entitlements”.
community counts—whether you own property, lease a Before zoning is changed—
commercial space, or rent an apartment—you have a say what does the community
in shaping the future of your community. want or need?
*OFFICIAL BODIES MAKE FINAL DECISIONS—BUT COMMUNITY INPUT CAN
MAKE THE DIFFERENCE BETWEEN A RUBBER STAMPPage
AND SOMETHING BETTER.
PROJECT LAND USE MAP
FACTS COMMERCIAL
RESIDENTIAL
SITE INFO PARKS/OPEN SPACE
CURRENT POTENTIAL PLANNED
AREA CURRENT HOUSING HOUSING REQUESTED HOUSING
(ACRES) ZONING UNITS UNITS ZONING UNITS
Subject 1.1996 R1-10 2 ? C-3 0
Parcel
Adjoining 0.3049 C-3 0 ? - 0
Parcel
Combined 1.5045 - 2 ? C-3 0
Property
ADJOINING LAND USE
C-3
12% PARKS/
OPEN SPACE
74%
R-3
9%
STREET
5%
EXISTING
C-3
18% PARKS/
OPEN SPACE
56%
R-3
19%
STREET
7% AS PROPOSED
DISTRIBUTION
The People Shape The Future. LIST SIGN-UP
Page 662
COMMUNITY MEETING
WHEN: October 28, 2023 10am-noon
WHERE: Sunnyslope Historical Society—737 East Hatcher Road
WHO: Open to the public—community participation strongly encouraged!
WHAT: Re-zoning application Z-32-23-3 (details below)
WHY: Zoning decisions set the direction and shape the future of
communities—this meeting provides an opportunity for the public
to be heard on the proposal.
How does the What do you think it should be?
• Single-family detached housing?
proposal contribute • Mixed-use Live/Work space?
to the community? • Trailhead & parking for mountain preserves?
• City park?
• Something else?
Existing R1-10 Zoning Allows
• Single-Family, Detached
• Multifamily Development
Requested C-3 Zoning Allows
• Adult Bookstore
• Commercial Ammunition Loading
• Amusement Park
COME SHARE
• Auctioneers’ Auditorium
• Auto Body Shop
• Auto Rental & Leasing
YOUR FEEDBACK!
• Bottled or containerized fuel,
storage, distribution, & retail sales
• Camper Sales
• Car Wash
• Cleaning Compounds Storage
• Commercial Radio or RV Tower or
Transmitting Station WHILE WE HAVE YOUR ATTENTION—
• Firewood Storage
• Insecticides Storage & Distribution PLEASE CONSIDER DONATING TO THE
• Shooting Gallery SUNNYSLOPE HISTORICAL SOCIETY
• Tire Repair & Recapping
• Used & New Car Sales
Z-32-23-3: Application to rezone 1.20 acres located approximately 360 feet east of the southeast
corner of Cave Creek Road and Mescal Street from R1-10 (Single-Family Residence District) to
C-3 (General Commercial) to allow commercial uses (self-service storage warehouse).
TURN OVER FOR MORE INFORMATION
Page 663
Z-32-23-3 Application to re-zone 1602 E Desert Cove Avenue
PROPOSED SITE PLAN PROJECT LOCATION
PROJECT NARRATIVE
Applicant requests re-zoning
of the subject property from
R1-10 to C-3, to be combined
PROPOSED ELEVATIONS
with applicant’s adjoining C-3
property for development into
a self storage facility.
The proposed site layout
includes five single-story metal
storage buildings, and
requires abandonment of the
existing street west of the
property. Abandonment may
affect neighboring property
owners.
Founded in 1989, Sunnyslope Historical Society’s mission is to
preserve its past for its future through researching, collecting,
preserving, and sharing the history of this intriguing
community many have called home. As a non-profit 501(c)3
the Society, with its members and volunteers, also operates a
community museum and archive. The Society also maintains a
research library, and hosts several events, special exhibits and
programs throughout the year in support of its goals.
THIS MEETING IS FREE AND OPEN TO MEMBERS OF THE PUBLIC.
PLEASE CONSIDER SUPPORTING THIS LOCAL NON-PROFIT WITH AN IN-PERSON DONATION
AT THE MEETING, OR A DIGITAL DONATION AT WWW.SUNNYSLOPEHISTORICALSOCIETY.ORG
Thank you to Sunnyslope Historical Society for hosting this community meeting.
Page 664
FUTURE PHX Mail - Boston Commons Project 12/9/23, 9:31 AM
Shane Gore
Boston Commons Project
Shane Gore
To: martyhall16@gmail.com
Good morning Marty,
This is the project I mentioned on the phone yesterday when I was talking about Missing Middle housing. It's an interesting concept and
something we need more of in Phoenix.
https://bostoncommons.co/community/
A Healthy Alternative: A home is more than a house, it is the building block of community. Boston Commons is a 10 unit complex that
offers a variety of rental housing options including freestanding single-family homes, duplexes, and co-living suites to help bring together
a vibrant and diverse group of residents.
Shane Gore
FUTURE PHX
(602) 315-2734
shane@futurephx.org
www.futurephx.org
The People Shape The Future.
https://mail.google.com/mail/u/3/ik=d167131c2f&view=pt&search=…gid=msg-a:r3853905536484586373&simpl=msg-a:r3853905536484586373 Page 1 of 1
Page 665
FUTURE PHX Mail - Fwd: Continued Case for Z-32-23-3 12/4/23, 4:31 PM
Shane Gore
Fwd: Continued Case for Z-32-23-3
Shane Gore
To: Marty Hall
Cc: Julia Taggart
Good morning Marty,
Thanks for sending this over.
Have you and Mr. Maglio had a chance to explore alternative projects for the site? As you know, the community will
not support the application as it currently stands, even with your assurance that the self storage will not be built.
Here's a link to a dropbox folder with the project files for the affordable multi-family project that I mentioned at our last
community meeting:
https://www.dropbox.com/scl/fo/p0fj6vc5jycqfsavusnrg/h?rlkey=pjhczex209owpttgy537salwp&dl=0
Obviously, the site is much different and doesn't have the same challenges as your site. But it's a great example of
how PUD zoning can be a tool to overcome certain site characteristics that may otherwise appear to be a dealbreaker
at first glance. The affordable project is utilizing the PUD to alter zoning requirements related to the property
wall/fence and the number of parking stalls.
Here are a couple of articles about Contractor Garages aka Small Bay Warehouse:
https://kern.al/idea/self-storages-hotter-cousin
https://www.commercialsearch.com/news/under-the-radar-small-bay-warehouse-space-surges/
https://chrisramsey.ck.page/ae6f9f468e
Shane Gore (he/him)
FUTURE PHX
(602) 315-2734
shane@futurephx.org
www.futurephx.org
The People Shape The Future.
[Quoted text hidden]
[Quoted text hidden]
Thank you,
Greg Harmon
Planner I
Planning Division
602.495.7602
Planning & Development Department
200 West Washington Street
Phoenix, AZ 85003
https://mail.google.com/mail/u/3/ik=d167131c2f&view=pt&search=al…id=msg-a:r-7922523212241770783&simpl=msg-a:r-7922523212241770783 Page 1 of 2
Page 666
FUTURE PHX Mail - Fwd: Continued Case for Z-32-23-3 12/4/23, 4:31 PM
Mission:Planning, Development and Preservation for a Better Phoenix
https://mail.google.com/mail/u/3/ik=d167131c2f&view=pt&search=al…id=msg-a:r-7922523212241770783&simpl=msg-a:r-7922523212241770783 Page 2 of 2
Page 667
FUTURE PHX Mail - Fwd: Continued Case for Z-32-23-3 12/4/23, 4:30 PM
Shane Gore
Fwd: Continued Case for Z-32-23-3
Shane Gore
To: Marty Hall
Cc: PHX LUV
Hi Marty & Terry,
I'm following up on my prior email to continue our dialogue in the spirit of openness and collaboration.
During the community meeting on October 28, 2023, I believe we all heard the same thing: a resounding rejection of both the proposed use
as a self storage facility, and specific concerns about the plan to abandon the city street adjacent to the Daltons' vehicle gate.
In my previous email below, I shared two potential alternative uses for the site that would be more compatible with the surrounding area,
and sensitive to community concerns. As several community members said at our meeting—we acknowledge and gladly accept our role to
work with you in good faith to find a solution that provides a reasonable return on the property investment, while also supporting the
community's goals.
To be clear, I believe that even the existing R1-10 zoning provides for a viable and handsomely profitable development of the land as four
single family homes—despite the suggestion that potential buyers would be put off by driving a quarter mile through commercial zoning
(something that's not uncommon with the development patterns in this city).
Collectively the community has made a strong effort to engage with you about this project. If your application remains unchanged at the
next relevant hearing—I can say without reservation that you will face strong community opposition. You've acknowledged a number of
times that you have no means or intention of following through on the development of a self storage facility if your application is granted.
The Planning Commission and the community have a right to know prior to granting your application what will be developed on the site.
I look forward to further constructive discussion.
Shane Gore (he/him)
FUTURE PHX
(602) 315-2734
shane@futurephx.org
www.futurephx.org
The People Shape The Future.
[Quoted text hidden]
https://mail.google.com/mail/u/3/ik=d167131c2f&view=pt&search=a…id=msg-a:r-1385567308422323220&simpl=msg-a:r-1385567308422323220 Page 1 of 1
Page 668
Report
Supporting documents
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View on Agenda Online ↗
Item text
General Plan Amendment GPA-LV-3-22-8 - Approximately 860 Feet South of the
Southwest Corner of 51st Avenue and Carver Road (Resolution 22196)
Request to hold a public hearing on a General Plan Amendment to consider adopting
the Planning Commission's recommendation and the related resolution if approved.
Request to amend the General Plan Land Use Map designation on 284.19 acres from
Residential 1 to 2 dwelling units per acre, Residential 2 to 3.5 dwelling units per acre,
Residential 3.5 to 5 dwelling units per acre, Residential 5 to 10 dwelling units per acre,
Residential 15+ dwelling units per acre, Public / Quasi-Public, Commercial, and Resort
to Commercial / Commerce/Business Park, Commercial / Commerce/Business Park /
Residential 1 to 2 dwelling units per acre / Residential 3.5 to 5 dwelling units per acre /
Residential 5 to 10 dwelling units per acre / Residential 10 to 15 dwelling units per
acre / Residential 15+ dwelling units per acre, Commercial / Residential 1 to 2 dwelling
units per acre / Residential 3.5 to 5 dwelling units per acre / Residential 5 to 10
dwelling units per acre / Residential 10 to 15 dwelling units per acre / Residential 15+
dwelling units per acre, Residential 1 to 2 dwelling units per acre / Residential 3.5 to 5
dwelling units per acre / Residential 5 to 10 dwelling units per acre / Residential 10 to
15 dwelling units per acre / Residential 15+ dwelling units per acre, and Resort. This
item is a companion case to Z-53-22-8 and must be heard prior to Z-53-22-8.
Summary
Application: GPA-LV-3-22-8
Current Designation: Residential 1 to 2 dwelling units per acre (54.23 acres),
Residential 2 to 3.5 dwelling units per acre (41.64 acres), Residential 3.5 to 5 dwelling
units per acre (84.24), Residential 5 to 10 dwelling units per acre (57.14 acres),
Residential 15+ dwelling units per acre (4.09 acres), Public / Quasi-Public (17.51
acres), Commercial (25.43 acres), and Resort
Proposed Plan Designation: Commercial / Commerce/Business Park (100.01 acres),
Commercial / Commerce/Business Park / Residential 10 to 15 dwelling units per acre /
Residential 15+ dwelling units per acre (65.14 acres), Commercial / Residential 10 to
15 dwelling units per acre / Residential 15+ dwelling units per acre (40.46 acres),
Residential 10 to 15 dwelling units per acre / Residential 15+ dwelling units per acre
(78.58 acres), and Resort.
Acreage: 284.19
Page 669
Proposed Use: Commercial, Commerce/Business Park, various residential
designations, and resort
Owner: Lines Ruskin R JR, et. al
Applicant: Alex Stedman, RVi Planning and Landscape Architecture
Representative: Wendy Riddell, Berry Riddell, LLC
Staff Recommendation: Approval.
VPC Information Only: The Laveen Village Planning Committee heard the item on Nov.
14, 2022, for information only.
VPC Action: The Laveen Village Planning Committee heard the item on Feb. 12, 2024,
and continued the item, by a vote of 8-0. The Laveen Village Planning Committee
heard the item on March 18, 2024, and recommended denial as filed, approval with
modifications, by a vote of 8-0.
PC Action: The Planning Commission heard the item on March 7, 2024, and continued
the item, by a vote of 8-0. The Planning Commission heard this item on April 4, 2024,
and recommended approval, per the Laveen Village Planning Committee
recommendation, by a vote of 8-0.
Location
Approximately 860 feet south of the southwest corner of 51st Avenue and Carver Road
Council District: 8
Parcel Addresses: 11842 and 12000 S. 51st Ave. and 4951 and 5141 W. Estrella Drive
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.
Page 670
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED RESOLUTION
RESOLUTION
A RESOLUTION ADOPTING AN AMENDMENT TO THE 2015
GENERAL PLAN FOR PHOENIX, APPLICATION GPA-LV-3-22-8,
CHANGING THE LAND USE CLASSIFICATION FOR THE
PARCEL DESCRIBED HEREIN.
____________
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF PHOENIX, as
follows:
SECTION 1. The 2015 Phoenix General Plan, which was adopted by
Resolution 21307, is hereby amended by adopting GPA-LV-3-22-8. The 284.19 acre
site located approximately 860 feet south of the southwest corner of 51st Avenue and
Carver Road is designated as 100.01 acres of Commercial / Commerce/Business
Park, 65.14 acres of Commercial / Commerce/Business Park / Residential 1 to 2
dwelling units per acre / Residential 3.5 to 5 dwelling units per acre / Residential 5 to
10 dwelling units per acre / Residential 10 to 15 dwelling units per acre / Residential
15+ dwelling units per acre, 40.46 acres of Commercial / Residential 1 to 2 dwelling
units per acre / Residential 3.5 to 5 dwelling units per acre / Residential 5 to 10
dwelling units per acre / Residential 10 to 15 dwelling units per acre / Residential 15+
dwelling units per acre, 78.58 acres of Residential 1 to 2 dwelling units per acre /
Residential 3.5 to 5 dwelling units per acre / Residential 5 to 10 dwelling units per acre
-1- Resolution
Page 671
/ Residential 10 to 15 dwelling units per acre / Residential 15+ dwelling units per acre,
and Resort.
SECTON 2. The Planning and Development Director is instructed to
modify the 2015 Phoenix General Plan to reflect this land use classification change as
shown below:
PASSED by the Council of the City of Phoenix this 1st day of May 2024.
MAYOR
ATTEST:
____________________________
Denise Archibald, City Clerk
-2- Resolution
Page 672
APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney
By:___________________________
___________________________
REVIEWED BY:
______________________________
Jeffrey Barton, City Manager
-3- Resolution
Page 673
ATTACHMENT B
GENERAL PLAN AMENDMENT
STAFF ANALYSIS
*REVISED February 7, 2024
Application: GPA-LV-3-22-8
Owner: Lines Ruskin R JR, et. al
Applicant: Alex Stedman, RVi Planning and Landscape
Architecture
Representative: Wendy Riddell, Berry Riddell, LLC
Location: Approximately 860 feet south of the southwest
corner of 51st Avenue and Carver Road
Acreage: 284.19 acres
*Current Plan Designation: Residential 1 to 2 dwelling units per acre
(54.23 acres), Residential 2 to 3.5 dwelling
units per acre (41.64 acres), Residential 3.5 to
5 dwelling units per acre (84.24 acres),
Residential 5 to 10 dwelling units per acre
(57.14 acres), Residential 15+ dwelling units
per acre (4.09 acres), Public / Quasi-Public
(17.51 acres), and Commercial (25.34 acres),
Resort
Requested Plan Designation: Commercial / Commerce/Business Park
(100.01 acres), Commercial / Commerce /
Business Park / Residential 10 to 15 dwelling
units per acre / Residential 15+ dwelling units
per acre (65.14 acres), Commercial /
Residential 10 to 15 dwelling units per acre /
Residential 15+ dwelling units per acre (40.46
acres), Residential 10 to 15 dwelling units per
acre / Residential 15+ dwelling units per acre
(78.58 acres), Resort
Reason for Requested Change: A minor general plan amendment for
Commercial, Commerce/Business Park,
various residential designations, and resort.
Laveen Village Planning Committee February 12, 2024
Meeting Date:
Staff Recommendation: Approval
Page 674
Staff Analysis
GPA-LV-3-22-8
FINDINGS:
1) The proposed land use map designations provide for a land use mix that is
appropriate given the site’s location along the Loop 202 Freeway corridor and
would provide services to the nearby residential neighborhoods.
2) The companion rezoning case, Z-53-22-8, creates a unified zoning framework
through a Planned Unit Development (PUD) for the entire site. The General
Plan Amendment will provide for a General Plan Land Use Map designation
that is consistent with the proposed PUD.
3) The companion rezoning case, Z-53-22-8, provides enhanced landscape
buffers and building height stepbacks to make the proposed development a
compatible addition to the area.
BACKGROUND
The subject site is 284.19 gross acres located approximately 860 feet south of the
southwest corner of 51st Avenue and Carver Road. The site currently consists of
vacant land, agricultural land, and rural residential.
This request proposes a minor amendment to the General Plan Land Use Map to
allow commercial, commerce park/business park, residential, and resort uses. The
*proposal will modify the land use designation from 54.23 acres of Residential 1 to 2
dwelling units per acre, 41.64 acres of Residential 2 to 3.5 dwelling units per acre,
84.24 acres of Residential 3.5 to 5 dwelling units per acre, 57.14 acres of Residential
5 to 10 dwelling units per acre, 4.09 acres of Residential 15+ dwelling units per acre,
17.51 acres of Public / Quasi-Public, and 25.34 acres of Commercial to 100.01 acres
of Commercial / Commerce/Business Park, 65.14 acres of Commercial / Commerce /
Business Park / Residential a10 to 15 dwelling units per acre / Residential 15+
dwelling units per acre, 40.46 acres of Commercial / Residential 10 to 15 dwelling
units per acre / Residential 15+ dwelling units per acre, and 78.58 acres of Residential
10 to 15 dwelling units per acre / Residential 15+ dwelling units per acre.
Page 675
Staff Analysis
GPA-LV-3-22-8
*General Plan Land Use Map Designation
Source: Planning and Development Department
The companion rezoning case Z-53-22-8 is requesting to rezone the site from S-1, S-
1 (Approved C-2 PCD), S-1 (Approved R-2 PCD), S-1 (Approved R-3 PCD), S-1
(Approved R-3A PCD), S-1 (Approved R1-18 PCD), S-1 (Approved R1-8 PCD), and
S-1 (Approved RH/R1-10 PCD) to PUD to allow single and multifamily, residential,
commercial uses, and some commerce park. The existing zoning is depicted in the
below figure.
Aerial Zoning Map
Source: Planning and Development Department
Page 676
Staff Analysis
GPA-LV-3-22-8
SURROUNDING LAND USES
The subject site consists of vacant land, agricultural land, and rural residential. The
*current General Plan Land Use Map designation for the site is Residential 1 to 2
dwelling units per acre, Residential 2 to 3.5 dwelling units per acre, Residential 3.5 to
5 dwelling units per acre, Residential 5 to 10 dwelling units per acre, Residential 15+
dwelling units per acre, Public / Quasi-Public, and Commercial. There is also an R
noted on the General Plan Use Map which depicts a general location for a future
resort site. The applicant will maintain this designation.
NORTH (West of 51st Avenue)
A single-family residential development is located north of the subject site and is
designated Residential 2 to 3.5 dwelling units per acre.
NORTH (East of 51st Avenue)
North of Estrella Drive, are large lot single-family homes within Maricopa County
designated Residential 0 to 1 dwelling units per acre.
SOUTH
South of the subject site is the South Mountain Park and Preserve designated Parks /
Open Space-Public and Residential 0 to 1 dwelling units per acre.
EAST
East of the subject site are large lot single-family houses designated Residential 0 to 1
dwelling units per acre.
WEST
West of the subject site, is The Loop 202 Freeway designated Residential 3.5 to 5
dwelling units per acre, Residential 15+ dwelling units per acre, and Commercial.
West of the Loop 202 Freeway is vacant land in the Gila River Indian Reservation.
RELATIONSHIP TO GENERAL PLAN CORE VALUES AND PRINCIPLES
STRENGTHEN OUR LOCAL ECONOMY CORE VALUE
• ENTREPRENEURS AND EMERGING ENTERPRISES; LAND USE
PRINCIPLE: Encourage land uses that promote the growth of
entrepreneurs or new businesses in Phoenix in appropriate locations.
This General Plan Amendment request, with the companion rezoning request,
Z-53-22-8, will support a variety of commerical and employment uses within the
South Mountain tech corridor. The development will provide a place for a mix of
businesses to operate and grow within close proximity to housing options.
Page 677
Staff Analysis
GPA-LV-3-22-8
CELEBRATE OUR DIVERSE COMMUNITIES AND NEIGHBORHOODS
• CERTAINTY AND CHARACTER; DESIGN PRINCIPLE: Create a new
development or redevelopment that is sensitive to the scale and
character of the surrounding neighborhoods and incorporates adequate
development standards to prevent negative impact(s) on the residential
properties.
The proposed variety of land use designations are appropriately arranged to
provide services and housing to the area while also serving as a buffer where
adjacent to the existing residential/rural area. Furthermore, the companion
rezoning request, Z-53-22-8, proposes development and design standards that
are sensitive to the surrounding neighborhoods.
CELEBRATE OUR DIVERSE COMMUNITIES AND NEIGHBORHOODS
• DIVERSE NEIGHBORHOODS; LAND USE PRINCIPLE: Communities
should consist of a mix of land uses to provide housing, shopping,
dinning and recreational options for residents.
The proposed General Plan Land Use Map designation will allow for a mix of
uses including commercial, commerce park, and residential. The wide range of
designations in GPA-LV-3-22-8 will ensure a diverse area located along the
South Mountain tech corridor .
CONCLUSION AND RECOMMENDATION
Staff recommends approval of GPA-LV-3-22-8. The request aligns with the goals and
policies of the General Plan and will result in a land use designation that will maximize
the property’s location adjacent to a freeway, along the South Mountain tech corridor
and within close proximity to the mountain preserve. Along with the companion
rezoning case, Z-53-22-8, the General Plan Amendment will allow for a compatible
mix of land uses that will provide employment, services, and housing opportunities for
the Laveen community.
Writer
Nayeli Sanchez Luna
*February 7, 2024
Team Leader
Racelle Escolar
Exhibits
*Sketch Maps (2 pages)
Page 678
GENERAL PLAN AMENDMENT
CITY OF PHOENIX X PLANNING & DEVELOPMENT DEPARTMENT X 200 W WASHINGTON ST X PHOENIX, AZ X 85003X (602) 262-6882
APPLICATION NO: GPA-LV-3-22-8 ACRES: 284.19 +/- REVISION DATE:
VILLAGE: Laveen COUNCIL DISTRICT: 8 2/06/2024
APPLICANT: Alex Stedman
EXISTING:
Public / Quasi-Public ( 17.51 +/- Acres)
Commercial ( 25.34 +/- Acres)
Residential 15+ du/ac ( 4.09 +/- Acres)
51ST AVE
CARVER RD
Residential 5 to 10 du/ac ( 57.14 +/- Acres)
Residential 3.5 to 5 du/ac ( 84.24 +/- Acres)
Residential 2 to 3.5 du/ac ( 41.64 +/- Acres)
Residential 1 to 2 du/ac ( 54.23 +/- Acres)
Proposed Change Area
E E E E E Parks/Open Space - Future 1 du
E E E E E
w
v ESTRELLA DR
E E E E E
E E E E E Parks/Open Space - Publicly Owned
E E E E E
E E E E E
Public/Quasi-Public
Commercial
Residential 15+ du/acre 45TH DR
R
Residential 5 to 10 du/acre
Residential 3.5 to 5 du/acre
Residential 2 to 3.5 du/acre
Residential 1 to 2 du/acre
Residential 0 to 1 du/acre
R Resort
PROPOSED CHANGE:
Commercial / Commerce/Business Park
( 100.01 +/- Acres)
51ST AVE
Commercial / Commerce/Business Park CARVER RD
/ Residential 10 to15 du/ac / Residential 15+ du/ac
( 65.14 +/- Acres)
Commercial / Residential 10 to15 du/ac
/ 15+ ( 40.46 +/- Acres)
Residential 10 to 15 du/ac / Residential
15+ du/ac ( 78.58 +/- Acres)
202 ESTRELLA DR
Proposed Change Area
v
w
Commercial / Commerce/Business Park
45TH DR
Commercial / Commerce/Business Park /
Residential 10 to 15 du/ac / Residential 15+ du/ac
Commercial / Residential 10 to15 du/ac / R
Residential 15+ du/ac
Residential 10 to 15 du/ac / Residential 15+ du/ac
R Resort
Page 679
GENERAL PLAN AMENDMENT
CITY OF PHOENIX X PLANNING & DEVELOPMENT DEPARTMENT X 200 W WASHINGTON ST X PHOENIX, AZ X 85003X (602) 262-6882
APPLICATION NO: GPA-LV-3-22-8 ACRES: 284.19 +/- REVISION DATE:
VILLAGE: Laveen COUNCIL DISTRICT: 8 2/06/2024
APPLICANT: Alex Stedman
EXISTING:
Public / Quasi-Public ( 17.51 +/- Acres)
Commercial ( 25.34 +/- Acres)
Residential 15+ du/ac ( 4.09 +/- Acres)
51ST AVE
Residential 5 to 10 du/ac ( 57.14 +/- Acres) CARVER RD
Residential 3.5 to 5 du/ac ( 84.24 +/- Acres)
Residential 2 to 3.5 du/ac ( 41.64 +/- Acres)
Residential 1 to 2 du/ac ( 54.23 +/- Acres)
Proposed Change Area
Parks/Open Space - Future 1 du/ac
Parks/Open Space - Publicly Owned 202
w
v ESTRELLA DR
Public/Quasi-Public
Commercial
45TH DR
Residential 15+ du/ac
Residential 5 to 10 du/ac R
Residential 3.5 to 5 du/ac
Residential 2 to 3.5 du/ac
Residential 1 to 2 du/ac
Residential 0 to 1 du/ac
R Resort
PROPOSED CHANGE:
Commercial / Commerce/Business Park
( 100.01 +/- Acres)
51ST AVE
Commercial / Commerce/Business Park CARVER RD
/ Residential 10 to15 du/ac / Residential 15+ du/ac
( 65.14 +/- Acres)
Commercial / Residential 10 to15 du/ac
/ 15+ ( 40.46 +/- Acres)
Residential 10 to 15 du/ac / Residential
15+ du/ac ( 78.58 +/- Acres)
202 ESTRELLA DR
Proposed Change Area
v
w
Commercial / Commerce/Business Park
45TH DR
Commercial / Commerce/Business Park /
Residential 10 to 15 du/ac / Residential 15+ du/ac
Commercial / Residential 10 to15 du/ac / R
Residential 15+ du/ac
Residential 10 to 15 du/ac / Residential 15+ du/ac
R Resort
Page 680
ATTACHMENT C
Village Planning Committee Meeting Summary
GPA-LV-3-22-8
INFORMATION ONLY
Date of VPC Meeting November 14, 2022
Request From Residential 1 to 2 dwelling units per acre, Residential 2
to 3.5 dwelling units per acre, Residential 3.5 to 5
dwelling units per acre, Residential 5 to 10 dwelling units
per acre, Residential 15+ dwelling units per acre, Public /
Quasi-Public, Commercial, and Resort
Request To Commercial / Commerce/Business Park, Commercial /
Commerce / Business Park / Residential 10 to 15
dwelling units per acre / Residential 15+ dwelling units
per acre, Commercial / Residential 10 to 15 dwelling
units per acre / Residential 15+ dwelling units per acre,
Residential 10 to 15 dwelling units per acre / Residential
15+ dwelling units per acre, Resort
Proposed Use A minor general plan amendment for Commercial,
Commerce/Business Park, various residential
designations, and resort.
Location Approximately 860 feet south of the southwest corner of
51st Avenue and Carver Road
VPC DISCUSSION:
Item No. 5 (GPA-LV-3-22-8) and Item No. 5 (Z-53-22-8) are companion cases and
were heard together.
19 members of the public registered to speak on these items. Six of these members
of the public donated time to another individual.
APPLICANT PRESENTATION
Wendy Riddell, representing the applicant with Berry Riddell, introduced herself and
the Gila Foothills PUD project located on approximately 270 acres. Ms. Riddell
discussed the site location along the Loop 202 freeway and existing zoning. Ms. Riddell
discussed the Tierra Montana PCD, stating that the current proposal maintains the
existing entitlement of 1,700 dwelling units already approved on the site. Ms. Riddell
discussed the Minor General Plan Amendment requested and stated that a 50-foot-wide
landscape buffer is proposed along portions of the site next to residential uses. Ms.
Riddell stated that five-character areas are proposed as part of the PUD case, including:
Commercial, Employment, Resort, Resort Residential, and Residential. Ms. Riddell
discussed each of the character areas, noting that billboards are proposed, in addition
200 West Washington Street, 3 rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
Page 681
Laveen Village Planning Committee
Meeting Summary
GPA-LV-3-22-8
November 14, 2022
to agrarian-themed residential design and an electric-vehicle focused auto sales
campus. Ms. Riddell stated that this would help further the City’s Electric Vehicle
Roadmap and would have a positive tax benefit for the city. Ms. Riddell discussed a
proposed trailhead along the southwest portion of the site that would lead into South
Mountain Regional Park. Ms. Riddell discussed community outreach conducted so far
and will be hosting an in-person neighborhood meeting on December 5, 2022 at the
Estrella Foothills Global Academy starting at 6pm.
PUBLIC COMMENT
Miguel Angel Meraz lives in the area and is concerned with traffic. Mr. Meraz owns
horses and feels that this development is not compatible with the area. Mr. Meraz
added that traffic is horrible now and would get worse with this development.
Steven Ramirez understands the desire of this developer but has many concerns
including the ongoing water shortage which led to the City asking residents to conserve
water. Mr. Ramirez also has concerns with car dealerships and traffic potential, in
addition to public safety. Mr. Ramirez stated that road widening and redoing the
interchange at Estrella Drive will be needed. Mr. Ramirez stated that building height is
of concern as it would block the views of the mountains. Mr. Ramirez would accept a
maximum height of 2 stories and 30 feet, but also has concerns over increased light
pollution in the area. Mr. Ramirez added that the increased tax revenue will not benefit
this area of the city.
Timothy Cutright has lived in the area for 25 years and feels that there is an
opportunity to do something unique with the property on 51st Avenue. Mr. Cutright feels
that the auto mall use is not appropriate at this location and no development should
occur until the intersection of Estrella Drive and 51st Avenue is improved due to existing
traffic issues. Mr. Cutright takes his child to the school near this intersection and traffic
is a nightmare.
Sabrina Daniels expressed safety concerns with increased crime and homelessness in
the area. Ms. Daniels is concerned with increased vehicular traffic and worsening safety
in the area.
Dan Penton discussed a few slides provided to staff ahead of the meeting. Mr. Penton
stated that an urban-heat island would be created by this development. Mr. Penton
stated that this area is unique and unlike any other in the Valley. Mr. Penton stated that
proposing 160 acres of parking lots will cause increased heat and more noise. Mr.
Penton stated that proposing high-intensity development in an area that is very rural is
not compatible. Mr. Penton discussed the town of Carmel, Indiana, where pedestrian
gathering places were developed which encouraged the community to meet. Mr. Penton
stated that this development should consider more commercial uses like grocery stores,
an enclosed vehicle testing facility, and other uses to create a destination. Mr. Penton
discussed the Tierra Montana plan and the trail network in the area. Mr. Penton stated
that other facilities could be part of the Resort, connecting places in Laveen to shopping
and recreation to create a destination.
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
Page 682
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November 14, 2022
Maria Reagin discussed park and trail networks in the area, noting that she rides
horses near the project site. Ms. Reagin noted that there is no way to guarantee that no
gas-powered vehicles will be sold in the proposed auto mall. Ms. Reagin discussed
rising crime rates in the area due to gas stations and bus stops. Ms. Reagin stated that
a truck stop would lead to more crime in the area. Ms. Reagin stated that there are lots
of auto dealerships in the area.
Lex Davis opposes these two cases due to incompatibility with the character of the
area. Ms. Davis stated that the area is natural and rural, and this project would create
more crime, pollution, and vehicular accidents in the area. Ms. Davis added that the
Laveen character would change and would no longer be a peaceful place, leading to
more urbanization and related issues.
Galo Barzola echoes the comments provided. Mr. Barzola described witnessing
criminal activities taking place in the community, adding that more commercial uses
lead to rising crime. Mr. Barzola stated that a truck stop and automobile dealership
proposals are not compatible. Mr. Bazola stated that the community does not need
more digital signage and wants more trails. Mr. Barzola described this proposal as not
favoring the community.
Rod Grimes lives in the area and agrees with the comments made. Mr. Grimes stated
that an auto mall is not compatible as Laveen is a bedroom community that people seek
to get away from the city and not be next to commercial development. Mr. Grimes
agrees with the comments made by Lex Davis.
Phil Hertel finds numerous issues with the proposed PUD case. Mr. Hertel stated that
the applicant needs to break up the approval into various phases, as each phase has
many pieces that need to be reviewed carefully. Mr. Hertel suggested having an in-
person open house meeting as there is not enough detail provide with this proposal. Mr.
Hertel wants to understand the proposal in more detail before declaring his stance on
the cases. Mr. Hertel wants to have in-person meetings, not virtual meetings.
David Garrett has lived in the area for 19 years and discussed existing utility and canal
easements in the area. Mr. Garrett stated that properties west of 51st Avenue should be
residential and that a truck stop would not be compatible with the area. Mr. Garrett has
concerns with increased building or billboard height and lighting impacts from billboards.
Mr. Garrett is opposed to this project.
Charlie McNeely has lived in the area for many decades, as he moved here to enjoy
the natural beauty, farming, and the solitude. Mr. McNeely stated that this proposal is
across his home and discussed existing commercial uses in the area. Mr. McNeely
stated that there are no auto malls next to residential in other cities. Mr. McNeely stated
that there are schools in the area and is concerned with student safety. Mr. McNeely
does not support any heights above 20 feet and does not support billboards either.
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November 14, 2022
Anthony Houston, on behalf of Cassidy Houston, moved to the area to not have to
worry about some of the uses being proposed by this project such as auto malls or truck
stops. Mr. Houston stated that the auto mall is not an opportunity for all and that jobs
will be lost to automation. Mr. Houston has traffic concerns and is not in favor of uses
that will not preserve the Laveen area or will take away from the Village.
COMMITTEE QUESTIONS
Rebecca Perrera asked for clarification on traffic signal locations. Ms. Riddell
responded that this is still being looked at.
Carlos Ortega asked the Chair to clarify the role of the Laveen Village Planning
Committee to the community members present. Chair Glass agreed to do so later in
the discussion.
Dean Chiarelli asked for clarification on the concept of a Resort use as sometimes
these uses can be exclusionary. Mr. Chiarelli also asked whether the developer would
install electric vehicle chargers in each home without being required to do so. Mr.
Chiarelli appreciated the community input provided regarding the character of the area
and shares concerns with the effects of asphalt in Laveen. Mr. Riddell responded that
the resort is envisioned with a housing and hotel element but will be redefined later in
the process.
COMMITTEE DISCUSSION
Stephanie Hurd stated that the Village Planning Committee is an advisory board, and
the applicant took time to explain the project before a recommendation is made in the
future. Ms. Hurd expressed the importance of multi-use trail alignments in the area.
Vice Chair Abegg stated that this is the start of the project and encouraged the public
to remain involved. Ms. Abegg stated that this is a situation where the farmer is selling
his land willingly and VPC members should meet with the applicant. Ms. Abegg would
like to see a detailed land use list, such as an auto mall only for electric vehicles and not
gas-powered vehicles. Ms. Abegg agrees with Mr. Chiarelli and wants to see the
community support uses they want to see in Laveen and the developer work towards
developing uses to make these an asset for Laveen residents.
Chair Glass stated that community input is necessary and thanked the community for
their comments. Planned Unit Development or PUD cases incorporate more community
input, but the PUD process can be cumbersome. Ms. Glass stated that some items are
out of the VPC’s hands and encouraged the community to attend the community
meetings and give input. Ms. Glass stated that the applicant and community need to sit
at the table and discuss details of the project such as land uses, sign locations,
standards, and do research. Ms. Glass added that the Village Planning Committee is an
advocate for the community, but the community should also attend the various
meetings.
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November 14, 2022
Carlos Ortega stated that plainly saying no is not an answer that typically works and
instead the community should provide more input on the project. Mr. Ortega would also
like the Council Offices to hear the input from the community and VPC members.
Chair Glass asked the applicant to continue working with the community on the project.
Ms. Riddell responded that they would continue to refine uses and encourage the
public to attend their meetings.
Vice Chair Abegg stated that VPC members were appointed to make
recommendations and that sometimes the Council District offices will reach out to VPC
members with questions and to get their input. Ms. Abegg added that the City Council
receives the recommendations made by the VPC members. Ms. Abegg encouraged
staff to reach out to the applicant to ensure that there is no quorum of Laveen VPC
members at the upcoming public meeting on December 5, 2022.
Chair Glass encouraged the community to not give up and not to give in, plus provide
comments on what they want to see on the project.
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GPA-LV-3-22-8
Date of VPC Meeting February 12, 2024
Request From Residential 1 to 2 dwelling units per acre, Residential 2
to 3.5 dwelling units per acre, Residential 3.5 to 5
dwelling units per acre, Residential 5 to 10 dwelling units
per acre, Residential 15+ dwelling units per acre, Public /
Quasi-Public, Commercial, and Resort
Request To Commercial / Commerce/Business Park, Commercial /
Commerce / Business Park / Residential 10 to 15
dwelling units per acre / Residential 15+ dwelling units
per acre, Commercial / Residential 10 to 15 dwelling
units per acre / Residential 15+ dwelling units per acre,
Residential 10 to 15 dwelling units per acre / Residential
15+ dwelling units per acre, Resort
Proposal A minor general plan amendment for Commercial,
Commerce/Business Park, various residential
designations, and resort.
Location Approximately 860 feet south of the southwest corner of
51st Avenue and Carver Road
VPC Recommendation Continuance to March 18, 2024
VPC Vote 8-0
VPC DISCUSSION:
Item No. 4 (GPA-LV-3-22-8) and Item No. 5 (Z-53-22-8) were heard together.
14 members of the public registered to speak on this item.
Staff Presentation (Overall and Hub Character Area):
Nayeli Sanchez Luna, staff, presented an overview of GPA-LV-3-22-8 and Z-53-22-8.
Mrs. Sanchez Luna discussed the location of the site, the requested zoning
designation, and the surrounding land uses. Mrs. Sanchez Luna provided an overview
of the proposed development including the different development units and character
areas. Mrs. Sanchez Luna summarized the staff findings, correspondence, providing
the staff recommendation and proposed stipulations. Mrs. Sanchez Luna concluded
the presentation by providing an overview of the Hub Character area noting the
allowed uses, height, and design.
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February 12, 2024
Applicant Presentation (Overall and Hub Character Area):
Wendy Riddell, representing the applicant with Berry Riddell, LLC, began the
presentation by providing the history of the subject site including the Tierra Montana
PCD. Ms. Riddell summarized the number of acres, proposed uses, and noted the
allowed number of residential units under the Tierra Montana PCD. Ms. Riddell noted
similar developments in Gilbert and Scottsdale and summarized the future
development forecast for Laveen. Ms. Riddell summarized the EV focused auto
campus and added that the subject site was one of the last allowed areas within the
City to allow numerous automobile dealerships. Ms. Riddell stated that the proposed
development would generate revenue and employment opportunities for Laveen. Ms.
Riddell added that the PUD proposes numerous improvements such as a trailhead,
infrastructure, and water conservation. Ms. Riddell provided statistical information that
supported a hospital in Laveen and noted the reduction in proposed height and
setback provisions when adjacent to the existing Tierra Montana development. Ms.
Riddell noted that any additional units will have to return to the committee for a
recommendation via the PHO process. Ms. Riddell summarized the proposed
improvements on Estrella Drive, 47th Avenue, 51st Avenue, and 55th Avenue. Ms.
Riddell noted the proposed height for auto-mall uses and added the allowed use for
off-premise signage.
Community Presentation by John Bzdel (Overall and Hub Character Area):
John Bzdel presented the Character Plan for the Laveen Village and noted the rural
characteristics highlighted in the plan. Mr. Bzdel summarized the stipulations found in
the existing zoning designation for Tierra Montana that focused on limited height, lot
widths, preservation of equestrian character, and restrictions for resort uses. Mr. Bzdel
stated that there were only two development areas which included commercial and
low density residential/resort uses. Mr. Bzdel summarized compatible communities
found adjacent to the purposed development which maintain scenic views. Mr. Bzdel
added that the proposed development is not located within the core. Mr. Bzdel
provided an overview of the Land Use and Design Principles found in the General
Plan and reiterated the rural character of Laveen. Mr. Bzdel voiced his opposition for
the proposed landscaping on 47th Avenue and proposed height. Mr. Bzdel concluded
his presentation by stating that the current PUD proposal should not be approved until
modifications are made.
Questions From the Committee (Overall and Hub Character Area):
Chair Linda Abegg noted that the committee follows open meeting laws thus
discussion on the case has not occurred outside of a public setting. Chair Abegg
suggested committee members to voice their opinions, questions, and possible
stipulations so that the applicant could discuss them with staff and a recommendation
could be made at the next meeting. The committee voiced their agreement. Chair
Abegg suggested reducing the maximum height to 40 feet, reducing the maximum
number of units to 1,200, supporting density adjacent to the hospital, limiting 20
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GPA-LV-3-22-8
February 12, 2024
percent of the total subject site for residential uses, prohibiting self-service storage, all
multifamily development returning to the committee via the PHO process, and
infrastructure to be completed in Phase I. Chair Abegg added that she would like a
land use percentage and density tracker. Chair Abegg noted that she would like to see
numerous changes in the Hub Character Area. Chair Abegg stated that those changes
included, a setback of 900 feet for any hospital when adjacent to Tierra Montana, if an
auto-mall is not developed then any development must go through the PHO process.
Chair Abegg added that she would like the auto-mall to include all sustainability
features found in the PUD Narrative, and asked staff questions regarding existing
stipulation language. Chair Abegg stated that she would like the PUD to have one EV
line or alternative fuel source vehicles.
Patrick Nasser-Taylor voiced his support for all the proposed modifications presented
by Chair Abegg. Mr. Nasser-Taylor proposed a height limitation of 70-feet for the
hospital and a 30-foot height restriction for Development Unit 6. Mr. Nasser-Taylor
asked why the auto-mall needed a maximum height of 56 feet. Mr. Naser-Taylor
added that the majority of auto dealerships were approximately two stories. Mr.
Nasser-Taylor asked why the applicant requested an auto dealership use out of the
hundreds of allowed uses in the Zoning Ordinance. Ms. Riddell noted that the
proposed auto-mall would bring employment to the village and that the subject site is
one of the few areas in the City that can accommodate an auto-mall. Mr. Nasser-
Taylor stated that he would like to see more than one line of EV or alternative fuel
vehicles. Ms. Riddell noted that the applicant is proposing an EV brand auto-mall
where people are encouraged to buy EV vehicles. Mr. Nasser-Taylor noted that
numerous dealerships are not 56 feet. Ms. Riddell stated that the 56 feet is required
for a parking garage to store vehicles for the auto-mall. Mr. Nasser-Taylor asked
where west of the Loop 202 and along the I-10 was there a 150-foot structure. Ms.
Riddell noted that her team could provide that information. Mr. Nasser-Taylor stated
that a 150-foot structure is not located anywhere in the area. Mr. Nasser-Taylor voiced
his concerns regarding the proposed 120-foot hospital in a rural environment. Ms.
Riddell noted that only the tower of the hospital would be allowed a height of 120 feet.
Mr. Nasser-Taylor noted that the applicant is proposing a lot of uses on a small piece
of land.
Rebecca Perrera stated that the committee should collaborate to modify the PUD to
better serve the community now and in the future.
Carlos Ortega stated that one of the best things that happened in Laveen was the full
construction of Baseline Road prior to development. Mr. Ortega noted that the PUD is
proposing to build all major infrastructure before development. Mr. Ortega voiced his
support for street development prior to any development.
Francisco Barraza stated that his questions were answered.
JoAnne Jensen requested more information regarding the approval letter presented
by John Bzdel and the relationship between those stipulations and the ones proposed
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February 12, 2024
by the PUD. Ms. Jensen voiced her concern with the proposed density, lack of single-
family residential development and requested pawn shops and truck stops to be
prohibited in the PUD. Ms. Riddell noted that truck stops were prohibited and that
they would add pawn shops to the prohibited list. Ms. Riddell noted that the approval
letter is from the Tierra Montana PCD that would have allowed a higher density than
what is proposed in the PUD. Ms. Riddell added that the freeway has modified the
proposed land uses in the area.
Jennifer Rouse noted that the Laveen community has evolved over the years and the
freeway has contributed to the change. Ms. Rouse voiced her concern regarding the
proposed multifamily adjacent to single-family residential and possible traffic
congestion on Estrella Drive and 51st Avenue. Ms. Rouse added that the Level 1
Trauma Center hospital would likely have a helicopter pad but noted the need for a
hospital that would serve Laveen and Ahwatukee.
Vice Chair Stephanie Hurd stated that she would like Laveen to be sustainable, so
individuals didn’t have to leave the village. Vice Chair Hurd added that she has done
research on the proposed hospital and asked for verification regarding the 52 million
tax revenue. Christine Mackay, the Community and Economic Development
Department Director, stated that auto-malls located in other cities have generated a lot
of revenue for infrastructure. Ms. Mackay understood Laveen’s desire for high-retail
and restaurants and noted that the proposed PUD would allow for both retail and
services within the village. Ms. Mackay summarized a restaurant tour that the
Department had and added that the proposed auto-mall and hospital will attract the
retail uses. Ms. Mackay noted that the proposed hospital height was to accommodate
for all services such as emergency, surgery, out-patient services, and pharmacy. Ms.
Mackay added that different hospitals accept different types of insurances allowing for
more choices to residents. Ms. Mackay stated that the hospital would also attract more
retail opportunities which would help create a sustainable Laveen. Vice Chair Hurd
asked if there was a way to guarantee an upscale resort. Ms. Mackay stated that the
proposed resort would have numerous amenities and noted that the proposed
trailhead adjacent to the South Mountain Park would support a high-end resort.
Public Comment (Overall and Hub Character Area):
Dan Penton stated that he would like to see a smaller auto-mall footprint and reduce
the amount of asphalt utilized for all the dealerships. Mr. Penton asked how the testing
routes would be enforced and noted that EV vehicles are heavier and asked how
infrastructure would support the extra weight.
Phil Hertel, representing the LCRD, noted that a traffic study has not been completed,
as well as an environmental and noise study. Mr. Hertel noted that the proposed high-
density development is not compatible for the area. Mr. Hertel noted that the LCRD
had concerns with the lack of studies, distance between hospitals, and lack of details
in the PUD. Mr. Hertel noted that the LCRD requested the case be continued before a
recommendation is made.
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February 12, 2024
Mr. Hertel stated that the following comments were not a representation of the LCRD.
Mr. Hertel asked how the applicant would enforce the stipulation requiring one line of
EV or alternative fuel vehicles. Mr. Hertel asked for more information regarding the
auto-mall as a funding mechanism. Mr. Hertel asked for clarification if the proposal
included one hospital or multiple and voiced his concerns with the proposed cul-de-
sac and traffic counts on Estrella Drive. Mr. Hertel noted that more information was
needed.
Carmen Terrell voiced her concerns regarding the water shortage. Ms. Terrell asked
for the rural character be respected and preserved.
Jen Leitch stated that the proposed auto-mall is not for Laveen but for a much larger
area. Ms. Leitch stated that the auto-mall would attract of people outside of Laveen
and not serve the village.
Applicant Response (Overall and Hub Character Area):
Ms. Riddell noted that the proposed cul-de-sac would significantly limit the number of
vehicles on Estrella Drive. Ms. Riddell added that the traffic counts were from the
traffic study conducted. Mr. Ortega asked for more information. Jamie Blakeman,
with the applicant’s team, stated that they have received an approval letter for the
traffic study from the Street Transportation Department. Ms. Blakeman noted that the
traffic counts are in association with the proposed land uses and the current and
proposed road infrastructure.
Committee Discussion (Overall and Hub Character Area):
Chair Abegg noted that she would like to continue the discussion and identify the key
issues within the PUD. Chair Abegg asked if the committee was in supported of the
proposed 120-foot hospital. Chair Abegg noted that hospitals are important, especially
a Level 1 Trauma Center. Mr. Barraza voiced his agreement on the hospital. Mr.
Barraza noted that firefighters spend more time on the road traveling because there
are no hospitals in the area. Ms. Jensen stated that a hospital is needed. Ms. Jensen
noted that the hospital should be located closer to the freeway. Chair Abegg asked if
Committee Member Jensen supported the 900-foot building setback for the hospital.
Ms. Jensen agreed. Ms. Rouse noted that there should be multiple hospitals to offer
services, so people don’t need to travel downtown. Vice Chair Hurd stated that she
was mostly supportive of the proposed setback but would like to allow some leniency.
Mr. Nasser-Taylor noted that he researched numerous hospitals in surrounding cities.
Mr. Nasser-Taylor added that hospital administrators have stated that hospitals are not
typically 120-feet. Ms. Perrera understood the concerns with the proposed height. Ms.
Perrera noted that only a portion of the development unit would be for a hospital. Ms.
Perrera asked for possible revisions to the PUD. Mr. Ortega noted a flooding event
that occurred in the community and stated that people had to go downtown for a
hospital. Mr. Ortega added that a hospital is needed in the area. Mr. Ortega asked the
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February 12, 2024
applicant to review the height of the Mayo hospital.
Chair Abegg asked if anyone had concerns with adding pawn shops to the prohibited
list. The committee voiced their agreement.
Chair Abegg mentioned the allowed heights for specific uses in the auto-mall districts
and additional step back provisions. Chair Abegg proposed a maximum percentage of
residential uses and density. Ms. Perrera stated that she would share her opinion
during the next section of the meeting.
Chair Abegg reiterated some of the proposed changes including sustainability
standards, hospital setback, and height restrictions. Mr. Nasser-Taylor asked if they
could have another meeting to discuss the proposed changes. Chair Abegg noted
that the committee could not meet but asked members to voice their opinions
regarding the PUD. Ms. Perrera asked if a member could send an email to a few
members. Chair Abegg noted that a member could send an email to the entire
committee.
Chair Abegg noted that a few additional members of the public wished to speak.
Neritza Diaz-Cruz stated that she loved the rural character of Laveen. Ms. Diaz-Cruz
noted that there was no guarantee that the tax revenue would return to Laveen. Ms.
Diaz-Cruz added that she was opposed to the off-premises signage. Chair Abegg
noted that the development agreement would ensure that revenue is kept in Laveen.
Jeanette McDaniel stated that she wasn’t notified of the proposed PUD and asked for
more information regarding the notification process. Chair Abegg noted that this has
been proposed since 2022 and added that the developer followed the requirements by
the rezoning process. Ms. McDaniel stated that she lived in the heart of Laveen and
never received a notification. Ms. McDaniel asked why the proposed development was
not relocated on the other side of the freeway. Chair Abegg noted that the other side
of the freeway was the Gila River Indian School Reservation.
Win Kwok asked how a hospital would keep the certification of a Leven 1 Trauma
Center. Ms. Kwok stated that all the added asphalt would cause a negative effect in
the area and add to the urban heat island effect. Ms. Kwok asked regarding water
conservation and if the existing infrastructure was able to sustain EV vehicles such as
electricity for charging stations and the proposed hospital.
T.J. Henshau noted that the subject site is located within an existing echo chamber
and stated that there isn’t any commercial development east of 51st Avenue. Mr.
Henshau added that these commercial uses will bring noise, light, and traffic
congestion. Mr. Henshau shared that Laveen could benefit from other types of
commercial uses.
Staff Presentation (District Character Area):
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February 12, 2024
Mrs. Sanchez Luna displayed the location of the District Character Area and
summarized the building step back height provisions. Mrs. Sanchez Luna noted the
landscape buffer, summarized the proposed design guidelines, and key features.
Applicant Presentation (District Character Area):
Ms. Riddell noted the modern rural character for the District Character Area and
displayed numerous examples. Ms. Riddell noted the mixture of retail and multifamily
residential. Ms. Riddell summarized the building step backs when adjacent to the
existing Tierra Montana neighborhood and 51st Avenue. Ms. Riddell noted that they
are proposing a cul-de-sac on 55th Avenue to accommodate the concerns heard by
the Tierra Montana community. Ms. Riddell noted that the Street Transportation
Department did not support a cul-de-sac on 55th Avenue.
Questions From the Committee (District Character Area):
Chair Abegg stated that she had concerns with the proposed height in Development
Unit 5 and proposed a larger step back on 51st Avenue. Chair Abegg noted that she
agreed with the comments received by the Street Transportation Department and
requested 55th Avenue to connect rather than ending in a cul-de-sac.
Mr. Nasser-Taylor voiced his concerns regarding the Public / Quasi-Public
designation removal in this area. Ms. Riddell noted that the designation was part of
the Tierra Montana PCD and originally was going to be a school facility. Ms. Riddell
added that the school was already built, just in a different location. Ms. Perrera noted
that this was an issue where the existing land use entitlements didn’t match the
General Plan Land Use Map.
Ms. Perrera had concerns regarding the proposed three left turns for school drop-off.
Ms. Riddell noted that the proposed road structure is based on community concerns.
Vice Chair Hurd voiced her agreement with the comments provided by the Street
Transportation Department.
Public Comment (District Character Area):
Mr. Penton stated that multifamily housing is not being utilized in the City and would
like to see more retail uses. Mr. Penton noted that he would be supportive of
restaurants, grocery stores, or a large open space area.
Ms. Terrell voiced her concerns regarding water usage and stated that she would like
to see development under the existing zoning designations.
Mr. Hertel asked for clarification on modern rural architecture and added that the
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February 12, 2024
displayed renderings were more modern than rural. Mr. Hertel noted that there should
be a limitation in multifamily development and that he would like to see more
townhomes or single-family attached development in this area.
Committee Discussion (District Character Area):
Chair Abegg asked committee members if they agreed with building out 55th Avenue.
Mr. Nasser-Taylor noted that more discussion was required regarding 55th Avenue
because of the intensity of the proposed development and the concerns from the
community.
Mr. Ortega asked how many multifamily housing developments are needed in Laveen.
Ms. Riddell displayed the population and housing forecast for the City. Ms. Riddell
noted that Laveen is going to require a significant number of housing to support a
forecasted growth of 30,000 residents. Mr. Ortega asked what would occur if the
forecast changes and suggested a stipulation to allow for other uses if housing is no
longer needed. Ms. Perrera noted that there was a concern of approved multifamily
housing in Laveen that hasn’t been built.
Ms. Jensen stated that there was approximately 10,000 units that have been
approved but haven’t been built. Ms. Jensen voiced her support for neighborhood
retail or single-family residential. Ms. Jensen noted that she was not opposed to
townhomes or single-family attached development.
Ms. Rouse agreed with Committee Member Jensen’s comment regarding attached
single-family housing. Ms. Rouse noted her concerns regarding 55th Avenue and the
agreement with the community.
Vice Chair Hurd noted the loss of commercial land to multifamily development. Vice
Chair Hurd stated that she was opposed to multifamily and self-storage. Vice Chair
Hurd added that if Laveen had all the commercial required to support the community,
then she would support additional housing. Vice Chair Hurd suggested a hotel
adjacent to the hospital.
Chair Abegg noted that the majority of the committee was in favor of 55th Avenue
connecting to the proposed development. Chair Abegg suggested reducing the
maximum height for residential to 40 feet. Chair Abegg noted that she would like to
add single-family as a permitted use. Ms. Riddell noted that single-family is allowed.
Mr. Ortega requested a stipulation to require all multifamily development to go through
the PHO process.
Staff Presentation (Foothills Character Area):
Mrs. Sanchez Luna displayed the location of the Foothills Character Area and
summarized the building step back height provisions and allowed uses. Mrs. Sanchez
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February 12, 2024
Luna noted the landscape buffer, summarized the proposed design guidelines, and
key features including the proposed resort and trailhead at South Mountain Park.
Applicant Presentation (Foothills Character Area):
Ms. Riddell noted the proposed natural character of the area. Ms. Riddell stated the
allowed uses in each development unit and summarized the requirements of a resort.
Ms. Riddell displayed examples of proposed resort types and noted that approximately
50 acres would be preserved for a resort use. Ms. Riddell noted that if anything
outside of a resort is proposed, then they would be required to return through the PHO
process. Ms. Riddell summarized the proposed modification to Development Unit 8
which would limit the density when adjacent to large lot single-family development on
Estrella Drive and 47th Avenue. Ms. Riddell displayed the proposed modifications to
47th Avenue to maintain the rural road but noted that the Street Transportation
Department does not support the modification.
Committee Discussion (Foothills Character Area):
Chair Abegg voiced her concerns regarding Estrella Drive but was unsure of a proper
solution. Chair Abegg stated that she would like to move the “County Lane” and
agreed with the applicant’s modification to 47th Avenue. Chair Abegg stated that she
would like to reduce the density Development Unit 8 to 3 du/acre adjacent to Estrella
Drive and 47th Avenue and the remainder to 14 du/acre. Chair Abegg suggested
limiting the office uses to professional offices. Chair Abegg would like the resort time
stipulation to be modified to five years of the dedication of Gila Foothills Parkway and
development of the trailhead. Chair Abegg provided an alternative step back provision
and suggested a stipulation for the last off-premise sign adjacent to the resort.
Mr. Barraza voiced his agreement regarding Estrella Drive and the time stipulation in
relation to the resort.
Ms. Jensen voiced her agreement. Ms. Jensen noted that Estrella Drive and 47th
Avenue should be modified to alleviate the community’s concerns.
Vice Chair Hurd agreed with the proposed 3 du/acre along Estrella Drive and 47th
Avenue. Vice Chair Hurd requested modifying landscaping in the buffer to include
more cacti rather than trees. Vice Chair Hurd stated more discussion was required for
Estrella Drive.
Mr. Nasser-Taylor agreed with all the comments proposed by the committee,
particularly supporting single-family.
Ms. Perrera agreed with the comments regarding single-family residential. Ms.
Perrera noted the development agreement stipulation and suggested a possible
shared parking area for the resort and trailhead. Ms. Riddell noted that they are
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February 12, 2024
encouraging shared parking areas.
Mr. Ortega asked if the trailhead was going to have parking and facilities available to
individuals prior to the construction of the resort. Ms. Riddell noted that they have had
several conversations regarding the development of the trailhead with the Parks
Department.
Public Comment (Foothills Character Area):
Mr. Penton voiced his concerns regarding the environmental impacts including wildlife
and vegetation. Mr. Penton voiced his support for the purposed trailhead.
Mr. Hertel agreed with Mr. Penton’s comments. Mr. Hertel noted that there is a
housing shortage in Laveen based on the forecast presented by the applicant.
Eugenio Gutierrez voiced his concerns regarding vandalism at the proposed
trailhead. Mr. Gutierrez voiced his support for 3 du/acre and supported a reduction in
density when in relation to the resort.
Dave Garrett displayed the existing street infrastructure and noted the safety
concerns. Mr. Garrett added that 51st Avenue needed to be widened to accommodate
the proposed development.
Alice Williams noted that there were numerous livestock uses in the area. Ms.
Williams added that the proposed multifamily development would not be compatible
with the surrounding uses and that she does not want to receive complaints regarding
noise and odor.
Mr. Bzdel on behave of Jennifer Spicer stated that she moved to the area specifically
because of the large open fields. Mr. Bzdel noted that she would have not moved to
the area if the zoning was going be changed to allow for high intensity commercial.
Maria Reagin noted that an environmental study has not been conducted. Ms. Reagin
added that the proposed development would add to the urban heat island and that
there hasn’t been a noise study for the proposed development.
Ms. Terrell reiterated her concerns regarding water conservation. Ms. Terrell
requested the preservation of the rural character.
Mr. Henshau noted that the General Plan Land Use Map designation supported large
lot single-family development. Mr. Henshau stated that this should require a Major
Amendment to the General Plan. Mr. Henshau stated that the case needed to be put
on hold until all the issues are resolved.
Lauren Grove stated that this was one of the most scenic corridors in the City. Mr.
Grove referenced the Laveen Character Plan which supported the protection of views.
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Mr. Grove noted that he did not receive any notification regarding the proposed PUD,
nor did anyone come to his property to discuss.
Community Discussion (Foothills Character Area):
Chair Abegg noted the community’s concerns regarding density and timeline for the
proposed resort. Chair Abegg stated that the committee agrees to the community’s
modifications to 47th Avenue and Estrella Drive. Chair Abegg asked if any additional
items needed to be addressed. Ms. Jensen asked how these modifications would be
shared with the rest of the committee. Chair Abegg stated that the notes would be
provided to the applicant and staff in order for all of the issues to be discussed and
addressed before the next meeting. Chair Abegg suggested having small meetings
with the applicant and staff.
Ms. Perrera asked when the development agreement would be completed. Ms.
Mackay stated that the development agreement would depend on the rezoning
approval and further discussions with the developer.
Motion:
Jennifer Rouse motioned to continue GPA-LV-3-22-8 to the March Laveen Village
Planning Committee meeting. Carlos Ortega seconded the motion.
Vote:
8-0, motion to continue GPA-LV-3-22-8 passed with Committed Members Barraza,
Jensen, Nasser-Taylor, Ortega, Perrera, Rouse, Hurd, and Abegg in favor.
Staff comments regarding VPC Recommendation:
None.
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*REVISED April 3, 2024
Date of VPC Meeting March 18, 2024
Request From Residential 1 to 2 dwelling units per acre, Residential 2
to 3.5 dwelling units per acre, Residential 3.5 to 5
dwelling units per acre, Residential 5 to 10 dwelling units
per acre, Residential 15+ dwelling units per acre, Public /
Quasi-Public, Commercial, and Resort
Request To Commercial / Commerce/Business Park, Commercial /
Commerce / Business Park / Residential 10 to 15
dwelling units per acre / Residential 15+ dwelling units
per acre, Commercial / Residential 10 to 15 dwelling
units per acre / Residential 15+ dwelling units per acre,
Residential 10 to 15 dwelling units per acre / Residential
15+ dwelling units per acre, Resort
Proposal A minor general plan amendment for Commercial,
Commerce/Business Park, various residential
designations, and resort.
Location Approximately 860 feet south of the southwest corner of
51st Avenue and Carver Road
VPC Recommendation Denial as field, approved with modifications
VPC Vote 8-0
VPC DISCUSSION:
Item No. 3 (GPA-LV-3-22-8) and Item No. 4 (Z-53-22-8) were heard together.
13 members of the public registered to speak on this item.
Staff Presentation:
Nayeli Sanchez Luna, staff, presented an update on the correspondence received for
GPA-LV-3-22-8 and Z-53-22-8. Mrs. Sanchez Luna summarized the concerns and
noted that the applicant has worked with the community and requested modifications
and additional stipulations. Mrs. Sanchez Luna concluded the presentation by stating
that the memo contained the updated stipulations for Gila Foothills PUD.
Applicant Presentation:
Wendy Riddell, representing the applicant with Berry Riddell, LLC, began the
presentation by summarizing the proposed changes to the stipulations for Z-53-22-8.
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March 18, 2024
Ms. Riddell listed the modifications including reducing the height, requiring
development to return through the Planning Hearing Officer, changes in density,
improvements for 47th Avenue, and commitment to add Fire and Police Department
resources. Ms. Riddell concluded the presentation by reiterating their commitment to
working with the community.
Questions From the Committee:
Patrick Nasser-Taylor noted that there had been significant changes to the proposal.
Mr. Nasser-Taylor asked for clarification on development units that allowed for a
maximum height of 56 feet. Ms. Riddell stated that Development Unit 2, 5 and 10
allowed for a maximum height of 56 feet.
Rebecca Perrera noted that the Laveen Meadows was an example of a development
that had reserved property for fire and police, but the services were never provided.
Ms. Perrera asked how they would ensure the development of a fire or police station
within the PUD. Ms. Riddell stated that any future development of a fire or police
station would be found in the development agreement. Ms. Riddell noted that they are
still working on finalizing the development agreement. Chair Linda Abegg
appreciated the commitment for a development agreement but noted that that would
not be part of the rezoning case. Ms. Perrera asked if they developer would still be
required to pay impact fees. Ms. Riddell confirmed.
Carlos Ortega stated that his major concern was street infrastructure and asked for a
time frame for when the roads would be completed. Ms. Riddell noted that that could
possibly occur within three years. Mr. Ortega wanted to ensure that all major street
infrastructure be constructed before development. Ms. Riddell clarified that it would
be about 10 years for all infrastructure to be developed. Mr. Ortega asked for a time
frame for 51st Avenue. Ms. Riddell noted that that would be determined at the time of
construction of development. Mr. Ortega stated that he did not want 51st Avenue to
have the same issues as Dobbins Road.
Francisco Barraza thanked the applicant for working with the community.
JoAnne Jensen thanked the applicant for working with the community. Ms. Jensen
asked why Stipulation No. 1.n was modified to delete self-service storage from the
prohibited use list. Ms. Riddell noted that the proposed stipulations would allow for
one self-service storage within the Hub Character Area. Ms. Jensen suggested
adding other items to the prohibited list such as liquor stores, smoke shops, and
cannabis shops. Ms. Riddell noted that the permitted C-2 zoning already had
provisions for uses such as alcohol sales and smoke shops and that additional
entitlements would be required for cannabis sales.
Jennifer Rouse noted that the applicant has worked extensively with the community
and appreciated all their compromises. Ms. Rouse added that a hospital is needed in
the community.
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March 18, 2024
Vice Chair Stephanie Hurd voiced her opposition for the proposed multifamily. Vice
Chair Hurd thanked the applicant, the Chair, the committee, and the departments
involved in finalizing the stipulations found in the memo provided by staff.
Chair Linda Abegg thanked the applicant, committee, and community for their input.
Chair Abegg summarized the stipulations in the memo and noted that she had some
concerns but would address them after public comment.
Public Comment:
John Bzdel stated that he opposed the proposed density in Development Unit 8. Mr.
Bzdel noted that the applicant promised 90-foot-wide lots and that he expected a lower
density and a maximum of 37 lots. Ms. Riddell stated that the proposed density
aligned with R1-18 development standards and that the lots were 90-feet wide with a
maximum of 39 lots. Mr. Bzdel noted that the density should be lower. Reid Butler,
with the applicant’s team, noted that all discussion referenced R1-18 development
standards. Mr. Bzdel wanted to ensure that there was a consensus between the
community and the developer.
Jeffrey Kling noted that the Laveen village is a pristine place to live. Mr. Kling voiced
concerns with the proposed development and noted the lack of density variation in the
PUD. Mr. Kling added that there hasn’t been any mention of an environmental impact
study, discussions with the Gila Indian Reservation, and noise studies.
Kim Henshaw voiced her appreciation for the progress on 47th Avenue and Estrella
Drive; however, she had concerns for other existing development adjacent to the site.
Ms. Henshaw noted that individuals would utilize streets rather than the Loop 202
Freeway, thus increasing traffic congestion in the area. Ms. Henshaw added that the
development would disrupt the rural community and that there were no provisions for
lighting, preserving dark skies, or preserving the rural character.
Jen Leitch voiced her opposition to having such a large development adjacent to
South Mountain. Ms. Leitch suggested density that would be compatible with the park.
Ms. Leitch added that the community did not receive the memo and asked for more
information on Carver Road. Ms. Leitch stated that there were no auto malls located
near other parks.
Paul Franckowiak stated that the development would cause traffic issues for Laveen.
Mr. Franckowiak added that the traffic would travel to Carver Road and Estrella Drive.
Mr. Franckowiak asked why this development was proposed in Laveen and added that
the explanation he has received is not sufficient to warrant such a large development.
Mr. Franckowiak stated that a hospital would be best in a location with existing
residential developments and that there was a lot of missing information.
Dan Loden stated that the Laveen character is rural. Mr. Loden noted that the City
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March 18, 2024
has experienced a shortage in police officers, even with the recent increase in wages.
Mr. Loden noted recent crimes in the area including 51st Avenue and Baseline Road.
Mr. Loden asked how the shortage would be addressed and added that he was
hesitant that any police or fire services would be provided.
Karen Clark noted that she moved to the area for the rural atmosphere and that the
proposal would cause severe traffic congestion. Ms. Clark agreed with Mr. Loden
comments regarding police and fire services. Ms. Clark voiced her concerns regarding
the location of the hospital.
Maria Reagin voiced her approval of the reduction in density for Development Unit 8
and the proposal for 47th Avenue. Ms. Reagin added that there has been a huge
compromise on the applicant’s side to address the community’s concerns. Ms. Reagin
thanked members of the community including the LCRD, applicant, and
Councilmember Hodge Washington. Ms. Reagin requested to continue working with
the developer on landscaping for 47th Avenue.
Phil Hertel thanked the community, committee and the applicant on the modifications
to the stipulations. Mr. Hertel requested roof overhangs to be increased to 18 inches
and that the maximum number of units be reduced to 1,200. Mr. Hertel requested a
notification list be added to the stipulations for any development within the PUD. Mr.
Hertel asked for an explanation regarding Stipulation No. 1.rr.
Michael Miller voiced his concerns regarding the proposed hospital and auto mall. Mr.
Miller requested 55th Avenue to terminate as previously proposed by the applicant.
Mr. Miller noted that there would be a significant increase in traffic congestion adjacent
to the school located on the northeast corner of 55th Avenue and Carver Road.
Charlie McNeely noted that he was not opposed to progress. Mr. McNeely added that
he had concerns regarding height and noted that he would like to limit the height to 4
stories. Mr. McNeely thanked the committee for their time and dedication to the
proposal.
Karson Baird asked if there were any dealerships interested in the proposed auto
mall. Ms. Riddell confirmed. Ms. Baird voiced her concerns for 51st Avenue south of
Carver Road, noting that a portion of it was located in the County.
Jon Kimoto noted his support for the proposal but voiced his concerns regarding the
proposed landscaping along 47th Avenue and Estrella Drive. Mr. Kimoto noted the
slope change from 42nd Avenue and recommended modifications to retain rainwater
in the landscape area. Mr. Kimoto added that certain vegetation could be utilized to
prevent trespassing or encampments. Vice Chair Hurd requested Mr. Kimoto be
added to the meetings between the applicant and residents to discuss landscaping
along 47th Avenue and Estella Drive.
Applicant Response:
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March 18, 2024
Ms. Riddell reiterated the commitment to continue working with the residents along
Estrella Drive and 47th Avenue. Ms. Riddell noted that they had previously
recommended 55th Avenue to become a dead-end street, but the Street
Transportation Department didn’t support the modification. Ms. Riddell added that they
could work with the Street Transportation Department on traffic mitigating measures.
Ms. Riddell stated that Stipulation No. 1.rr referenced shade pockets when adjacent to
future auto dealerships. Ms. Riddell noted that if an auto dealership was not
developed, then 75% shade would still be required for public streets. Ms. Riddell
recommended a stipulation that would require a group of individuals be notified for any
development within the PUD. Ms. Riddell requested a modification to Stipulation No.
1.ll that would require 18 inch overhangs and 90-foot-wide lots. Ms. Riddell noted that
the PUD would already require numerous design standards to reduce heat and light
pollution.
Committee Discussion:
Chair Abegg noted additional stipulations and asked for the committee’s opinion.
Chair Abegg added that building setbacks for internal development should be kept at
the proposed 10 feet. Mrs. Sanchez Luna noted that the stipulation refenced building
setback between developments to align with resort uses. Ms. Riddell clarified that
stipulation 1.e would require a larger setback adjacent to South Mountain and that
there was discussion to add a stipulation to increase internal setbacks but that they
would not recommend adding the stipulation.
Chair Abegg asked for clarification on multifamily that is required to return through the
PHO process. Ms. Riddell noted that it would apply to multifamily development over
40-feet which is allowed in Development Units 2, 5, and 10.
Chair Abegg asked for the open space in Development Unit 8 to be increased to 15%
to align with the PUD narrative. Ms. Riddell agreed. Chair Abegg requested
Stipulation No. 1.ll be modified to include 15% and 90-foot average wide lots.
Chair Abegg requested the Community and Economic Development Department
Director to provide a statement regarding the commercial development.
Christine Mackay, the Community and Economic Development Department Director
(CED), stated that a hospital would be a long-term asset for the community. Ms.
Mackay added that to ensure hospital development, less restrictions would be ideal.
Ms. Mackay cited other hospitals that didn’t have the same restrictions and allowed for
a maximum height of over 120-feet. Ms. Mackay added that development thrived on
density and added that the proposed density would allow for a successful hospital and
resort.
Ms. Perrera asked for more information regarding the demand for a hospital and a
resort. Ms. Mackay noted that there has been a demand for health care options in the
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March 18, 2024
Laveen and South Mountain area. Ms. Mackay stated that the proposed resort would
be a place for wellness with numerous wellness trails, amenities, and services. Ms.
Perrera asked about the percentage of multifamily and commercial and if it was
appropriate. Ms. Mackay noted the change in market and the dramatic change in
population has resulted in a high demand for commercial and residential. Ms. Mackay
added that the development would connect people within their community.
Vice Chair Hurd stated that the community has voiced their opposition for the
proposed auto mall and asked for the benefits of automobile dealerships. Ms. Mackay
added that the land use would generate less traffic than the average commercial
development. Ms. Mackay added that new developments of auto malls include
extensive landscaping and enhanced development standards. Ms. Mackay noted that
the auto mall would generate revenue for the Laveen community. Vice Chair Hurd
asked for more information on what occurs in an auto mall. Ms. Mackay noted that a
lot of commercial uses stay close to the area. Ms. Mackay added that some
dealerships have begun integrating cafes or restaurants within their auto malls.
Mr. Nasser-Taylor asked for more information on the hospital and asked staff to bring
up his portion of the presentation. Mr. Nasser-Taylor noted that centrally located
hospitals are taller than those with more land mass. Mr. Nasser-Taylor wanted
clarification on the height of the proposed hospital compared to the number of beds.
Mr. Nasser-Taylor noted that a large number of in-patient beds would be required for a
ten-story hospital. Ms. Mackay noted that a lot of hospitals begin with a few stories
and increase over time.
Chair Abegg noticed that there were concerns with density and height and asked the
committee for their opinion. Chair Abegg stated that Stipulation No. 1.ii has the
maximum number of units. Chair Abegg noted that during the last meeting there was
discussion to reduce residential to 20% of the site.
Mr. Barraza noted that it was hard to determine what commercial uses are going to be
developed.
Vice Chair Hurd stated that she wanted everything to be commercial, but that CED
has indicated that residential uses would be required to support commercial
development. Vice Chair Hurd asked why there was a discrepancy between the GPA
and PUD acreage. Ms. Riddell noted that there was a difference in acreage between
the GPA and the PUD case because of right-of-way dedications.
Chair Abegg suggested 50% reserved for commercial and 50% for residential. Ms.
Jensen asked for an explanation on the percentage. Chair Abegg stated that they
added the acreage for the hospital, resort, and auto mall with a portion for other
commercial uses. Vice Chair Hurd asked what the committee found appropriate.
Chair Abegg noted that they could also discuss the unit count. Ms. Jensen, Mr.
Barraza, and Mr. Nasser-Taylor stated that a unit count would be a better way to limit
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March 18, 2024
residential uses. Chair Abegg noted that the developer could build at a higher density
or a lower density with a unit maximum. Vice Chair Hurd noted that the PUD
proposed a maximum of 2,200 units and 50% of the land to be dedicated for
commercial. Ms. Riddell clarified that it would be a maximum of 1,700 with a 500-unit
bonus if a hospital was built.
Chair Abegg stated her opinion on the percentage and number of units. Chair Abegg
stated that during the last meeting the committee considered reducing the unit cap to
1,700 which included the bonus. Mr. Nasser-Taylor suggested reducing the unit cap
to a total of 1,200 including the bonus. Chair Abegg noted that the City Council will
make the final decision and that the unit maximum or percentage would be continued
to be discussed throughout the public hearing process.
Ms. Perrera voiced her concerns with modifying the unit maximum and the
percentage. Chair Abegg stated that the goal would be to ensure maximum
commercial development. Ms. Perrera suggested modifying the unit cap for the PUD
based on community discussion. Vice Chair Hurd noted that she would like to lower
both. Ms. Perrera noted that this could be a continued discussion.
Ms. Perrera asked Committee Member Rouse to voice her opinion on the unit cap.
Ms. Rouse noted that the unit cap would be easier to track.
Vice Chair Hurd asked how the unit bonus is addressed with the hospital. Ms.
Mackay noted that CED would be working with the hospital to discuss demand.
Ms. Jensen asked if the additional 500 units would be reserved for hospital staff. Ms.
Mackay noted that that would be up to the hospital and if the hospital decided to buy
land for dorm rooms for employees. Ms. Mackay noted that they would not be
restrictive. Chair Abegg asked if this would be a private developer. Ms. Riddell noted
that hospitals partner with private developers.
Vice Chair Hurd suggested 200 acres for commercial, 90 acres for residential and
1,200 units with a 500-unit bonus. Mr. Nasser-Taylor suggested a 250-unit bonus.
Ms. Mackay noted that hospitals bring hundreds of jobs to an area and there is a need
for residential units.
Ms. Perrera stated that the referral program for housing doesn’t mean a lower rental
rate. Ms. Mackay confirmed. Ms. Perrera asked if the 500 units were needed. Ms.
Mackay stated that hospitals have a high residential demand to provide services
quickly. Ms. Mackay noted that some rental units could assist patients that needed to
be close to a hospital. Ms. Perrera noted that she was inclined to keep the 500-unit
bonus.
Mr. Nasser-Taylor disagreed and noted that the exchange would yield about 800
units which would be a maximum of 1,300 units.
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March 18, 2024
Ms. Jensen noted that the unit maximum and height restrictions would meet the goals
of the community rather than land allocation. Ms. Jensen stated that she supported
1,200 units with a 500-unit bonus. Ms. Mackay noted that acreage is easier to track
than percentage.
Vice Chair Hurd noted that the concern is density. Ms. Perrera voiced her concern
with limiting too much residential which would negatively affect commercial
development.
Vice Chair Hurd asked the committee if they agreed to limiting the number of units.
The committee voiced their agreement.
Vice Chair Hurd asked the committee if they agree to the 1,200-unit cap with a 500-
unit bonus. Mr. Barraza asked if the height limitation would remain the same. Vice
Chair Hurd confirmed. Mr. Nasser-Taylor voiced his opposition on the proposed
maximum number of units.
Vice Chair Hurd asked staff if they have all the modification and additional
stipulations.
Chair Abegg listed the modifications and additional stipulations. Mrs. Sanchez Luna
noted that if the committee wanted to reduce the maximum number of units, an
additional stipulation would be required. Ms. Riddell noted that Mr. Bzdel requested
an average of 90-foot-wide lots for rectangular lots. Chair Abegg noted a modification
to Stipulation No. 3 regarding unit tracking. Ms. Sanchez Luna asked for clarification.
Chair Abegg noted that they would modify the stipulation to remove land use tracking.
Chair Abegg modified Stipulation No. 12 regarding 55th Avenue and Stipulation No. 19
regarding the development agreement. Chair Abegg noted that the Tierra Montana
community has voiced concerns with the height in Development Unit 1. Chair Abegg
requested a modification to require a percentage of Development Unit 1 to be limited
to 40-feet. Mrs. Sanchez Luna asked if the committee would like to modify it so 50%
of it would be 40-feet. Chair Abegg clarified that it would be the area that only allows
40-feet.
Chair Abegg voiced that the community has requested senior living facilities but
added that it could not be added to the rezoning case. Ms. Riddell noted that there is
a commitment to provide senior living projects.
Vice Chair Hurd noted that self-service storage should be added to the prohibited list.
Chair Abegg stated that the notification list should include certain members of the
community and the current committee.
Mrs. Sanchez Luna noted that a modification would be required to Stipulation No. 3 to
track the percentage of height for Development Unit 1.
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March 18, 2024
Racelle Escolar, staff, added that Stipulation No. 1.e also needed to be modified to
address self-storage.
Mr. Nasser-Taylor stated that the memo eliminated the sale of one EV line. Chair
Abegg confirmed that it was removed due to direction received from the Legal
Department.
Chair Abegg asked if the agenda had the modified designations to reflect lower
density residential. Mrs. Sanchez Luna stated that the agenda had the proposed land
use map designations submitted by the applicant. Chair Abegg requested the land
use map designations be modified to reflect adding designations that include lower
density residential designations. Mrs. Sanchez Luna noted that they could add
Residential 3.5 to 5 dwelling units per acre and 5 to 10 dwelling units per acre to all
the areas that allow residential. Chair Abegg asked if they could add Residential 1 to
2 dwelling units per acre to Development Unit 8. Mrs. Sanchez Luna stated that the
designation for Development Unit 8 also covered Development Unit 1. Ms. Escolar
suggested adding Residential 1 to 2 dwelling units per acre, 3.5 to 5 dwelling units per
acre, and 5 to 10 dwelling units per acre to all the designations that allow some sort of
residential use.
Motion:
Vice Chair Stephanie Hurd motioned to deny GPA-LV-3-22-8 as filed, approve with
the following designations:
Commercial / Commerce/Business Park (100.01 acres),
*Commercial / Commerce/Business Park / Residential 1 to 2 dwelling units per acre /
Residential 3.5 to 5 dwelling units per acre / Residential 5 to 10 dwelling units per acre
/ Residential 10 to 15 dwelling units per acre / Residential 15+ dwelling units per acre
(65.14 acres),
*Commercial / Residential 1 to 2 dwelling units per acre / Residential 3.5 to 5 dwelling
units per acre / Residential 5 to 10 dwelling units per acre / Residential 10 to 15
dwelling units per acre / Residential 15+ dwelling units per acre (40.46 acres),
*Residential 1 to 2 dwelling units per acre / Residential 3.5 to 5 dwelling units per acre
/ Residential 5 to 10 dwelling units per acre / Residential 10 to 15 dwelling units per
acre / Residential 15+ dwelling units per acre (78.58 acres), and Resort.
Jennifer Rousse seconded the motion.
Vote:
8-0, motion to deny GPA-LV-3-22-8 as filed, approved with modifications passed with
Committee Members Barraza, Jensen, Nasser-Taylor, Ortega, Perrera, Rouse, Hurd,
and Abegg in favor.
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Meeting Summary
GPA-LV-3-22-8
March 18, 2024
Staff comments regarding VPC Recommendation:
None.
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Page 706
ATTACHMENT D
REPORT OF PLANNING COMMISSION ACTION
April 4, 2024
ITEM NO: 5
DISTRICT NO.: 8
SUBJECT:
Application #: GPA-LV-3-22-8 (Companion Case Z-53-22-8) (Continued from
March 7, 2024)
Request: Map Amendment
Location: Approximately 860 feet south of the southwest corner of 51st Avenue and
Carver Road
From: Public/Quasi-Public, Commercial, Residential 15+ dwelling units per acre,
Residential 5 to 10 dwelling units per acre, Residential 3.5 to 5 dwelling
units per acre, Residential 2 to 3.5 dwelling units per acre, Residential 1 to
2 dwelling units per acre, and Resort
To: Residential 10 to 15 dwelling units per acre/Residential 15+ dwelling units
per acre, Commercial/Commerce/Business Park/ Residential 10 to 15
dwelling units per acre/Residential 15+ dwelling units per acre,
Commercial/Residential 10 to 15 dwelling units per acre/Residential 15+
dwelling units per acre, Commercial/Commerce/Business Park, and
Resort
Acreage: 284.19
Proposal: A minor general plan amendment for Commercial, Commerce/Business
Park, various residential designations, and resort
Applicant: Alex Stedman, RVi Planning and Landscape Architecture
Owner: Lines Ruskin R. JR., et al.
Representative: Wendy Riddell, Berry Riddell, LLC
ACTIONS:
Staff Recommendation: Approval.
Village Planning Committee (VPC) Recommendation:
Laveen 11/14/2022 Information only.
Laveen 2/12/2024 Continued. Vote: 8-0.
Laveen 3/18/2024 Denial as filed, approval per the staff memo with modifications. Vote: 8-0.
Planning Commission Recommendation: Approval, per the Laveen Village Planning Committee
recommendation.
Motion Discussion: N/A
Motion details: Commissioner Gorraiz made a MOTION to approve GPA-LV-3-22-8, per the
Laveen Village Planning Committee recommendation.
Maker: Gorraiz
Second: Vice-Chairperson Busching
Vote: 8-0
Absent: Mangum
Opposition Present: Yes
Page 707
Findings:
1. The proposed land use map designations provide for a land use mix that is appropriate given
the site’s location along the Loop 202 Freeway corridor and would provide services to the
nearby residential neighborhoods.
2. The companion rezoning case, Z-53-22-8, creates a unified zoning framework through a
Planned Unit Development (PUD) for the entire site. The General Plan Amendment will
provide for a General Plan Land Use Map designation that is consistent with the proposed
PUD.
3. The companion rezoning case, Z-53-22-8, provides enhanced landscape buffers and building
height stepbacks to make the proposed development a compatible addition to the area.
This publication can be made available in alternate format upon request. Please contact Teleia
Galaviz at 602-291-2559, teleia.galaviz@phoenix.gov, TTY: Use 7-1-1.
Page 708
ATTACHMENT E
GPA-LV-3-22-8
For opposition/support letters please see Z-53-22-8.
Page 709
Page 710
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Report
Supporting documents
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View on Agenda Online ↗
Item text
MAY 1, 2024) - Public Hearing and Ordinance Adoption - Rezoning Application Z
-53-22-8 (Gila Foothills PUD) - Approximately 860 Feet South of the Southwest
Corner of 51st Avenue and Carver Road (Ordinance G-7257)
Request to hold a public hearing and amend the Phoenix Zoning Ordinance, Section
601, the Zoning Map of the City of Phoenix, by adopting Rezoning Application Z-53-22-
8 and rezone the site from S-1 (Ranch or Farm Residence), S-1 (Approved C-2 PCD)
(Ranch or Farm Residence, Approved Intermediate Commercial, Planned Community
District), S-1 (Approved R-2 PCD) (Ranch or Farm Residence, Approved Multifamily
Residence District, Planned Community District), S-1 (Approved R-3 PCD) (Ranch or
Farm Residence, Approved Multifamily Residence District, Planned Community
District), S-1 (Approved R-3A PCD) (Ranch or Farm Residence, Approved Multifamily
Residence District, Planned Community District), S-1 (Approved R1-10 PCD) (Ranch
or Farm Residence, Approved Single-Family Residence District, Planned Community
District), S-1 (Approved R1-18 PCD) (Ranch or Farm Residence, Approved Single-
Family Residence District, Planned Community District), S-1 (Approved R1-8 PCD)
(Ranch or Farm Residence, Approved Single-Family Residence District, Planned
Community District), S-1 (Approved RH/R1-10 PCD) (Ranch or Farm Residence,
Approved Resort District/Single-Family Residence District, Planned Community
District) to PUD (Planned Unit Development) to allow single and multifamily residential,
commercial uses, and some commerce park. This is a companion case to GPA-LV-3-
22-8 and should be heard following GPA-LV-3-22-8.
Summary
Current Zoning: S-1 (2.17 acres), S-1 (Approved C-2 PCD) (27.20 acres), S-1
(Approved R-2 PCD) (40.77 acres), S-1 (Approved R-3 PCD) (3.84 acres), S-1
(Approved R-3A PCD) (5.04 acres), S-1 (Approved R1-10 PCD) (9.58 acres), S-1
(Approved R1-18 PCD) (76.33 acres), S-1 (Approved R1-8 PCD) (50.30 acres), and S-
1 (Approved RH/R1-10 PCD) (73.40 acres)
Proposed Zoning: PUD
Acreage: 288.63
Proposed Use: Single and multifamily residential, commercial uses, and some
commerce park
Page 712
Owner: Lines Ruskin R. JR, et al.
Applicant: RVi Planning and Landscape Architecture
Representative: Wendy Riddell, Berry Riddell, LLC
Staff Recommendation: Approval, subject to stipulations.
VPC Information Only: The Laveen Village Planning Committee heard this item on
Nov. 14, 2022, for information only.
VPC Action: The Laveen Village Planning Committee heard this item on Feb. 12, 2024,
and continued the item, by a vote of 8-0. The Laveen Village Planning Committee
heard this item on March 18, 2024, and recommended approval, per the staff memo
with modifications and additional stipulations, by a vote of 8-0.
PC Action: The Planning Commission heard this item on March 7, 2024, and continued
the item, by a vote of 8-0. The Planning Commission heard this item on April 4, 2024,
and recommended approval, per the staff memo dated April 4, 2024, with a
modification and deleted stipulation, by a vote of 6-2.
The Planning Commission recommendation was appealed by a community member
on April 9, 2024.
Location
Approximately 860 feet south of the southwest corner of 51st Avenue and Carver Road
Council District: 8
Parcel Address: 11842 and 12000 S. 51st Ave. and 4951 and 5141 W. Estrella Drive
Responsible Department
This item is submitted by Deputy City Manager Alan Stephenson and the Planning and
Development Department.
Page 713
ATTACHMENT A
THIS IS A DRAFT COPY ONLY AND IS NOT AN OFFICIAL COPY OF THE FINAL,
ADOPTED ORDINANCE
ORDINANCE G-
AN ORDINANCE AMENDING THE ZONING DISTRICT MAP
ADOPTED PURSUANT TO SECTION 601 OF THE CITY OF
PHOENIX ZONING ORDINANCE BY CHANGING THE ZONING
DISTRICT CLASSIFICATION FOR THE PARCEL DESCRIBED
HEREIN (CASE Z-53-22-8) FROM S-1 (RANCH OR FARM
RESIDENCE), S-1 (APPROVED C-2 PCD) (RANCH OR FARM
RESIDENCE, APPROVED INTERMEDIATE COMMERCIAL,
PLANNED COMMUNITY DISTRICT), S-1 (APPROVED R-2 PCD)
(RANCH OR FARM RESIDENCE, APPROVED MULTIFAMILY
RESIDENCE DISTRICT, PLANNED COMMUNITY DISTRICT), S-1
(APPROVED R-3 PCD) (RANCH OR FARM RESIDENCE,
APPROVED MULTIFAMILY RESIDENCE DISTRICT, PLANNED
COMMUNITY DISTRICT), S-1 (APPROVED R-3A PCD) (RANCH
OR FARM RESIDENCE, APPROVED MULTIFAMILY RESIDENCE
DISTRICT, PLANNED COMMUNITY DISTRICT), S-1 (APPROVED
R1-10 PCD) (RANCH OR FARM RESIDENCE, APPROVED
SINGLE-FAMILY RESIDENCE DISTRICT, PLANNED
COMMUNITY DISTRICT), S-1 (APPROVED R1-18 PCD) (RANCH
OR FARM RESIDENCE, APPROVED SINGLE-FAMILY
RESIDENCE DISTRICT, PLANNED COMMUNITY DISTRICT), S-1
(APPROVED R1-8 PCD) (RANCH OR FARM RESIDENCE,
APPROVED SINGLE-FAMILY RESIDENCE DISTRICT, PLANNED
COMMUNITY DISTRICT), AND S-1 (APPROVED RH/R1-10 PCD)
(RANCH OR FARM RESIDENCE, APPROVED RESORT
DISTRICT/SINGLE-FAMILY RESIDENCE DISTRICT, PLANNED
COMMUNITY DISTRICT) TO PUD (PLANNED UNIT
DEVELOPMENT).
____________
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PHOENIX, as
follows:
SECTION 1. The zoning of a 288.63-acre site located approximately 860
feet south of the southwest corner of 51st Avenue and Carver Road in a portion of
Page 714
Sections 17, 20, and 21, Township 1 South, Range 2 East, as described more
specifically in Exhibit “A,” is hereby changed from 2.17 acres of “S-1” (Ranch or Farm
Residence), 27.20 acres of “S-1 (Approved C-2 PCD)” (Ranch or Farm Residence,
Approved Intermediate Commercial, Planned Community District), 40.77 acres of “S-1
(Approved R-2 PCD)” (Ranch or Farm Residence, Approved Multifamily Residence
District, Planned Community District), 3.84 acres of “S-1 (Approved R-3 PCD)” (Ranch
or Farm Residence, Approved Multifamily Residence District, Planned Community
District), 5.04 acres of “S-1 (Approved R-3A PCD)” (Ranch or Farm Residence,
Approved Multifamily Residence District, Planned Community District), 9.58 acres of “S-
1 (Approved R1-10 PCD)” (Ranch or Farm Residence, Approved Single-Family
Residence District, Planned Community District), 76.33 acres of “S-1 (Approved R1-18
PCD)” (Ranch or Farm Residence, Approved Single-Family Residence District, Planned
Community District), 50.30 acres of “S-1 (Approved R1-8 PCD)” (Ranch or Farm
Residence, Approved Single-Family Residence District, Planned Community District),
and 73.40 acres of “S-1 (Approved RH/R1-10 PCD)” (Ranch or Farm Residence,
Approved Resort District/Single-Family Residence District, Planned Community District)
to “PUD” (Planned Unit Development).
SECTION 2. The Planning and Development Director is instructed to
modify the Zoning Map of the City of Phoenix to reflect this use district classification
change as shown in Exhibit “B.”
SECTION 3. Due to the site’s specific physical conditions and the use
district applied for by the applicant, this rezoning is subject to the following stipulations,
violation of which shall be treated in the same manner as a violation of the City of
Phoenix Zoning Ordinance:
1. An updated Development Narrative for the Gila Foothills PUD reflecting the
changes approved through this request shall be submitted to the Planning
Department within 30 days of City Council approval of this request. The
Page 715
updated Development Narrative shall be consistent with Development
Narrative date stamped February 1, 2024, as modified by the following
stipulations.
a. Front Cover, add “City Council adopted: [Insert Adoption date]”
b. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses: Add a paragraph under the heading as follows:
All temporary uses shall comply with Section 708 of the Phoenix
Zoning Ordinance.
c. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses: Add a paragraph under the heading as follows:
The permitted land uses depicted below are restricted to the maximum
square footage of the land use assumptions established in Appendix
A2. Land Use Assumptions for Street Master Plan. Each developer
shall be required to provide an updated land use matrix illustrating
maximum land use square footages in compliance with Appendix A2.
Land Use Assumptions for Street Master Plan. Amendments to
increase these established land use assumptions may be administered
through a PUD Minor Amendment and shall require an updated Traffic
Impact Analysis incorporating the increased assumptions.
d. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Unit 1: Add “Single-Family Residential.”
e. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Units 2, 3, and 4A: Delete “Self Service
Storage (Limited to a maximum total of two (2) across the entire PUD
site”.
f. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Units 2, 3, 4A: Add the following bullet point:
• Hospitals
o Minimum 100 inpatient beds required to achieve the
additional 500 units referenced in the Development
Standards Table 6: Miscellaneous.
g. Page 20, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Unit 5 And 6: Add the following:
• Single-Family Residential is allowed In Development Unit 5.
h. Page 20, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Units 8: Delete “All Types of Office.”
i. Page 20, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Unit 8: Add the following:
Page 716
• Single-Family Residential.
j. Page 20, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Units 8: Add the following:
Professional, medical, dental and administrative office use including
clerical or sales representative offices. No commodity or tangible
personal property, either by way of inventory or sample, shall be
stored, kept, or exhibited in any said office or on the premises wherein
the said office is located except materials associated with professional
or medical practice. Such office use shall not include:
a. Branch offices for the following: banks, building and loan
associations, brokage houses, savings and loan associations,
finance companies, title insurance companies, title insurance
companies and trust companies.
b. Veterinary offices.
k. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Unit 9A: Add the following:
• Single-Family Residential.
l. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Unit 9B: Modify the third bullet point to
“Alcohol sales as an accessory use.”
m. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses, Development Units 9A, 9B, and 10: Add a sub-bullet point
under “Multifamily” as follows:
Only permitted if building permits for a resort have not been issued
within five years of the dedication of Gila Foothills Parkway and no
sooner than five years after the adoption of the PUD. This provision
only applies to a 50-acre resort reservation area and not to the
remaining approximately 7 acres. The 7 acres of multifamily
development must be placed in area/s that would not interrupt the
viability of having a relatively contiguous 50-acre area reserved for a
resort.
n. Page 23, Section 3.2 Land Uses Per Development Unit, Prohibited
Land Uses, All Development Units: Add “Self Service Storage” and
“Pawn Shops”.
o. Page 25, Section 3.3 Roadway Circulation, 51st Avenue: Remove all
reference to “half-street improvements” and modify to “full limits” of
51st Avenue.
p. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual
Trail Plan: Modify to show the MUT on the south and west sides of Gila
Page 717
Foothills Parkway.
q. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual
Trail Plan: Remove “or Planned” from the legend heading.
r. Page 32, Exhibit 14, Update to reflect the updated maximum height
allowed.
s. Page 39, Section 4. Development Standards, Development Standards
Table 1: Building Setbacks: Update the setbacks for Development Unit
10 along Gila Foothills Parkway to 25 Feet.
t. Page 39, Section 4. Development Standards, Development Standards
Table 1: Building Setbacks: Add a row to the end of the table for the
Property Line shared with South Mountain Park; and require a 50-foot
setback for Development Units 9A, 9B, and 10.
u. Page 41, Section 4. Development Standards, Development Standards
Table 3: Landscape Buffers, 47th Avenue: Switch the provisions for
Development Units 9A and 9B.
v. Page 41, Section 4. Development Standards, Development Standards
Table 3: Landscape Buffers: Add a row to the end of the table for the
Property Line shared with South Mountain Park, and require a 50-foot
buffer for Development Units 9A, 9B, and 10. Also add a footnote to
see the South Mountain Perimeter Zone provisions on pages 64 and
95.
w. Page 41, Section 4. Development Standards, Table 4: Building Height,
Update the maximum building height for Development Units 3, 4A, 4B,
and 6 to allow a maximum of 40 feet.
x. Page 41, Section 4. Development Standards, Development Standards
Table 4: Building Height: Modify Footnote (1) as follows:
Hospital uses may be up to 120 feet in height for up to 20% of the area
of the development unit.
y. Page 41, Section 4. Development Standards, Development Standards
Table 4: Building Height: Add Footnote (3) to apply to Development
Units 2, 3, 4A, 4B that states the following:
Parking garages accessory to an automobile dealership may be up to
56 feet in height.
z. Page 41, Section 4. Development Standards, Development Standards
Table 4: Building Height: Add Footnote (4) to apply to Development
Units 9A and 9B that states the following:
Resort uses may be up to 48 feet in height, subject to Development
Standards Table 5: building step back.
Page 718
aa. Page 41, Section 4. Development Standards, Development Standards
Table 4: Building Height: Add a footnote to apply to Development Unit
1 that states the following:
A maximum of 50% of Development Unit 1 that allows 40 feet in height
can be developed up to the maximum height of 40 feet. The remaining
50% shall be limited to a maximum of 30 feet in height.
bb. Page 42, Section 4. Development Standards, Development Standards
Table 5: Building Step Back: Update the first column referencing the
property line shared within Tierra Montana as follows:
Property line shared with (or measured from) Tierra Montana
Neighborhood
cc. Page 42, Section 4. Development Standards, Development Standards
Table 5: Building Step Backs, Gila Foothills Parkway and 51st Ave:
Switch the provisions for Development Unit 6.
dd. Page 42, Section 4. Development Standards, Development Standards
Table 5: Building Step Backs: Add the following to the end of Footnote
(3):
An additional foot of height will be allowed for every two additional feet
of setback.
ee. Page 42, Section 4. Development Standards, Development Standards
Table 5: Building Step Back: Add Footnote (7) to Development Unit 2
that states the following within the “Property line shared with (or
measured from) Tierra Montana Neighborhood” row in the table:
56-foot maximum building height within 900 feet of the Tierra Montana
Neighborhood.
ff. Page 43, Section 4, Development Standards, Development Standards
Table 6: Miscellaneous, Maximum Residential Density, Development
Unit 8: Update the density to 14 du/ac; and 2.34 du/ac or a maximum
of 40 lots (whichever is less) for the first 500 feet; and a footnote that
states the following:
The first 500 feet is measured from both Estrella Drive and 47th
Avenue to create an “L” shaped development area. See Development
Unit 8 density exhibit and Table 7 for single-family development
standards.
gg. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous: Delete the row for Maximum Number of Units.
hh. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Parking Standards, first bullet: Delete the first
Page 719
bullet regarding the sale of EV or hybrid automobiles.
ii. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Parking Standards, fourth bullet: Remove “not
to exceed 10 chargers.”
jj. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Footnotes: Modify Footnote (1) as follows:
The entire overall PUD site may be developed with a maximum of
1,700 residential units. Hotel guest rooms do not count towards the
maximum 1,700 dwelling units for the overall PUD site. Upon certificate
of occupancy of a Level 1 Trauma Center hospital, as defined by the
Arizona Department of Health Services, in Development Unit 2 an
additional 500 dwelling units above the 1,700 cap are permitted with
Development Units 2 and 5. Additional review and approval is required
for any multifamily development in Development Units 2 and 5 that
exceeds 40 feet in height, per Z-53-22-8 stipulation.
kk. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Maximum Residential Density: Add Footnote
(2) to Development Unit 2.
ll. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Footnotes: Add a footnote that states the
following and apply it to Development Units 9A, 9B and 10:
For any multifamily development not associated with a resort in
Development Units 9A, 9B and 10, and within a 50-acre resort
reservation area, conceptual site plans, elevations, and landscape
plans shall be reviewed and approved by the Planning Hearing Officer
through the public hearing process, including review by the Laveen
Village Planning Committee prior to preliminary site plan approval. This
is a legislative review for conceptual purposes only. Specific
development standards and requirements will be determined by the
Planning Hearing Officer and the Planning and Development
Department.
mm. Page 43, Section 4. Development Standards: Add Development
Standards Table 7: Development Standards for Single-Family
Development. This table will address single-family residential
development standards to include the following:
• Select R1-18 lot standards.
• Restricted to 1-story and 22 feet in height for the lots along
Estrella Drive and 47th Avenue. All the interior lots are allowed
to be 2-stories with up to 30 feet in height.
• Rectangular lots shall have an average lot width of 90 feet.
• Minimum 22-foot-long driveways.
• Minimum 15% open space.
Page 720
• Minimum roof overhang of 18 inches.
nn. Page 43-44, Section 4, Development Standards: Add Development
Unit 8 Density Exhibit to visually demonstrate the “L” shaped area
measured 500 feet from both Estrella Drive and 47th Avenue.
oo. Page 45, Section 4. Development Standards, Landscape Standards,
Landscape Standards Table 1: Landscape Setbacks: Update title to
Landscape Standards Table 1: Landscape Plant Types.
pp. Page 46, Section 4. Development Standards, Landscape Standards,
Landscape Standards Table 2: Enhanced Streetscape R.O.W Planting:
Modify the title to “Landscape Standards Table 2: Enhanced
Streetscape R.O.W. Planting and Public Shade Standards”.
qq. Page 46, Section 4. Development Standards, Landscape Standards
Table 2: Enhanced Streetscape R.O.W Planting: Revise sidewalk
shading to show all sidewalk shading in the Hub Character Area to no
less than 50%.
rr. Page 46, Section 4. Development Standards, Landscape Standards
Table 2: Enhanced Streetscape R.O.W Planting, Notes, fifth bullet
(Shade Pockets): Add the following as a sub-bullet point:
All public sidewalks adjacent to Automobile Dealership, Automobile
Retail Sales, and Automobile Rental: A minimum 25% shade is
required along sidewalk areas located between shade pockets. Overall
shade coverage shall equal a total of 50% inclusive of shade pockets
and the intermittent areas between shade pockets. All other uses
within the HUB character area shall require a minimum 75% shade of
public sidewalks.
ss. Page 46, Section 4. Development Standards, Landscape Standards
Table 2: Enhanced Streetscape R.O.W Planting: Add a note as
follows:
Upon redevelopment of a site formerly used for Automobile Dealership,
Automobile Retail Sales, or Automobile Rental into Non-Automobile
Dealership, Automobile Retail Sales, or Automobile Rental, right-of-
way landscaping and shade requirements shall meet the 75% shade
standard.
tt. Page 46-47, Section 4. Development Standards, Landscape Standards
Table 2: Enhanced Streetscape R.O.W Planting: Add a footnote to
apply to all provisions for medians as follows:
All modified median landscaping deviating from City of Phoenix
standard landscape requirements shall be privately maintained and
identified on the approved master street plan and associated plats.
uu. Page 47, Section 4. Development Standards, Landscape Standards
Page 721
Table 2: Enhanced Streetscape R.O.W Planting: Add a footnote to
apply to Development Units 3, 6, and 4A as follows:
51st Avenue, south of Estrella Drive, is located within Maricopa County
jurisdiction. Any street improvements or landscaping on 51st Avenue
are subject to the review and approval of Maricopa County.
vv. Page 50, Section 5. Signage, Off Premise Signage: Update the end of
the second bullet point as follows:
…design to be presented for review and comment to the Laveen
Village Planning Committee.
ww. Page 52, Section 6. Sustainability: Add a provision for recycling as the
last bullet point.
xx. Page 52, Section 6, Sustainability:
(1) Update the last sentence in the first paragraph as follows:
Development parcels must incorporate all the following
sustainability principles:
(2) Add bullet points 2, 6, 9, and 14 under the required
sustainability principles.
(3) After the required sustainability items, add the following:
A minimum of three optional sustainability principles shall be
selected from the options below, as approved by the Planning
and Development Department.
(4) Add the remaining sustainability items (bullet points 1, 3, 4, 5, 7,
8, 10, 11, 12, 13, 15, 16) under the optional sustainability
principles, and include upgraded HVAC units at 15 seer or
higher.
(5) Update bullet point 14 as follows:
The development will provide safe, reliable, and efficient
stormwater management systems that protect both human
health and the natural environment.
yy. Page 57, Section 7. Complete Streets, Design for Safety: Remove the
second and third paragraphs.
zz. Page 69, Part 2 - Design Guidelines, Foothills Character Area, 2.1 Site
and Building Design, C. Architectural Style and Character: Add a bullet
to include the following:
Building façades on all multifamily development, facing publicly
Page 722
dedicated right-of-way that exceeds 75 feet in length, shall contain a
minimum of one architectural embellishment and detailing such as
textural changes, pilasters, offsets, recesses, window fenestration,
shadow boxes and overhead/canopies every 75 linear feet.
aaa. Page 86 Part 2 - Design Guidelines, Foothills Character Area, 2.3
Landscaping, B. Site Walls, Screens, and Fences: Update this section
to require the following along Estrella Drive and 47th Avenue: 6-foot
painted CMU perimeter walls and tubular mild steel or pipe fencing
(allowed to tarnish/rust naturally), implemented in segments that
conform to industry standard lengths.
bbb. Page 92, Part 2 - Design Guidelines, Foothills Character Area, 2.3
Landscaping, G. General Landscaping Requirements: Add the
following:
Lower-level landscaping is preferred between any perimeter walls and
a possible bridlepath along 47th Avenue.
ccc. Page 93, Part 2 - Design Guidelines, Foothills Character Area, 2.3
Landscaping, I. Site Lighting: Add the following paragraph:
If private streets are proposed in single-family residential subdivisions,
minimal street lighting shall be considered.
ddd. Page 95, Foothills Character Area, 2.3 Landscaping, j. Perimeter
Treatments, South Mountain Perimeter Treatment: Delete the last
paragraph.
eee. Page 99, Part 2 - Design Guidelines, District Character Area, 3.1 Site
and Building Design, C. Architectural Style and Character: Add a bullet
to include the following:
Building façades on all multifamily development, facing publicly
dedicated right-of-way that exceeds 75 feet in length, shall contain a
minimum of one architectural embellishment and detailing such as
textural changes, pilasters, offsets, recesses, window fenestration,
shadow boxes and overhead/canopies every 75 linear feet.
fff. Page 103, The District Character Area, 3.1 Site and Building Design, 2.
Circulation: Remove Section 2.b.
ggg. Page 123, Part 2 - Design Guidelines, Hub Character Area, 1. Site and
Building Design, b. Architectural Style and Character: Add a bullet to
include the following:
Building façades on all multifamily development, facing publicly
dedicated right-of-way that exceeds 75 feet in length, shall contain a
minimum of one architectural embellishment and detailing such as
textural changes, pilasters, offsets, recesses, window fenestration,
shadow boxes and overhead/canopies every 75 linear feet.
Page 723
hhh. Page 142, The Hub Character Area, 2. Circulation, C. Street Design
and Landscape Character, Shade Pockets: Update Exhibit H9 to
reflect the minimum 25% shade along sidewalk areas between shade
pockets and overall shade coverage to total 50% and all uses within
the HUB to a minimum 75% shade as required by Stipulation No. 1.ss.
iii. Page 143, The Hub Character Area, 2. Circulation, C. Street Design
and Landscape Character, Shade Pockets, Conceptual Shade Pocket
Detail A, B1, and B2: Update Detail A, B1, and B2 to reflect the
required shading requirements per Stipulation No. 1.ss.
jjj. Update all exhibits to include the 55th Avenue connection from the
existing northern stub to Estrella Avenue.
kkk. Submit legal descriptions for all development units as an appendix to
the PUD narrative.
lll. Update any typographical or scrivener’s errors throughout.
2. Any multifamily development in Development Units 2 and 5 that exceed 40 feet
in height and any multifamily development not associated with a resort in
Development Units 9A, 9B, and 10, and within a 50-acre resort reservation
area, shall have conceptual site plans, elevations, and landscape plans
reviewed and approved by the Planning Hearing Officer through the public
hearing process, including review by Laveen Village Planning Committee prior
to preliminary site plan approval. This is a legislative review for conceptual
purposes only. Specific development standards and requirements will be
determined by the Planning Hearing Officer and the Planning and Development
Department.
3. A Master Height and Density Tracking Matrix shall be provided and updated on
all site plan submittals to track the number of units within the PUD area and the
building height within Development Unit 1. Upon resubmittal of a post-Council
hearing draft of the PUD Narrative, a Master Height and Density Tracking
Matrix formal shall be added as an appendix.
4. The applicant shall submit a Traffic Impact Analysis (TIA) to the City for this
development and update the existing Tierra Montana Master Street Plans
associated with the Segment Two development area. The TIA shall be
submitted to ADOT and MCDOT for interagency review. No preliminary
approval of plans shall be granted until the study is reviewed and approved by
the City.
5. The developer shall update the existing Tierra Montana Master Street Plan for
inclusion of Segment Two network. Phasing sheet to be updated to include
roadway networks to be completed by Segment Two development within
existing Segment One as per the required updated Traffic Impact Analysis.
Roadways located within Segment two that are not under the jurisdiction of the
jurisdiction.
Page 724
6. The developer shall design and install, at their expense, traffic signals and or
roundabouts at locations approved by the TIA and updated Master Street Plan.
The developer shall be responsible for the construction and/or escrow
contribution, as approved by the TIA and Master Street Plans. Stipulation
subject to change based on TIA comments for signal location evaluation and
funding responsibility.
7. The developer shall dedicate and construct roadway, paving, curb, gutter,
detached sidewalk, traffic signal infrastructure, and other necessary incidentals
for all arterial and collector roadways as per the approved TIA and Master
Street Plan.
8. The developer shall provide access control at locations in accordance with the
City’s Design Standards Manual and/or as approved per the Master Street
Plan.
9. The full limits of 51st Avenue shall be dedicated and constructed north of
Estrella Drive to Carver Road, per the cross-section approved in the master
street plan.
10. The full limits of 51st Avenue shall be dedicated and constructed south of
Estrella Drive, as approved by Maricopa County. Should 51st Avenue be
annexed into the City of Phoenix, right-of-way dedications and improvements
shall be required to meet City of Phoenix standards.
11. Right-of-way shall be dedicated and constructed for the west side of 47th
Avenue, as required by the approved master street plans. Should a request be
submitted to abandon 47th Avenue, it shall be considered through a formal
hearing process prior to or concurrent with the TIA and approved master street
plan.
12. A minimum 60-feet of right-of-way shall be dedicated and constructed for the
full limits of 55th Avenue. The developer shall work with the Street
Transportation Department to incorporate traffic mitigation measures.
13. All modified median landscaping deviating from City of Phoenix standard
landscape requirements shall be privately maintained and identified on the
approved master street plan and associated plats.
14. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the east side of 51st Avenue, south of Estrella Drive. Construction of the
multi-use trail shall be to City standards.
15. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the north side of Estrella Drive, west of 51st Avenue. Construction of the
multi-use trail shall be to City standards.
16. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the south and west sides of Gila Foothills Parkway, as depicted on Exhibit
11 – Conceptual Trail Plan. Construction of the multi-use trail shall be to City
Page 725
standards.
17. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the north side of 55th Avenue, connecting to 51st Avenue. Construction of
the multi-use trail shall be to City standards.
18. The developer shall convey land, if necessary, located at the end of Gila
Foothills Parkway as a trailhead to South Mountain Preserve, as modified and
approved by the Parks and Recreation Department and Planning and
Development Department. The final acreage and configuration of the property
to be conveyed, along with timing of the conveyance, shall be mutually agreed
upon by the developer, the Parks and Recreation Department, and Planning
and Development Department.
19. The developer shall investigate entering into a development agreement with
the City regarding public infrastructure.
20. The developer shall underground existing electrical utilities within the public
right-of-way that are impacted or require relocation, excluding 69kv or larger,
as part of this project. The developer shall coordinate with the affected utility
companies for their review and permitting.
21. Existing irrigation facilities along all public streets are to be undergrounded and
relocated outside of City right-of-way, unless otherwise approved by the Street
Transportation Department. Contact SRP to identify existing land rights and
establish the appropriate process to relocate the facility.
22. All major public infrastructure shall be constructed as part of the first phase of
construction, subject to a development agreement with the City of Phoenix and
an updated streets master plan, including the following: 51st Avenue from the
Loop 202 freeway on the south to Carver Road; Gila Foothills Parkway; Estrella
Drive from the Loop 202 freeway on the west to 47th Avenue; 47th Avenue
adjacent to the site (unless abandoned); and 55th Avenue as required by the
stormwater infrastructure.
23. The proposed “county lane” shall be shifted so as not to directly align with the
front entry of any existing residential homes. The final location shall be
determined at the time of master street plan, as approved by the Planning and
Development Department and the Street Transportation Department.
24. The developer shall construct all streets within and adjacent to the
development with paving, curb, gutter, sidewalk, curb ramps, streetlights,
median islands, landscaping and other incidentals, as per plans approved by
the Planning and Development Department. All improvements shall comply
with all ADA accessibility standards.
25. If determined necessary by the Phoenix Archaeology Office, the applicant shall
conduct Phase I data testing and submit an archaeological survey report of the
development area for review and approval by the City Archaeologist prior to
clearing and grubbing, landscape salvage, and/or grading approval.
Page 726
26. If Phase I data testing is required, and if, upon review of the results from the
Phase I data testing, the City Archaeologist, in consultation with a qualified
archaeologist, determines such data recovery excavations are necessary, the
applicant shall conduct Phase II archaeological data recovery excavations.
27. In the event archaeological materials are encountered during construction, the
developer shall immediately cease all ground-disturbing activities within a 33-
foot radius of the discovery, notify the City Archaeologist, and allow time for the
Archaeology Office to properly assess the materials.
28. Prior to final site plan approval, the landowner shall execute a Proposition 207
waiver of claims form. The waiver shall be recorded with the Maricopa County
Recorder's Office and delivered to the City to be included in the rezoning
application file for record.
29. The property owner, or designee, shall provide annual land development
updates on the status of development within the PUD to the Laveen Village
Planning Committee until all land in the Hub Character Area and Development
Units 9A and 9B have preliminary site plan approval.
30. Prior to preliminary site plan approval for any development within the PUD, the
developer shall notify the following individuals:
Phil Hertel
2845 W. Broadway Road
Phoenix, AZ 85041
Jon Kimoto
3216 W. Ansell Road
Laveen, AZ 85339
John Bzdel
12120 S. 39th Avenue
Laveen, AZ 85339
Maria Reagin
4131 W. Calle Poco
Laveen, AZ 85339
Linda Abegg
5407 W. Winston Drive
Laveen, AZ 85339
Stephanie Hurd
10207 S. 47th Avenue
Laveen, AZ 85339
Francisco Barraza
4152 W. Allen Street
Laveen, AZ 85339
Page 727
Joanne Jensen
8303 S. 17th Drive
Phoenix, AZ 85041
Patrick Nasser-Taylor
11024 S. 56th Lane
Laveen, AZ 85339
Carlos Ortega
7006 S. 40th Lane
Phoenix, AZ 85041
Rebecca Perrera
7914 S. 73rd Lane
Laveen, AZ 85339
Jennifer Rouse
4821 W. Ellis Street
Laveen, AZ 85339
SECTION 4. If any section, subsection, sentence, clause, phrase or
portion of this ordinance is for any reason held to be invalid or unconstitutional by the
decision of any court of competent jurisdiction, such decision shall not affect the validity
of the remaining portions hereof.
PASSED by the Council of the City of Phoenix this 1st day of May, 2024.
________________________________
MAYOR
ATTEST:
_________________________
Denise Archibald, City Clerk
APPROVED AS TO FORM:
Julie M. Kriegh, City Attorney
By:
_________________________
Page 728
_________________________
REVIEWED BY:
_________________________
Jeffrey Barton, City Manager
Exhibits:
A – Legal Description (3 Pages)
B – Ordinance Location Map (1 Page)
Page 729
EXHIBIT A
LEGAL DESCRIPTION FOR Z-53-22-8
A PORTION OF SECTIONS 17, 20, AND 21, TOWNSHIP 1 SOUTH, RANGE 2 EAST
OF THE GILA AND SALT RIVER MERIDIAN, MARICOPA COUNTY, ARIZONA, MORE
PARTICULARLY DESCRIBED AS FOLLOWS:
BEGINNING AT THE NORTHWEST CORNER OF SAID SECTION 21;
THENCE ALONG THE NORTH LINE OF THE NORTHWEST QUARTER OF SAID
SECTION 21, SOUTH 89°49'09" EAST, A DISTANCE OF 2640.71 FEET TO THE
NORTH QUARTER CORNER OF SAID SECTION 21;
THENCE ALONG THE EAST LINE OF SAID NORTHWEST QUARTER OF SECTION
21, SOUTH 00°02'24" WEST, A DISTANCE OF 2396.38 FEET;
THENCE LEAVING SAID EAST LINE, SOUTH 89°51'02" WEST, A DISTANCE OF
660.39 FEET;
THENCE SOUTH 00°02'42" WEST, A DISTANCE OF 248.30 FEET TO THE SOUTH
LINE OF SAID NORTHWEST QUARTER OF SECTION 21;
THENCE ALONG THE SOUTH LINE OF SAID NORTHWEST QUARTER OF
SECTION 21, SOUTH 89°48'59" WEST, A DISTANCE OF 311.23 FEET TO THE
NORTHEAST CORNER OF THAT CERTAIN PARCEL OF LAND DESCRIBED AS
PARCEL NO. 4 RECORDED IN DOC. 89-0500549, RECORDS OF MARICOPA
COUNTY, ARIZONA, SAID POINT ALSO THE NORTHWEST CORNER OF THAT
CERTAIN PARCEL OF LAND DEEDED TO THE CITY OF PHOENIX IN DOC. 98-
0405987, RECORDS OF MARICOPA COUNTY, ARIZONA;
THENCE ALONG THE EAST LINE OF SAID PARCEL RECORDED IN DOC. 89-
0500549, SOUTH 20°23'34" WEST, A DISTANCE OF 277.00 FEET;
THENCE CONTINUING ALONG SAID EAST LINE, SOUTH 59°03'34" WEST, A
DISTANCE OF 88.00 FEET;
THENCE CONTINUING ALONG SAID EAST LINE, SOUTH 37°21'34" WEST, A
DISTANCE OF 269.00 FEET;
THENCE CONTINUING ALONG SAID EAST LINE, SOUTH 17°40'34" WEST, A
DISTANCE OF 396.00 FEET;
THENCE CONTINUING ALONG SAID EAST LINE, SOUTH 05°10'34" WEST, A
DISTANCE OF 46.73 FEET TO THE EASTERLY RIGHT OF WAY LINE OF THE
SOUTH MOUNTAIN FREEWAY AS SHOWN ON THE RIGHT OF WAY PLANS FOR
PROJECT NO. 202L MA 000 H5439 01R;
THENCE ALONG SAID RIGHT OF WAY LINE, THE FOLLOWING COURSES;
NORTH 33°56'57" WEST, A DISTANCE OF 321.59 FEET;
Page 730
NORTH 41°40'59" WEST, A DISTANCE OF 605.56 FEET;
NORTH 38°11'16" WEST, A DISTANCE OF 893.66 FEET;
NORTH 00°03'35" EAST, A DISTANCE OF 76.81 FEET;
NORTH 45°23'53" WEST, A DISTANCE OF 1120.82 FEET;
NORTH 40°31'59" WEST, A DISTANCE OF 199.24 FEET;
NORTH 34°17'56" WEST, A DISTANCE OF 1303.03 FEET;
NORTH 89°33'45" EAST, A DISTANCE OF 270.70 FEET;
NORTH 00°50'40" EAST, A DISTANCE OF 73.01 FEET TO THE NORTH LINE OF
SAID SECTION 20;
THENCE ALONG SAID NORTH LINE, NORTH 89°33'41" EAST, A DISTANCE OF
347.81 FEET;
THENCE LEAVING SAID NORTH LINE, ALONG SAID RIGHT OF WAY LINE, NORTH
73°21'18" WEST, A DISTANCE OF 434.58 FEET;
THENCE NORTH 64°35'07" WEST, A DISTANCE OF 379.26 FEET;
THENCE NORTH 41°02'22" WEST, A DISTANCE OF 190.61 FEET;
THENCE NORTH 60°27'18" WEST, A DISTANCE OF 267.09 FEET;
THENCE NORTH 50°42'33" WEST, A DISTANCE OF 704.52 FEET TO THE WEST
LINE OF THE SOUTHEAST QUARTER OF SAID SECTION 17;
THENCE ALONG SAID WEST LINE, NORTH 00°17'50" EAST, A DISTANCE OF
1091.53 FEET;
THENCE LEAVING SAID WEST LINE, SOUTH 89°49'50" EAST, A DISTANCE OF
20.13 FEET TO THE BEGINNING OF A CURVE CONCAVE EASTERLY WHOSE
RADIUS BEARS NORTH 72˚20’51” EAST, A DISTANCE OF 1030.00 FEET;
THENCE SOUTHERLY ALONG THE ARC OF SAID CURVE, TO THE LEFT,
THROUGH A CENTRAL ANGLE OF 6°29'13", AN ARC LENGTH OF 116.62 FEET TO
THE BEGINNING OF A CURVE CONCAVE NORTHWESTERLY WHOSE RADIUS
BEARS SOUTH 65°52'49" WEST, A DISTANCE OF 30.00 FEET;
THENCE SOUTHERLY ALONG THE ARC OF SAID CURVE, TO THE RIGHT,
THROUGH A CENTRAL ANGLE OF 70°02'09", AN ARC LENGTH OF 36.67 FEET;
THENCE SOUTH 26°54'46" EAST, A DISTANCE OF 64.12 FEET TO THE
BEGINNING OF A CURVE CONCAVE SOUTHERLY WHOSE RADIUS BEARS
SOUTH 11°55'46" EAST, A DISTANCE OF 30.00 FEET;
Page 731
THENCE EASTERLY ALONG THE ARC OF SAID CURVE, TO THE RIGHT,
THROUGH A CENTRAL ANGLE OF 71°13'47", AN ARC LENGTH OF 37.30 FEET TO
THE BEGINNING OF A CURVE CONCAVE NORTHEASTERLY WHOSE RADIUS
BEARS NORTH 59°16'29" EAST, A DISTANCE OF 1030.00 FEET;
THENCE SOUTHEASTERLY ALONG THE ARC OF SAID CURVE, TO THE LEFT,
THROUGH A CENTRAL ANGLE OF 04°30'50", AN ARC LENGTH OF 81.15 FEET;
THENCE SOUTH 35°14'21" EAST, A DISTANCE OF 427.01 FEET TO THE
BEGINNING OF A CURVE CONCAVE SOUTHWESTERLY HAVING A RADIUS OF
970.00 FEET;
THENCE SOUTHERLY ALONG THE ARC OF SAID CURVE, TO THE RIGHT,
THROUGH A CENTRAL ANGLE OF 04°30'28", AN ARC LENGTH OF 76.32 FEET;
THENCE SOUTH 89°58'12" EAST, A DISTANCE OF 843.88 FEET;
THENCE NORTH 00°12'10" EAST, A DISTANCE OF 336.29 FEET;
THENCE SOUTH 89°58'07" EAST, A DISTANCE OF 1295.27 FEET;
THENCE SOUTH 00°06'34" WEST, A DISTANCE OF 336.26 FEET;
THENCE SOUTH 89°58'12" EAST, A DISTANCE OF 40.00 FEET TO THE EAST LINE
OF THE SOUTHEAST QUARTER OF SAID SECTION 17;
THENCE ALONG SAID EAST LINE, SOUTH 00°06'34" WEST, A DISTANCE OF
1397.13 FEET TO THE POINT OF BEGINNING.
EXCEPT THE EAST 40 FEET OF THE NORTHEAST QUARTER OF THE
NORTHEAST QUARTER OF FARM UNIT “B”, ACCORDING TO THE FARM UNIT
PLAT;
ALSO EXCEPTING THE NORTH 80 FEET OF THE EAST 90 FEET OF GLO LOT 3 OF
SAID SECTION 20;
ALSO EXCEPTING THE WEST 15 FEET OF THE EAST 55 FEET OF GLO LOT 3 OF
SAID SECTION 20.
ALSO EXCEPTING THEREFROM THE WEST 75.00 FEET OF SAID SECTION 21.
Page 732
Page 733
Attachment B
Staff Report Z-53-22-8
(Gila Foothills PUD)
February 12, 2024
Laveen Village Planning Committee February 12, 2024
Meeting Date:
Planning Commission Hearing Date: March 7, 2024
Request From: S-1 (Ranch or Farm Residence) (2.17
acres), S-1 (Approved C-2 PCD) (Ranch or
Farm Residence, Approved Intermediate
Commercial, Planned Community District)
(27.20 acres), S-1 (Approved R-2 PCD)
(Ranch or Farm Residence, Approved
Multifamily Residence District, Planned
Community District) (40.77 acres), S-1
(Approved R-3 PCD) (Ranch or Farm
Residence, Approved Multifamily
Residence District, Planned Community
District) (3.84 acres), S-1 (Approved R-3A
PCD) (Ranch or Farm Residence,
Approved Multifamily Residence District,
Planned Community District) (5.04 acres),
S-1 (Approved R1-10 PCD) (Ranch or
Farm Residence, Approved Single-Family
Residence District, Planned Community
District) (9.58 acres), S-1 (Approved R1-18
PCD) (Ranch or Farm Residence,
Approved Single-Family Residence District,
Planned Community District) (76.33 acres),
S-1 (Approved R1-8 PCD) (Ranch or Farm
Residence, Approved Single-Family
Residence District, Planned Community
District) (50.30 acres), and S-1 (Approved
RH/R1-10 PCD) (Ranch or Farm
Residence, Approved Resort
District/Single-Family Residence District,
Planned Community District) (73.40 acres)
Request To: PUD (Planned Unit Development) (288.63
acres)
Proposed Use: Planned Unit Development to allow single
and multifamily residential, commercial
uses, and some commerce park
Page 734
Staff Report: Z-53-22-8
February 12, 2024
Location: Approximately 860 feet south of the
southwest corner of 51st Avenue and
Carver Road
Owner: Lines Ruskin R JR, et al.
Applicant: RVi Planning and Landscape Architecture
Representative: Wendy Riddell, Berry Riddell, LLC
Staff Recommendation: Approval, subject to stipulations
General Plan Conformity
Current: Residential 1 to 2 dwelling units
per acre (54.23 acres), Residential 2 to
3.5 dwelling units per acre (41.64 acres),
Residential 3.5 to 5 dwelling units per
acre (84.24 acres), Residential 5 to 10
dwelling units per acre (57.14 acres),
Residential 15+ dwelling units per acre
(4.09 acres), Public / Quasi-Public (17.51
acres), and Commercial (25.34 acres),
Resort
Pending (GPA-LV-3-22-8): Commercial /
General Plan Land Use Map Designation Commerce/Business Park (100.01
acres), Commercial /
Commerce/Business Park / Residential
10 to 15 dwelling units per acre /
Residential 15+ dwelling units per acre
(65.14 acres), Commercial / Residential
10 to 15 dwelling units per acre /
Residential 15+ dwelling units per acre
(40.46 acres), Residential 10 to 15
dwelling units per acre / Residential 15+
dwelling units per acre (78.58 acres),
Resort
Page 735
Staff Report: Z-53-22-8
February 12, 2024
• South of Estrella
Drive, 33 to 55 feet
west half street
Major Arterial, scenic and 33 feet east half
51st Avenue
drive street
• North of Estrella
Drive, 40 to 55 feet
west half street
Street Map
Classification
• 33-foot south half
Arterial (west of 47th street (East of 51st
Estrella Drive Avenue), Local (east Avenue)
of 47th Avenue) • 0 feet (west of 51st
Avenue)
47th Avenue Local • 0-foot west half street
STRENGTHEN OUR LOCAL ECONOMY CORE VALUE; ENTREPRENEURS AND
EMERGING ENTERPRISES; LAND USE PRINCIPLE: Encourage land uses that
promote the growth of entrepreneurs or new businesses in Phoenix in
appropriate locations.
The proposed PUD will add employment opportunities and additional housing within
the Laveen Village, in close proximity to the Loop 202.
CERTAINTY AND CHARACTER; DESIGN PRINCIPLE: Create a new development
or redevelopment that is sensitive to the scale and character of the surrounding
neighborhoods and incorporates adequate development standards to prevent
negative impact(s) on the residential properties.
The proposed variety of land use designations are appropriately arranged to provide
services and housing to the area while also serving as a buffer where adjacent to the
existing residential/rural area. Furthermore, the rezoning case, Z-53-22-8, proposes
development and design standards that are sensitive to the surrounding
neighborhoods.
Page 736
Staff Report: Z-53-22-8
February 12, 2024
BUILD THE SUSTAINABLE DESERT CITY CORE VALUE; TREES AND SHADE;
DESIGN PRINCIPLE: Integrate trees and shade into the design of new
development and redevelopment projects throughout Phoenix.
The PUD Narrative incorporates enhanced landscaping and shade standards
throughout the site that will help to provide shade for pedestrians and mitigate the
urban heat island effect by covering hard surfaces thus cooling the micro-climate
around the vicinity.
Applicable Plans, Overlays and Initiatives
Laveen Southwest Growth Study: Background Item No. 6.
Housing Plan Phoenix: Background Item No. 7.
Complete Streets Guiding Principles: Background Item No. 8.
Transportation Electrification Action Plan: Background Item No. 9.
Comprehensive Bicycle Master Plan: Background 10.
Tree and Shade Master Plan: Background Item No. 11.
Monarch Butterfly: Background Item No. 12.
Zero Waste PHX: Background Item No. 13.
Surrounding Land Uses/Zoning
Land Use Zoning
S-1, S-1 (Approved C-2 PCD),
S-1 (Approved R-2 PCD), S-1
(Approved R-3 PCD), S-1
Vacant land,
(Approved R-3A PCD), S-1
On Site agriculture, and
(Approved R1-10 PCD), S-1
rural residential
(Approved R1-18 PCD), S-1
(Approved R1-8 PCD), and S-
1 (Approved RH/R1-10 PCD)
Single-family
North (across Estrella Drive) Maricopa County (RU-43)
residential
Single-family S-1 (Approved R1-10 PCD)
North
residential and S-1 (Approved R1-8 PCD)
Single-family
East (across 51st Avenue) Maricopa County (RU-43)
residential
East (across 47th Avenue) Single-family RE-35
Page 737
Staff Report: Z-53-22-8
February 12, 2024
residential
Vacant land, and
West S-1 (Approved R1-8 PCD)
Loop 202 Freeway
West (across the Loop 202) Vacant land Gila River Indian Reservation
South Mountain
Southeast S-1
Park and Preserve
Background/Issues/Analysis
SUBJECT SITE
1. This request is to rezone 288.63 acres located approximately 860 feet south of
the southwest corner of 51st Avenue and Carver Road from S-1 (Ranch or Farm
Residence) (2.17 acres), S-1 (Approved C-2 PCD) (Ranch or Farm Residence,
Approved Intermediate Commercial, Planned Community District) (27.20 acres),
S-1 (Approved R-2 PCD) (Ranch or Farm Residence, Approved Multifamily
Residence District, Planned Community District) (40.77 acres), S-1 (Approved R-
3 PCD) (Ranch or Farm Residence, Approved Multifamily Residence District,
Planned Community District) (3.84 acres), S-1 (Approved R-3A PCD) (Ranch or
Farm Residence, Approved Multifamily Residence District, Planned Community
District) (5.04 acres), S-1 (Approved R1-10 PCD) (Ranch or Farm Residence,
Approved Single-Family Residence District, Planned Community District) (9.58
acres), S-1 (Approved R1-18 PCD) (Ranch or Farm Residence, Approved Single-
Family Residence District, Planned Community District) (76.33 acres), S-1
(Approved R1-8 PCD) (Ranch or Farm Residence, Approved Single-Family
Residence District, Planned Community District) (50.30 acres), and S-1
(Approved RH/R1-10 PCD) (Ranch or Farm Residence, Approved Resort
District/Single-Family Residence District, Planned Community District) (73.40
acres) to PUD (Planned Unit Development) to allow single and multifamily
residential, commercial uses, and some commerce park. The proposed PUD will
support new commercial, residential, and resort uses, within close proximity to the
Loop 202 Freeway and along an arterial street (51st Avenue).
SURROUNDING LAND USES AND ZONING
2. The site currently consists of vacant land, agricultural land, and rural residential.
The property to the north is a single-family residential subdivision zoned S-1
(Approved R1-10 PCD) (Ranch or Farm Residence, Approved Single-Family
Residence District, Planned Community District) and S-1 (Approved R1-8 PCD)
(Ranch or Farm Residence, Approved Single-Family Residence District, Planned
Community District).
The properties to the north, across Estrella Road, and east across 51st Avenue
are large-lot single-family houses located within Maricopa County zoned RU-43
(One Acre Per Dwelling Unit).
To the east, across the 47th Avenue alignment, are large-lot single-family houses
zoned RE-35 (Single-Family Residence District).
Page 738
Staff Report: Z-53-22-8
February 12, 2024
The property to the west is vacant land, zoned S-1 (Approved R1-8 PCD) (Ranch
or Farm Residence, Approved Single-Family Residence District, Planned
Community District) and the Loop 202 Freeway. Across the Loop 202 Freeway, is
vacant land within the Gila River Indian Reservation.
Finally, southeast of the subject site is the South Mountain Park and Preserve
zoned S-1 (Ranch or Farm Residence).
Existing Zoning Aerial Map
Source: Planning and Development Department
GENERAL PLAN LAND USE MAP DESIGNATION
3. The north portion of the subject site, north of the Estrella Drive alignment is
designated Residential 2 to 3.5 dwelling units per acre, Residential 3.5 to 5
dwelling units per acre, Residential 5 to 10 dwelling units per acre, Residential
15+ dwelling units per acre, Public / Quasi-Public, and Commercial. The west
portion of the subject site, across 51st Avenue and south of Estrella Drive, is
designated Residential 1 to 2 dwelling units per acre, Residential 5 to 10 dwelling
units per acre, Residential 15+ dwelling units per acre, and Commercial. Finally,
the southeastern portion of the site, south of Estrella Drive and east of 51st
Avenue is designated Residential 1 to 2 dwelling units per acre, Residential 3.5 to
5 dwelling units per acre, Residential 5 to 10 dwelling units per acre. The south
portion, designated Residential 3.5 to 5 dwelling units per acre includes an “R”
which depicts a general location of resort/s.
Page 739
Staff Report: Z-53-22-8
February 12, 2024
North of the subject site, west of 51st Avenue is designated Residential 2 to 3.5
dwelling units per acre. East of 51st Avenue, north of the subject site is
designated Residential 0 to 1 dwelling units per acre. South of the subject site is
designated Parks / Open Space-Public and Residential 0 to 1 dwelling units per
acre. To the east, the designation is Residential 0 to 1 dwelling units per acre.
Finally, west of the subject site is designated Residential 3.5 to 5 dwelling units
per acre, Residential 15+ dwelling units per acre, and Commercial.
A concurrent minor General Plan Land Use Map amendment case, GPA-LV-3-22-
8, is proposed to change the land use map designations to Commercial /
Commerce/Business Park, Commercial / Commerce/Business Park / Residential
10 to 15 dwelling units per acre / Residential 15+ dwelling units per acre,
Commercial / Residential 10 to 15 dwelling units per acre / Residential 15+
dwelling units per acre, and Residential 10 to 15 dwelling units per acre /
Residential 15+ dwelling units per acre. The requested PUD zoning is consistent
with the proposed General Plan Land Use Map designations.
General Plan Land Use Map
Source: City of Phoenix Planning and Development Department
PROPOSAL
4. The proposal was developed utilizing the PUD zoning district. The Planned Unit
Development (PUD) is intended to create a built environment that is superior to
that produced by conventional zoning districts and design guidelines. Using a
collaborative and comprehensive approach, an applicant authors and proposes
standards and guidelines that are tailored to the context of a site on a case by
case basis. Where the PUD Development Narrative is silent on a requirement, the
applicable Zoning Ordinance provisions will be applied.
5. Below is a summary of the proposed standards for the subject site as described
in the attached PUD Development Narrative date stamped January 16, 2024. The
proposed standards were designed to allow commercial, resort, multifamily
residential, and automotive sale uses that offer the flexibility to develop uses that
would generate employment and housing within the Laveen Village.
Conceptual Development Plan and Permitted Uses
The PUD proposes a regulatory framework structured around the creation of
splitting the subject site into 12 development units in three distinct character
Page 740
Staff Report: Z-53-22-8
February 12, 2024
areas. Development Units 1 and 5, located on the northwest portion of the site,
adjacent to 51st Avenue, are within the District Character Area. Development Unit
1 allows for multifamily residential, and office uses. Development Unit 5 allows for
multifamily residential, and C-2 commercial uses including office, and automotive
service station and gas stations. The character area has a 50-foot landscape
buffer and a height stepback located along the north and east boundary of the
area to further buffer any uses from the single-family residential uses to the north
and east. The District Character Area proposes diverse building styles that
incorporate modern rural architecture including gable rooflines, masonry, stone,
exposed columns, and deep overhangs. The character area will act as a buffer
from the existing residential uses and the proposed uses in the Hub Character
Area and the Loop 202 Freeway.
The majority of the site, Development Units 2, 3, 4A, 4B, 6 and 7 are within the
Hub Character Area. This character area is located primarily along the Loop 202
Freeway and a portion of it is located north of Estrella Drive and east of 51st
Avenue. Development Units 2, 3, and 4A allow C-2 commercial uses, automobile
dealership, offices uses, motor vehicle services, trailer and camper sales, off-
premise signage, and other uses related to automobile dealerships. Development
Unit 6 and 7 will allow for C-2 commercial uses, office, automobile service
stations and multifamily residential uses. Development Unit 4B will allow for C-2
commercial uses, multifamily residential, offices, select commerce park uses and
an automobile dealership and related uses. The Hub Character Area is intended
specifically for an EV-focused auto campus and/or medical campus with
additional commercial uses. Character design guidelines include larger landscape
setbacks and screening to mitigate the impact to surrounding residents.
Architectural features in this area include patina-finish copper, metal roofing,
wooden frames, and accent material that limits glare to adjacent uses. This
character area focuses on employment opportunities adjacent to the Loop 202
Freeway.
Finally, the Foothills Character Area is made up of Developments Units 8, 9A, 9B,
and 10 and is located primarily east of Gila Foothills Parkway and adjacent to
South Mountain Park and Preserve. Development Unit 9A, 9B, and 10, are
directly adjacent to South Mountain Park and will allow multifamily residential,
limited commercial uses including offices, restaurants, bars, and resort uses.
Development Unit 8 will allow for multifamily residential uses and offices and will
have an open space area located between Estrella Drive and Gila Foothills
Parkway. The proposed multifamily residential uses will act as a buffer between
the existing large lot single-family houses east of 47th Avenue and the
commercial uses permitted west of Gila Foothills Parkway.
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Development Units
Source: Gila Foothills PUD Narrative
Recommended updates to the PUD Narrative:
• Staff recommends Stipulation No. 1.b. to clarify how temporary uses will be
addressed in the proposed PUD.
• Stipulation No. 1.c. will require an appendix to address the maximum
square footage allowed for land uses referenced in the Street Master Plan.
Any modifications to this appendix will require a minor amendment to the
PUD.
• Stipulation No. 1.d will include a minimum number of inpatient beds for
hospitals.
• Stipulation No. 1.e establishes a time condition within Development Units
9A, 9B, and 10 before multifamily units can be developed.
• Stipulation No. 1.f clarifies alcohol sales as an accessory use.
Development Standards
The PUD development narrative proposes a unique set of development standards
for Development Units 1 through 10. However, unless modified by the PUD
Narrative, the development shall meet C-2 development standards. A summary of
the standards is provided below (*indicates provisions that include staff
recommended updates that are further explained in the staff report):
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Development Unit 1 Unit 2 Unit 3
Standard
Maximum 40 dwelling units Residential Residential
Density/Units per acre uses are uses are
prohibited* prohibited
Minimum Building Setbacks
North 50 feet 5 feet (adjacent 25 feet (Estrella
to property Drive)
line), 15 feet
(adjacent to
interior street)
South 5 feet (adjacent 25 feet 15 feet (Loop
to property line), (Estrella Drive) 202 Freeway)
15 feet (adjacent
to interior street)
East 50 feet (51st 5 feet (adjacent 25 feet (51st
Avenue), 25 feet to property Avenue)
(55th Avenue) line), 15 feet
(adjacent to
interior street)
West 5 feet (adjacent 15 feet (Loop 15 feet (Loop
to property line), 202 Freeway) 202 Freeway)
15 feet (adjacent
to interior street)
Not adjacent to a 5 feet 5 feet 5 feet
street
Adjacent to an interior 15 feet 15 feet 15 feet
street
Minimum Landscape Setbacks
North Average 15 feet, 0 feet, 10 feet Average 15
minimum 5 feet adjacent to feet, minimum 0
residential feet (Estrella
(adjacent to Drive)
property line);
Average 15
feet, minimum
0 feet (adjacent
to interior
street)
South 0 feet (adjacent Average 15 Average 10
to property line); feet, minimum feet, minimum 0
Average 15 feet, 0 feet (Estrella feet (Loop 202
minimum 5 feet Drive) Freeway)
(adjacent to
interior street)
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Development Unit 1 Unit 2 Unit 3
Standard (Continued) (Continued) (Continued)
East Average 15 feet, 0 feet, 10 feet Average 15
minimum 5 feet adjacent to feet, minimum 0
(51st Avenue); residential feet (51st
Average 15 feet, (adjacent to Avenue)
minimum 5 feet property line),
(55th Avenue) Average 15
feet, minimum
0 feet (adjacent
to interior
street)
West 0 feet (adjacent Average 10 Average 10
to property line), feet, minimum feet, minimum 0
C-2 standards 0 feet (Loop feet (Loop 202
(adjacent to 202 Freeway) Freeway)
street)
Not adjacent to a 0 feet 0 feet; 10 feet 0 feet
street adjacent to
residential
Adjacent to an interior Average 15 feet, Average 15 Average 15
street minimum 5 feet feet, minimum feet, minimum 0
0 feet feet
Landscape Buffer 50 feet (North N/A N/A
and 51st
Avenue)
Maximum Building 40 feet; 56 feet, up to 56 feet
Height North: 20-foot 150 feet for a
maximum within hospital
100 feet of the
property line, 30-
foot maximum
within 150 feet of
the property line;
East (51st
Avenue): 30-foot
maximum within
100 feet of the
property line
Maximum Lot 50% (per C-2 50% (per C-2 50% (per C-2
Coverage standards) standards) standards)
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Development Unit 1 Unit 2 Unit 3
Standard (Continued) (Continued) (Continued)
Minimum Open Residential uses N/A N/A
Space greater or equal
to 14.0 dwelling
units per acre:
5% of the net
area.
Residential uses
less than 14.0
dwelling units
per acre: 15% of
the net area.
Development Unit 4A Unit 4B Unit 5
Standard
Maximum Residential uses 40 dwelling 40 to 60
Density/Units are prohibited units per acre dwelling units
per acre
Minimum Building Setbacks
North 5 feet (adjacent 5 feet (adjacent 5 feet (adjacent
to property line), to property to property line),
15 feet (adjacent line), 15 feet 15 feet
to interior street) (adjacent to (adjacent to
interior street) interior street)
South 5 feet (adjacent 5 feet (adjacent 25 feet (Estrella
to property line), to property Drive)
15 feet (adjacent line), 15 feet
to interior street) (adjacent to
interior street)
East 5 feet (adjacent 25 feet (Gila 50 feet (51st
to property line), Foothills Avenue)
15 feet (adjacent Parkway)
to interior street)
West 25 feet (51st 5 feet (adjacent 5 feet (adjacent
Avenue) to property to property line),
15 feet (Loop line), 15 feet 15 feet
202 Freeway) (adjacent to (adjacent to
interior street) interior street)
Not adjacent to a 5 feet 5 feet 5 feet
street
Adjacent to an interior 15 feet 15 feet 15 feet
street
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Development Unit 4A Unit 4B Unit 5
Standard (Continued) (Continued) (Continued)
Minimum Landscape Setbacks
North 0 feet, 10 feet 0 feet, 10 feet 0 feet, 10 feet
adjacent to adjacent to adjacent to
residential residential residential
(adjacent to (adjacent to (adjacent to
property line); property line); property line);
Average 15 feet, Average 15 Average 15
minimum 0 feet feet, minimum feet, minimum 5
(adjacent to 0 feet (adjacent feet (adjacent to
interior street) to interior interior street)
street)
South Average 10 feet, 0 feet, 10 feet Average 15
minimum 0 feet adjacent to feet, minimum 5
(Loop 202 residential feet (Estrella
Freeway) (adjacent to Drive)
property line);
Average 15
feet, minimum
0 feet (adjacent
to interior
street)
East 0 feet, 10 feet Average 15 Average 15
adjacent to feet, minimum feet, minimum 5
residential 0 feet (Gila feet (51st
(adjacent to Foothills Avenue)
property line); Parkway)
Average 15 feet,
minimum 0 feet
(adjacent to
interior street)
West Average 15 feet, 0 feet, 10 feet 0 feet, 10 feet
minimum 0 feet adjacent to adjacent to
(51st Avenue) residential residential
(adjacent to (adjacent to
property line); property line);
Average 15 Average 15
feet, minimum feet, minimum 5
0 feet (adjacent feet (adjacent to
to interior interior street)
street)
Not adjacent to a 0 feet; 10 feet 0 feet; 10 feet 0 feet; 10 feet
street adjacent to adjacent to adjacent to
residential residential residential
Page 746
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Development Unit 4A Unit 4B Unit 5
Standard (Continued) (Continued) (Continued)
Adjacent to an interior Average 15 feet, Average 15 Average 15
street minimum 0 feet feet, minimum feet, minimum 5
0 feet feet
Landscape Buffer N/A N/A 50 feet (51st
Avenue)
Maximum Building 56 feet 56 feet 56 feet;
Height East (51st
Avenue): 30-
foot maximum
within 100 feet
of the property
line, 48-feet
within 150 feet
of the property
line
Maximum Lot 50% (per C-2 50% (per C-2 50% (per C-2
Coverage standards) standards) standards)
Minimum Open N/A Residential Residential
Space uses greater or uses greater or
equal to 14.0 equal to 14.0
dwelling units dwelling units
per acre: 5% of per acre: 5% of
the net area. the net area.
Residential Residential
uses less than uses less than
14.0 dwelling 14.0 dwelling
units per acre: units per acre:
15% of the net 15% of the net
area. area.
Development Unit 6 Unit 7 Unit 8
Standard
Maximum 40 dwelling units 40 dwelling 25 dwelling
Density/Units per acre units per acre units per acre
Minimum Building Setbacks
North 15 feet (Gila 15 feet (Gila 50 feet (Estrella
Foothills Foothills Drive)
Parkway) Parkway)
South 5 feet (adjacent 5 feet (adjacent 5 feet (adjacent
to property line), to property to property line),
15 feet (adjacent line), 15 feet 15 feet
to interior street) (adjacent to (adjacent to
interior street) interior street)
Page 747
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Development Unit 6 Unit 7 Unit 8
Standard (Continued) (Continued) (Continued)
East 5 feet (adjacent 15 feet (Gila 50 feet (47th
to property line), Foothills Avenue)
15 feet (adjacent Parkway)
to interior street)
West 25 feet (51st 5 feet (adjacent 15 feet (Gila
Avenue) to property Foothills
line), 15 feet Parkway)
(adjacent to
interior street)
Not adjacent to a 5 feet 5 feet 5 feet
street
Adjacent to an interior 15 feet 15 feet 15 feet
street
Minimum Landscape Setbacks
North Average 15 feet, Average 15 Average 15
minimum 0 feet feet, minimum feet, minimum 5
(Gila Foothills 0 feet (Gila feet
Parkway) Foothills
Parkway)
South 0 feet, 10 feet 0 feet, 10 feet 0 feet, 10 feet
adjacent to adjacent to adjacent to
residential residential residential
(adjacent to (adjacent to (adjacent to
property line); property line); property line);
Average 15 feet, Average 15 Average 15
minimum 0 feet feet, minimum feet, minimum 5
(adjacent to 0 feet (adjacent feet (adjacent to
interior street) to interior interior street)
street)
East 0 feet, 10 feet Average 15 Average 15
adjacent to feet, minimum feet, minimum 5
residential 0 feet (Gila feet (47th
(adjacent to Foothills Avenue)
property line); Parkway)
Average 15 feet,
minimum 0 feet
(adjacent to
interior street)
Page 748
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Development Unit 6 Unit 7 Unit 8
Standard (Continued) (Continued) (Continued)
West Average 15 feet, 0 feet, 10 feet Average 15
minimum 0 feet adjacent to feet, minimum 5
(51st Avenue) residential feet (Gila
(adjacent to Foothills
property line); Parkway)
Average 15
feet, minimum
0 feet (adjacent
to interior
street)
Not adjacent to a 0 feet; 10 feet 0 feet; 10 feet 0 feet; 10 feet
street adjacent to adjacent to adjacent to
residential residential residential
Adjacent to an interior Average 15 feet, Average 15 Average 15
street minimum 0 feet feet, minimum feet, minimum 5
0 feet feet
Landscape Buffer N/A N/A 50 feet (Estrella
Drive and 47th
Avenue)
Maximum Building 56 feet; 40 feet 30 feet;
Height 51st Avenue: 40- North (Estrella
foot maximum Drive) and East
within 50 feet of (47th Avenue):
the property line* 20-foot
maximum within
150 feet of the
property line
Maximum Lot 50% (per C-2 50% (per C-2 50% (per C-2
Coverage standards) standards) standards)
Minimum Open Residential uses Residential Residential
Space greater or equal uses greater or uses greater or
to 14.0 dwelling equal to 14.0 equal to 14.0
units per acre: dwelling units dwelling units
5% of the net per acre: 5% of per acre: 5% of
area. the net area. the net area.
Residential uses Residential Residential
less than 14.0 uses less than uses less than
dwelling units 14.0 dwelling 14.0 dwelling
per acre: 15% of units per acre: units per acre:
the net area. 15% of the net 15% of the net
area. area.
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Development Unit 9A Unit 9B Unit 10
Standard
Maximum 40 dwelling units 40 dwelling 40 dwelling
Density/Units per acre units per acre units per acre
Minimum Building Setbacks
North 5 feet (adjacent 5 feet (adjacent 5 feet (adjacent
to property line), to property to property line),
15 feet (adjacent line), 15 feet 15 feet
to interior street) (adjacent to (adjacent to
interior street) interior street)
South Subject to the Subject to the Subject to the
South Mountain South South Mountain
Perimeter Zone Mountain Perimeter Zone
standards in the Perimeter Zone standards in the
Design standards in Design
Guidelines* the Design Guidelines*
Guidelines*
East N/A* 5 feet (adjacent 15 feet (Gila
to property Foothills
line), 15 feet Parkway)
(adjacent to
interior street)
West 5 feet (adjacent 15 feet (Gila 15 feet (Loop
to property line), Foothills 202 Freeway)
15 feet (adjacent Parkway)
to interior street)
Not adjacent to a 5 feet 5 feet 5 feet
street
Adjacent to an interior 15 feet 15 feet 15 feet
street
Minimum Landscape Setbacks
North 0 feet, 10 feet 0 feet, 10 feet 0 feet, 10 feet
adjacent to adjacent to adjacent to
residential residential residential
(adjacent to (adjacent to (adjacent to
property line); property line); property line);
Average 15 feet, Average 15 Average 15
minimum 5 feet feet, minimum feet, minimum 5
(adjacent to 5 feet (adjacent feet (adjacent to
interior street) to interior interior street
street)
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Development Unit 9A Unit 9B Unit 10
Standard (Continued) (Continued) (Continued)
South 0 feet and 0 feet and 0 feet and
subject to the subject to the subject to the
South Mountain South South Mountain
Perimeter Zone Mountain Perimeter Zone
standards in the Perimeter Zone standards in the
Design standards in Design
Guidelines the Design Guidelines
Guidelines
East Average 15 feet, 0 feet, 10 feet Average 15
minimum 5 feet adjacent to feet, minimum 5
(47th Avenue) residential feet (Gila
(adjacent to Foothills
property line); Parkway)
Average 15
feet, minimum
5 feet (adjacent
to interior
street)
West 0 feet, 10 feet Average 15 Average 10
adjacent to feet, minimum feet, minimum 5
residential 5 feet (Gila feet (Loop 202
(adjacent to Foothills Freeway)
property line); Parkway)
Average 15 feet,
minimum 5 feet
(adjacent to
interior street)
Not adjacent to a 0 feet; 10 feet 0 feet; 10 feet 0 feet; 10 feet
street adjacent to adjacent to adjacent to
residential residential residential
Adjacent to an interior Average 15 feet, Average 15 Average 15
street minimum 5 feet feet, minimum feet, minimum 5
5 feet feet
Landscape Buffer N/A* N/A* N/A*
Maximum Building 40 feet; East 40 feet; 56 feet;
Height (47th Avenue): South: 30-foot South: 30-foot
20-foot maximum maximum maximum within
within 150 feet of within 50 feet 50 feet of
the property line; of property line property line
South: 30-foot
maximum within
50 feet of
property line
Page 751
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Development Unit 9A Unit 9B Unit 10
Standard (Continued) (Continued) (Continued)
Maximum Lot 50% (per C-2 50% (per C-2 50% (per C-2
Coverage standards) standards) standards)
Minimum Open Residential uses Residential Residential
Space greater or equal uses greater or uses greater or
to 14.0 dwelling equal to 14.0 equal to 14.0
units per acre: dwelling units dwelling units
5% of the net per acre: 5% of per acre: 5% of
area. the net area. the net area.
Residential uses Residential Residential
less than 14.0 uses less than uses less than
dwelling units 14.0 dwelling 14.0 dwelling
per acre: 15% of units per acre: units per acre:
the net area. 15% of the net 15% of the net
area. area.
Several of the PUD standards exceed the Zoning Ordinance standards, such as
height limits, building setbacks, and landscape buffers. The proposed PUD allows
for a maximum number of 1,700 residential units. However, if a hospital is
developed in Development Unit 2, then an additional 500 units will be all allowed,
totaling 2,200.
Recommended Updates to the PUD Narrative:
• Staff recommends adding Stipulation No. 1.j to add a row at the end the
building setbacks table to require a 25-foot setback for Development Unit
9A, 9B, and 10. This will add an additional buffer adjacent to South
Mountain Park.
• Stipulation No. 1.k will adjust the 50-foot landscape buffer to apply to
Development Unit 9A, rather than 9B since it is not adjacent to 47th
Avenue.
• Stipulation No. 1.l will require an additional 25-foot landscape buffer for
Development Unit 9A, 9B, and 10 where adjacent to South Mountain Park.
• Stipulation No. 1.m will adjust the building step back provision for
Development Unit 6. The additional step back should apply to Gila
Foothills Parkway to provide an additional height transition from the north,
rather than along 51st Avenue.
• Stipulation No. 1.n updates a footnote to address building heights just
north of South Mountain.
• Stipulation No. 1.o adds a footnote to Development Unit 2 to address
residential density.
• Stipulation No. 1.p deletes a provision for maximum units since the density
standards and footnotes already address the maximum number of units.
• Stipulation No. 1.q and 1.r. clarifies the footnote related to automobile
dealerships and EV chargers.
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• Stipulation Nos. 1.s and 1.t adds a footnote to require additional review
and approval if multifamily is proposed in Development Unit 2 and 5 above
the maximum 1,700 and for multifamily in Development Units 9A, 9B, and
10.
Landscape Standards
The PUD narrative proposes numerous landscaping enhancements that include
landscaping buffers, shading along most public sidewalks, shade pockets, and
enhanced planting standards that exceed the Zoning Ordinance. The PUD
proposes substantial landscape buffers along 51st Avenue, Estrella Drive, and
47th Avenue. The landscaping will provide for a pedestrian-friendly environment
with 75 percent shade on several public sidewalks and include a provision for
shade pockets, exceeding the minimum requirements of the Zoning Ordinance.
Furthermore, all landscape setbacks and buffers will have larger caliper trees
including two-inch, three-inch, and four-inch.
The proposal includes landscaping buffers and landscaping setbacks.
Landscaping buffers are located around the perimeter of the subject site when
adjacent to existing large lot rural residential homes. Landscape setbacks
required per each development unit can be located within the landscape buffer.
The difference between the landscape buffer and the landscape setback is that
the area in the landscape buffer (excluding landscape setback area) can be
included towards open space calculations. Structural buildings and parking
structures are not allowed within the landscape buffer or the landscape setback.
Staff recommends the following modifications to the PUD Narrative that include
updating shading requirements, exhibits, and landscaping improvements in
Maricopa County right-of-way.
Recommended updates to the PUD Narrative:
• Stipulation No. 1.u and 1.v will update the table titles to reflect planting
types, and planting and shade standards when adjacent to a right-of-way.
• Stipulation No. 1.w requires that all sidewalks be shaded to less than 50
percent in the Hub Character Area.
• Stipulation No. 1.x and 1.y provides flexibility for shade where automobile
dealerships are proposed and ensures enhanced shade where an
automobile dealership is not proposed.
• Stipulation No. 1.z clarifies that all landscape in median islands must be
maintained privately and identified on the master street plan and
associated plats.
• Stipulation No. 1.aa clarifies that any street improvements located within
Maricopa County are subject to review and approval of the County.
Parking Standards
The PUD proposes to comply with the Zoning Ordinance minimum parking
standards per Section 702.
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The PUD also requires bicycle parking to be provided per Section 1307.H of the
feet floor area shall provide one bicycle space per 25 vehicle spaces with a
maximum of 25 spaces. The PUD Narrative also includes a requirement for EV
parking for each new auto dealership that would require Level 2 and Level 3
charging stations. Staff recommends Stipulation Nos. 1.q and 1.r to further clarify
the EV standards within the PUD including the number of chargers and the type
of automobile.
Design Guidelines
The Development Narrative includes design standards for each character area.
Building facades facing public streets within the Foothills Character Area shall
have a minimum of three elements that accomplish modern Sonoran architecture.
Some of the elements include exposed wood, pitched roofs, rustic column, and
deep overhangs. The District Character Area shall incorporate modern rural
architecture with a minimum of three elements including brick, galvanized metal,
horizontal or vertical siding, and deep eaves. Finally, the Hub Character Area
proposes commercial and employment buildings that would serve the EV-focused
auto campus by providing modern architecture. The Hub Character Area will
include material such as metal panels, stucco, stainless steel ornament, and
stone.
The design guidelines section also includes requirements for walls/fences,
landscaping, and site design. All three character areas will contain a minimum of
one public art project that will reflect the Laveen Village.
Recommended updates to the PUD Narrative:
• Stipulation No. 1.ee will remove a building height provision from the
landscape design guidelines section.
• Stipulation No .1.ff removes a section on vehicular access restrictions to
avoid conflicts with City standards and/or processes.
• Stipulation No. 1.gg and 1.hh will update exhibits to reflect the updated
shade pocket shading standards.
Fences/Walls
The Hub Character Area will provide walls to screen any auto centric uses from
residential development. Viewing fencing or solid walls will be limited to eight feet
in height. The EV-focused auto campus will not be required to screen any
vehicles on display for sale.
Fences and walls in the District Character Area are required to contribute to the
surrounding Laveen character. Fences shall contain changes in material, colors,
and textures. Furthermore, low walls or visibility walls can be provided to identify
a transition from private to public spaces. The District Character Area will include
a maximum wall height of six feet.
The PUD Narrative requires the use of thematic walls within the Foothills
Caracter Area. This will require opaque material that include stone, brick, and
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stucco mixed with viewing fencing such as split rail styling fencing. The maximum
height allowed is six feet and ten feet adjacent to the Loop 202 Freeway. The
fence requirements are comparable to the Zoning Ordinance standards with
some minor enhancements.
Shade
The Development Narrative includes a range from 0 to 75 percent shade cover be
provided over public sidewalks, depending on the area. The required shade
standards along many of the public sidewalks exceed the Zoning Ordinance
requirements.
Shade pockets are also proposed in specific areas where the sidewalk shade
requirement is reduced. This is addressed in the Design Guidelines section.
Staff recommends updates to shade provisions in the PUD Narrative to increase
shade along public streets and provide clarification. These updates are
addressed in the Landscape Standards and Design Guidelines section of this
report (Stipulation Nos. 1.w, 1.x, 1.y, 1.gg, and 1.hh).
Signage
This section of the PUD Narrative includes provisions for on-premise signage,
gateway signage, and off-premise signage.
The PUD Narrative includes an allowance for off-premise signs in conformance
with Section 705 and 705.2 of the Phoenix Zoning Ordinance. Section 705.2
permits for installation of off-premise signs along the State Route (Loop) 202 Ed
Pastor Freeway between Interstate 10 and up to 2,000 feet from the boundary of
the South Mountain Preserve.
The Zoning Ordinance only permits off-premise signs to be on property zoned A-1
Light Industrial, A-2 Industrial District, or PUD. The subject site meets the
locational criterial and if approved, the PUD would be permitted to have off-
premise signs per Section 705 and 705.2 of the Zoning Ordinance. Stipulation
No. 1.bb would require signage design to be presented for review and comment
to the Laveen Village Planning Committee as requested by the applicant.
Sustainability
The Development Narrative proposes several options to incorporate sustainability
principals. Below is a highlight of some of the options:
• EV charging stations
• Smart irrigation controllers to reduce water waste
• Energy efficient lighting and building materials
• Solar panels
• Drought management commitments
Staff recommend adding a provision for recycling as an option in the
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Sustainability Section. This is addressed in Stipulation No. 1.cc.
Other Recommended PUD Updates
• Stipulation No. 1.ii to update all exhibits within the PUD to include the 55th
Avenue connection to Estrella Drive.
• Stipulation No. 1.jj to require legal descriptions for all development units to
be added to the PUD Narrative.
AREA PLANS, OVERLAY DISTRICT, AND INITIATIVES
6. Laveen Southwest Growth
Study
The site is located within the
boundaries of the Laveen
Southwest Growth Study, which
was developed in 1997 to
analyze the existing conditions of
the Laveen Village and provide a
land use and design planning
framework to help shale the
growth that Laveen was starting
to experience, while accounting
for newly annexed farmland as
well as the future development of
the South Mountain Freeway
Loop, which has since been
completed. This plan designates
the project site as Residential 0
to 1 dwelling units per acre,
Parks/Open Space, and
Conservation Community.
Although not consistent with the
designation, recent land use
trends in the area, including the
development of the Loop 202
Freeway, point to a land use mix
that is primarily employment, Laveen Southwest Growth Study Land Use Map
commercial and housing Source: Planning and Development Department
focused. This development would
be consistent with this trend.
The Laveen Southwest Growth Study also outlines specific design policies and
standards for various types of development that will enhance Laveen’s built
environment while remaining respectful of its agricultural heritage. The study
encourages all new development to use durable, high quality building materials
and to provide enhanced building design that will contribute to the character of
the area. The proposed Development Narrative will require a variety of building
materials on future buildings with a focus on maintaining the character of the
area.
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7. Housing Phoenix Plan
In June 2020, the Phoenix City Council approved the Housing Phoenix Plan. This
Plan contains policy initiatives for the development and preservation of housing
with vision of creating a stronger and more vibrant Phoenix through increased
housing options for residents at all income levels and family sizes. Phoenix’s
rapid population growth and housing underproduction has led to a need for over
163,000 new housing units. Current shortages of housing supply relative to
demand are a primary reason why housing costs are increasing.
The proposed development supports the Plan’s goal of preserving or creating
50,000 housing units by 2030 by contributing to a variety housing types that will
address the supply shortage at a more rapid pace while using underutilized land
in a more sustainable fashion.
8. Complete Streets Guiding Principles
In 2014, the Phoenix City Council adopted the Complete Streets Guiding
Principles. The principles are intended to promote improvements that provide an
accessible, safe, and connected transportation system to include all modes, such
as bicycles, pedestrians, transit, and vehicles. The PUD proposed several
provisions that are consistent with Complete Streets Guiding Principles including
detached sidewalks along street frontages to promote a safe pedestrian
atmosphere. Additionally, a Complete Streets sections is included in the narrative
which includes an extensive bicycle network within the PUD, street design to
allow for multi-modal mobility, design techniques to reduce direct sunlight
exposure to pedestrians and cyclists and promoting consolidated driveways to
minimize modal conflicts.
Staff recommends the following modifications to the PUD Narrative to clarify
roadway circulation, trails, and improvements in right-of-way. These are
addressed in Stipulation Nos. 1.g, 1.h, 1.i, 1.dd and 1.ff.
9. Transportation Electrification Action Plan
In June 2022, the Phoenix City Council approved the Transportation
Electrification Action Plan. The current market desire for the electrification of
transportation is both a national and global phenomenon, fueled by a desire for
better air quality, a reduction in carbon emissions, and a reduction in vehicle
operating and maintenance costs. Businesses, governments and the public are
signaling strong future demand for electric vehicles (EVs), and many automobile
manufacturers have declared plans for a transition to fully electric offerings within
the coming decade. This Plan contains policy initiatives to prepare the City for a
future filled with more EVs, charging infrastructure and e-mobility equity, and
outlines a roadmap for a five-step plan to prepare for the EV infrastructure needs
of 280,000 EVs in Phoenix by 2030. One goal of the Plan to accelerate public
adoption of electric vehicles through workplace, business, and multifamily
charging infrastructure recommends a standard stipulation for rezoning cases to
provide EV charging infrastructure. The PUD proposes an auto campus with a
focus on electric vehicles. The proposal will also require numerous Level 2 and
Level 3 charging stations.
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10. Comprehensive Bicycle Master Plan
The City of Phoenix adopted the Comprehensive Bicycle Master Plan in 2014 to
guide the development of its bikeway system and supportive infrastructure. The
Comprehensive Bicycle Master Plan supports options for both short- and long-
term bicycle parking as a means of promoting bicyclist traffic to a variety of
Destinations. The Development Narrative includes bicycle parking provisions in
all development units.
11. Tree and Shade Master Plan
The Tree and Shade Master Plan has a goal of treating the urban forest as
infrastructure to ensure that trees are an integral part of the city’s planning and
development process. In addition, a vision in the master plan is to raise
awareness by leading by example. The Development Narrative requires a range
of shade on all adjacent public sidewalks, in addition to larger tree sizes. These
standards both exceed and do not meet the minimum Zoning Ordinance
requirements. However, overall there are many enhancements that will promote a
comfortable pedestrian experience.
12. Monarch Butterfly
In April 2021, Mayor Kate Gallego signed the National Wildlife Federation's
Mayor's Monarch Pledge. This pledge commits the city to take action to support
the monarch butterfly population. In the United States, loss of milkweed habitat is
a major factor in the decline of the monarchs. Arizona has at least 29 species of
milkweed native to the state. Adult monarchs feed on the nectar of many flowers,
but they breed only where milkweeds are found. To support the monarch butterfly
population, the PUD narrative addresses the planting of milkweed shrubs, or
other native nectar plant species, on the subject site.
13. Zero Waste PHX
The City of Phoenix is committed to its waste diversion efforts and has set a goal
to become a zero-waste city, as part of the City’s overall 2050 Environmental
Sustainability Goals. One of the ways Phoenix can achieve this is to improve and
expand its recycling and other waste diversion programs. Section 716 of the
Phoenix Zoning Ordinance establishes standards to encourage the provision of
recycling containers for multifamily, commercial, and mixed-use developments
meeting certain criteria. The PUD narrative does not address trash and recycling
receptacles on site.
Staff recommends adding a provision for recycling as an option in the
Sustainability section. This is addressed in Stipulation No. 1.cc.
COMMUNITY INPUT SUMMARY
14. As of the writing of this report, staff has received one letter of support and 31
letters of opposition to this rezoning application. The stated concerns include loss
of scenic views, traffic congestion, light pollution, high-density housing, crime,
increased property taxes, height, allowed commercial uses, and proposed off-
premise signage. Staff has also received an opposition petition with 152
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Staff Report: Z-53-22-8
February 12, 2024
signatures.
INTERDEPARTMENTAL COMMENTS
15. The Street Transportation Department has requested stipulations to address the
following:
• A Traffic Impact Analysis shall be submitted and to update the existing
Tierra Montana Master Street Plans (Stipulation No. 4).
• Update to the existing Tierra Montana Master Street Plan (Stipulation No.
5).
• The developers shall design and install traffic signals and roundabouts as
approved by the TIA and Master Street Plan (Stipulation No. 6).
• The developer shall construct and dedicate any street improvements as
approved by the TIA and Master Street Plan (Stipulation No. 7).
• Access control shall be provided at locations in accordance with City
Design Standards and/or as approved per the Master Street Plan
(Stipulation No. 8).
• Right-of-way dedications and construction (Stipulation Nos. 9 through 12).
• Any modifications to the median landscaping shall be privately maintained
and identified on the Master Street Plan and associated plats (Stipulation
No. 13).
• Dedication of easements and construction of multi-use trails (Stipulation
Nos. 14 through 17).
• All existing electrical utilities located within the public right-of-way shall be
ungrounded (Stipulation No. 20).
• Existing irrigation facilities shall be undergrounded and relocated outside of
the City right-of-way (Stipulation No. 21).
• All streets shall be constructed with all required elements and to ADA
requirements (Stipulation No. 22).
• Updates to the PUD Narrative, as previously addressed in this staff report.
16. The Parks and Recreation Department has reviewed the proposed development
and has recognized the value of a trailhead along the South Mountain Park and
Preserve. However, they have indicated that unless operational funding is
secured, the Department is unable to commit to the proposed improvements.
Staff recommends Stipulation No. 18 which would require the dedication of land
for a trailhead located at the end of Gila Foothills Parkway adjacent to the South
Mountain. Additionally, Stipulation No. 19 is recommended to require that the
developer enter into a development agreement regarding the trailhead.
OTHER
17. Stipulation No. 2 requires additional residential units granted with the construction
of a hospital to be reviewed and approved through the PHO hearing process
including review by the Laveen Village Planning Committee.
18. Stipulation No. 3 will require a Master Density Tracking Matric on all site plan
submittals to track the number of units in the PUD area.
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Staff Report: Z-53-22-8
February 12, 2024
19. The site is located in a larger area identified as being archaeologically sensitive. If
further review by the City of Phoenix Archaeology Office determines the site and
immediate area to be archaeologically sensitive, and if no previous archaeological
projects have been conducted within this project area, it is recommended that
archaeological Phase I data testing of this area be conducted. Phase II
archaeological data recovery excavations may be necessary based upon the
results of the testing. A qualified archaeologist must make this determination in
consultation with the City of Phoenix Archaeologist. In the event archaeological
materials are encountered during construction, all ground disturbing activities
must cease within a 33-foot radius of the discovery and the City of Phoenix
Archaeology Office must be notified immediately and allowed time to properly
assess the materials. This is addressed in Stipulations No. 23 through 25.
20. Staff has not received a completed form for the Waiver of Claims for Diminution in
Value of Property under Proposition 207 (A.R.S. 12-1131 et seq.), as required by
the rezoning application process. Therefore, a stipulation has been added to
require the form be completed and submitted prior to final site plan approval. This
is addressed in Stipulation No. 26.
21. Development and use of the site is subject to all applicable codes and
ordinances. Zoning approval does not negate other ordinance requirements such
as obtaining a use permit to conduct the proposed outdoor use in this zoning
district. Other formal actions such as, but not limited to, zoning adjustments and
abandonments, may be required.
Findings
1. The proposal is compatible with the existing land use pattern, contains landscape
and height buffers adjacent to existing single-family residential houses in the area
and is consistent with the proposed General Plan Land Use Map designations.
2. The proposal contains enhanced standards that will result in a more walkable,
shaded and pedestrian-friendly environment. The proposal will provide increased
shade which will help to reduce the urban heat island effect.
3. The proposal will provide additional employment options, commercial services,
and housing opportunities within the Loop 202 Freeway corridor and the Laveen
village.
Stipulations
1. An updated Development Narrative for the Gila Foothills PUD reflecting the
changes approved through this request shall be submitted to the Planning
Department within 30 days of City Council approval of this request. The updated
Development Narrative shall be consistent with Development Narrative date
stamped February 1, 2024, as modified by the following stipulations.
a. Front Cover, add “City Council adopted: [Insert Adoption date]”
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Staff Report: Z-53-22-8
February 12, 2024
b. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted Land
Uses: Add a paragraph under the heading as follows:
All temporary uses shall comply with Section 708 of the Phoenix Zoning
Ordinance.
c Page 16, Section 3.2 Land Uses Per Development Unit, Permitted Land
Uses: Add a paragraph under the heading as follows:
The permitted land uses depicted below are restricted to the maximum
square footage of the land use assumptions established in Appendix A2.
Land Use Assumptions for Street Master Plan. Each developer shall be
required to provide an updated land use matrix illustrating maximum land
use square footages in compliance with Appendix A2. Land Use
Assumptions for Street Master Plan. Amendments to increase these
established land use assumptions may be administered through a PUD
Minor Amendment and shall require an updated Traffic Impact Analysis
incorporating the increased assumptions.
d. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted Land
Uses, Development Units 2, 3, 4A: Add the following bullet point:
• Hospitals
o Minimum 100 inpatient beds required.
e. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted Land
Uses, Development Units 9A, 9B, and 10: Add a sub-bullet point under
“Multifamily” as follows:
Only permitted if building permits for a resort have not been issued within
three years of the dedication of Gila Foothills Parkway and no sooner than
five years after the adoption of the PUD.
f. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted Land
Uses, Development Unit 9B: Modify the third bullet point to “Alcohol sales
as an accessory use.”
g. Page 25, Section 3.3 Roadway Circulation, 51st Avenue: Remove all
reference to “half-street improvements” and modify to “full limits” of 51st
Avenue.
h. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual Trail
Plan: Modify to show the MUT on the south and west sides of Gila
Foothills Parkway.
i. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual Trail
Plan: Remove “or Planned” from the legend heading.
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Staff Report: Z-53-22-8
February 12, 2024
j. Page 39, Section 4. Development Standards, Development Standards
Table 1: Building Setbacks: Add a row to the end of the table for the
Property Line shared with South Mountain Park; and require a 25-foot
setback for Development Units 9A, 9B, and 10.
k. Page 41, Section 4. Development Standards, Development Standards
Table 3: Landscape Buffers, 47th Avenue: Switch the provisions for
Development Units 9A and 9B.
l. Page 41, Section 4. Development Standards, Development Standards
Table 3: Landscape Buffers: Add a row to the end of the table for the
Property Line shared with South Mountain Park, and require a 25-foot
buffer for Development Units 9A, 9B, and 10. Also add a footnote to see
the South Mountain Perimeter Zone provisions on pages 64 and 95.
m. Page 42, Section 4. Development Standards, Development Standards
Table 5: Building Step Backs, Gila Foothills Parkway and 51st Ave: Switch
the provisions for Development Unit 6.
n. Page 42, Section 4. Development Standards, Development Standards
Table 5: Building Step Backs: Add the following to the end of Footnote (3):
An additional foot of height will be allowed for every two additional feet of
setback.
o. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Maximum Residential Density: Add Footnote (2)
to Development Unit 2.
p. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous: Delete the row for Maximum Number of Units.
q. Page 43, Section 4. Development Standards, Miscellaneous Table,
Parking Standards, first bullet: Add “model” to the end.
r. Page 43, Section 4. Development Standards, Miscellaneous Table,
Parking Standards, fourth bullet: Remove “not to exceed 10 chargers.”
s. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Footnotes: Modify the end of Footnote (1) to add
the following:
Additional review and approval is required for the additional 500 units per
Z-53-22-8 stipulation.
t. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Footnotes, add Footnote (6) that states the
following and apply it to Development Units 9A, 9B, and 10:
Page 762
Staff Report: Z-53-22-8
February 12, 2024
Additional review and approval is required for any multifamily
development that is not associated with a resort per Z-53-22-8 stipulation.
u. Page 45, Section 4. Development Standards, Landscape Standards,
Landscape Standards Table 1: Landscape Setbacks: Update title to
Landscape Standards Table 1: Landscape Plant Types.
v. Page 46, Section 4. Development Standards, Landscape Standards,
Landscape Standards Table 2: Enhanced Streetscape R.O.W Planting:
Modify the title to “Landscape Standards Table 2: Enhanced Streetscape
R.O.W. Planting and Public Shade Standards”.
w. Page 46, Section 4. Development Standards, Landscape Standards Table
2: Enhanced Streetscape R.O.W Planting: Revise sidewalk shading to
show all sidewalk shading in the Hub Character Area to no less than 50%.
x. Page 46, Section 4. Development Standards, Landscape Standards Table
2: Enhanced Streetscape R.O.W Planting, Notes, fifth bullet (Shade
Pockets): Add the following as a sub-bullet point:
o All public sidewalks adjacent to Automobile Dealership, Automobile
Retail Sales, and Automobile Rental: A minimum 25% shade is
required along sidewalk areas located between shade pockets.
Overall shade coverage shall equal a total of 50% inclusive of
shade pockets and the intermittent areas between shade pockets.
All other uses within the HUB character area shall require a
minimum 75% shade of public sidewalks.
y. Page 46, Section 4. Development Standards, Landscape Standards Table
2: Enhanced Streetscape R.O.W Planting: Add a note as follows:
Upon redevelopment of a site formerly used for Automobile Dealership,
Automobile Retail Sales, or Automobile Rental into Non-Automobile
Dealership, Automobile Retail Sales, or Automobile Rental, right-of-way
landscaping and shade requirements shall meet the 75% shade standard.
z. Page 46-47, Section 4. Development Standards, Landscape Standards
Table 2: Enhanced Streetscape R.O.W Planting: Add a footnote to apply
to all provisions for medians as follows:
All modified median landscaping deviating from City of Phoenix standard
landscape requirements shall be privately maintained and identified on the
approved master street plan and associated plats.
aa. Page 47, Section 4. Development Standards, Landscape Standards Table
2: Enhanced Streetscape R.O.W Planting: Add a footnote to apply to
Development Units 3, 6, and 4A as follows:
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Staff Report: Z-53-22-8
February 12, 2024
51st Avenue is located within Maricopa County jurisdiction. Any street
improvements or landscaping on 51st Avenue are subject to the review
and approval of Maricopa County.
bb. Page 50, Section 5. Signage, Off Premise Signage: Update the end of the
second bullet point as follows:
…design to be presented for review and comment to the Laveen Village
Planning Committee.
cc. Page 52, Section 6. Sustainability: Add a provision for recycling as the last
bullet point.
dd. Page 57, Section 7. Complete Streets, Design for Safety: Remove the
second and third paragraphs.
ee. Page 95, Foothills Character Area, 2.3 Landscaping, j. Perimeter
Treatments, South Mountain Perimeter Treatment: Delete the last
paragraph.
ff. Page 103, The District Character Area, 3.1 Site and Building Design, 2.
Circulation: Remove Section 2.b.
gg. Page 142, The Hub Character Area, 2. Circulation, C. Street Design and
Landscape Character, Shade Pockets: Update Exhibit H9 to reflect the
minimum 25% shade along sidewalk areas between shade pockets and
overall shade coverage to total 50% and all uses within the HUB to a
minimum 75% shade as required by Stipulation No. 1.y.
hh. Page 143, The Hub Character Area, 2. Circulation, C. Street Design and
Landscape Character, Shade Pockets, Conceptual Shade Pocket Detail
A, B1, and B2: Update Detail A, B1, and B2 to reflect the required shading
requirements per Stipulation No. 1.y.
ii. Update all exhibits to include the 55th Avenue connection from the
existing northern stub to Estrella Avenue.
jj. Submit legal descriptions for all development units as an appendix to the
PUD narrative.
2. Where additional review and approval is required in the PUD narrative related to
the additional 500 residential dwelling units granted with the construction of a
hospital and any multifamily development in Development Units 9A, 9B, and 10,
that is not associated with a resort, conceptual site plans, elevations, and
landscape plans shall be reviewed and approved by the Planning Hearing Officer
through the public hearing process, including review by Laveen Village Planning
Committee prior to preliminary site plan approval. This is a legislative review for
Page 764
Staff Report: Z-53-22-8
February 12, 2024
conceptual purposes only. Specific development standards and requirements will
be determined by the Planning Hearing Officer and the Planning and
Development Department.
3. A Master Density Tracking Matrix shall be provided and updated on all site plan
submittals to track the number of units within the PUD area.
4. The applicant shall submit a Traffic Impact Analysis (TIA) to the City for this
development and update the existing Tierra Montana Master Street Plans
associated with the Segment Two development area. The TIA shall be submitted
to ADOT and MCDOT for interagency review. No preliminary approval of plans
shall be granted until the study is reviewed and approved by the City.
5. The developer shall update the existing Tierra Montana Master Street Plan for
inclusion of Segment Two network. Phasing sheet to be updated to include
roadway networks to be completed by Segment Two development within existing
Segment One as per the required updated Traffic Impact Analysis. Roadways
located within Segment two that are not under the jurisdiction of the City of
Phoenix shall require review and approval with the corresponding jurisdiction.
6. The developer shall design and install, at their expense, traffic signals and or
roundabouts at locations approved by the TIA and updated Master Street Plan.
The developer shall be responsible for the construction and/or escrow
contribution, as approved by the TIA and Master Street Plans. Stipulation subject
to change based on TIA comments for signal location evaluation and funding
responsibility.
7. The developer shall dedicate and construct roadway, paving, curb, gutter,
detached sidewalk, traffic signal infrastructure, and other necessary incidentals
for all arterial and collector roadways as per the approved TIA and Master Street
Plan.
8. The developer shall provide access control at locations in accordance with the
City’s Design Standards Manual and/or as approved per the Master Street Plan.
9. The full limits of 51st Avenue shall be dedicated and constructed north of Estrella
Drive to Carver Road, per the cross-section approved in the master street plan.
10. The full limits of 51st Avenue shall be dedicated and constructed south of
Estrella Drive, as approved by Maricopa County. Should 51st Avenue be
annexed into the City of Phoenix, right-of-way dedications and improvements
shall be required to meet City of Phoenix standards.
11. Right-of-way shall be dedicated and constructed for the west side of 47th
Avenue, as required by the approved master street plans.
12. A minimum 60-feet of right-of-way shall be dedicated and constructed for the full
limits of 55th Avenue.
Page 765
Staff Report: Z-53-22-8
February 12, 2024
13. All modified median landscaping deviating from City of Phoenix standard
landscape requirements shall be privately maintained and identified on the
approved master street plan and associated plats.
14. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on
the east side of 51st Avenue, south of Estrella Drive. Construction of the multi-
use trail shall be to City standards.
15. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on
the north side of Estrella Drive. Construction of the multi-use trail shall be to City
standards.
16. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on
the south and west sides of Gila Foothills Parkway, as depicted on Exhibit 11 –
Conceptual Trail Plan. Construction of the multi-use trail shall be to City
standards.
17. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on
the north side of 55th Avenue, connecting to 51st Avenue. Construction of the
multi-use trail shall be to City standards.
18. The developer shall convey land, if necessary, located at the end of Gila
Foothills Parkway as a trailhead to South Mountain Preserve, as modified and
approved by the Parks and Recreation Department and Planning and
Development Department. The final acreage and configuration of the property to
be conveyed, along with timing of the conveyance, shall be mutually agreed
upon by the developer, the Parks and Recreation Department, and Planning and
Development Department.
19. The developer shall enter into a development agreement with the City regarding
the location and construction of a parking lot for the trailhead at the end of Gila
Foothills Parkway, as approved or modified by the Parks and Recreation
Department and Planning and Development Department.
20. The developer shall underground existing electrical utilities within the public right-
of-way that are impacted or require relocation, excluding 69kv or larger, as part
of this project. The developer shall coordinate with the affected utility companies
for their review and permitting.
21. Existing irrigation facilities along all public streets are to be undergrounded and
relocated outside of City right-of-way. Contact SRP to identify existing land rights
and establish the appropriate process to relocate the facility. Relocations that
require additional dedications or land transfer require completion prior to
obtaining plat and/or civil plan review approval, or as approved by the Planning
and Development Department.
22. The developer shall construct all streets within and adjacent to the development
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Staff Report: Z-53-22-8
February 12, 2024
with paving, curb, gutter, sidewalk, curb ramps, streetlights, median islands,
landscaping and other incidentals, as per plans approved by the Planning and
Development Department. All improvements shall comply with all ADA
accessibility standards.
23. If determined necessary by the Phoenix Archaeology Office, the applicant shall
conduct Phase I data testing and submit an archaeological survey report of the
development area for review and approval by the City Archaeologist prior to
clearing and grubbing, landscape salvage, and/or grading approval.
24. If Phase I data testing is required, and if, upon review of the results from the
Phase I data testing, the City Archaeologist, in consultation with a qualified
archaeologist, determines such data recovery excavations are necessary, the
applicant shall conduct Phase II archaeological data recovery excavations.
25. In the event archaeological materials are encountered during construction, the
developer shall immediately cease all ground-disturbing activities within a 33-foot
radius of the discovery, notify the City Archaeologist, and allow time for the
Archaeology Office to properly assess the materials.
26. Prior to final site plan approval, the landowner shall execute a Proposition 207
waiver of claims form. The waiver shall be recorded with the Maricopa County
Recorder's Office and delivered to the City to be included in the rezoning
application file for record.
Writer
Nayeli Sanchez Luna
February 12, 2024
Team Leader
Racelle Escolar
Exhibits
Sketch Map
Aerial Map
Gila Foothills PUD Narrative date stamped February 1, 2024
Correspondence (59 pages)
Page 767
R1-6 PCD *
R1-6 *
Z-109-05 S-1
AVE
MARICOPA R1-18 *
R1-10 PCD * ROUNDHOUSE RD Z-97-05
S-1 R1-18 *
53RD
R-2 PCD *
PUD * Z-109-05 ANX 312 Z-97-05
Z-124-06
LN
Z-109-05 ANX 347
56TH
ANX 312
Z-170-04 TOP HAND TRL COUNTY
Z-72-22 Z-112-05 S-1 *
CARVER RD Z-110-06
SWEET PEA TER S-1 * S-1
52ND LN 51ST DR 51ST AVE
S-1
ANX 388
ANX 366
R1-8 PCD * Z-63-07
NGE D
R R1-10 PCD * Z-110-06
Z-109-05 LA GRA Z-109-05
ANX 312
Z-170-04
MARICOPA
R-2 PCD *
Z-109-05 R1-8 PCD * COUNTY
w
v202 Z-109-05 R1-8 PCD *
Z-109-05
R-3 PCD *
GILA Z-109-05
S-1 PCD *
45TH AVE
Z-109-05
S-1 *
ANX 388
R-3A PCD *
Z-109-05 R-2 PCD * Z-63-07
Z-109-05 ESTRELLA DR
R1-18 PCD *
Z-109-05 R1-18 PCD *
Z-109-05
RIVER R-2 PCD *
Z-109-05
RE-35
C-2 PCD *
45TH DR
Z-109-05 R-2 PCD * KERESAN ST
Z-109-05
INDIAN
S-1 RH/R1-10
ANX 312 PCD *
Z-170-04 Z-109-05
RESERVATION
S-1
ANX 311
Z-169-04
RE-35 HP
Y
ST
DU
LN
I
BROADWAY RD
Z-53-22
SOUTHERN AVE
Miles BASELINE RD
0.2 0.1 0 0.2
LAVEEN VILLAGE 75TH AVE
DOBBINS RD
67TH AVE
ELLIOT RD
CITY COUNCIL DISTRICT: 8
59TH AVE
ESTRELLA DR
51ST AVE
27TH AVE
43RD AVE 35TH AVE
APPLICANT'S NAME: REQUESTED CHANGE:
RVi Planning and Landscape Architecture S-1 ( 2.17 a.c.)
FROM:
S-1 (Approved C-2 PCD) ( 27.20 a.c.)
S-1 (Approved R-2 PCD) ( 40.77 a.c.)
APPLICATION NO. DATE:
10/27/2022 S-1 (Approved R-3 PCD) ( 3.84 a.c.)
Z-53-22 REVISION DATES:
S-1 (Approved R-3A PCD) ( 5.04 a.c.)
1/24/2024 S-1 (Approved R1-10 PCD) ( 9.58 a.c.)
GROSS AREA INCLUDING 1/2 STREET S-1 (Approved R1-18 PCD) ( 76.33 a.c.)
AND ALLEY DEDICATION IS APPROX. S-1 (Approved R1-8 PCD) ( 50.30 a.c.)
AERIAL PHOTO & ZONING MAP
QUARTER SEC. NO. S-1 (Approved RH/R1-10 PCD) ( 73.40 a.c.)
288.63 Acres QS 06-16, QS 07-17, B-5, B-6 TO: PUD ( 288.63 a.c.)
QS 07-16, QS 08-17
MULTIPLES PERMITTED CONVENTIONAL OPTION * UNITS P.R.D. OPTION
S-1, S-1 (Approved C-2 PCD), S-1 (Approved R-2 PCD), S-1 (Approved R-3 PCD), 2, 27 (394), 40 (407), 3 (55), N/A, N/A (473), N/A (489), N/A (67),
S-1 (Approved R-3A PCD), S-1 (Approved R1-10 PCD), S-1 (Approved R1-18 PCD), 5 (111), 9 (33), 76 (149), N/A (133), N/A (43), N/A (178),
S-1 (Approved R1-8 PCD), S-1 (Approved RH/R1-10 PCD) 50 (216), 73 (1468/257) N/A (276), N/A (N/A/330)
PUD 2200 N/A
* Maximum Units Allowed with P.R.D. Bonus
Page 768
Document Path: S:\Department Share\Information Systems\PL GIS\IS_Team\Core_Functions\Zoning\sketch_maps\2022\Z-53-22.mxd
R1-6 PCD *
R1-6 *
Z-109-05 S-1
AVE
MARICOPA R1-18 *
R1-10 PCD * ROUNDHOUSE RD Z-97-05
S-1 R1-18 *
53RD
R-2 PCD *
PUD * Z-109-05 ANX 312 Z-97-05
Z-124-06
LN
Z-109-05 ANX 347
56TH
ANX 312
Z-170-04 TOP HAND TRL COUNTY
Z-72-22 Z-112-05 S-1 *
CARVER RD Z-110-06
SWEET PEA TER S-1 * S-1
52ND LN 51ST DR 51ST AVE
S-1
ANX 388
ANX 366
R1-8 PCD * Z-63-07
NGE D
R R1-10 PCD * Z-110-06
Z-109-05 LA GRA Z-109-05
ANX 312
Z-170-04
MARICOPA
R-2 PCD *
Z-109-05 R1-8 PCD * COUNTY
w
v202 Z-109-05 R1-8 PCD *
Z-109-05
R-3 PCD *
GILA Z-109-05
S-1 PCD *
45TH AVE
Z-109-05
S-1 *
ANX 388
R-3A PCD *
Z-109-05 R-2 PCD * Z-63-07
Z-109-05 ESTRELLA DR
R1-18 PCD *
Z-109-05 R1-18 PCD *
Z-109-05
RIVER R-2 PCD *
Z-109-05
RE-35
C-2 PCD *
45TH DR
Z-109-05 R-2 PCD * KERESAN ST
Z-109-05
INDIAN
S-1 RH/R1-10
ANX 312 PCD *
Z-170-04 Z-109-05
RESERVATION
S-1
ANX 311
Z-169-04
RE-35 HP
Y
ST
DU
LN
I
BROADWAY RD
Z-53-22
SOUTHERN AVE
Miles BASELINE RD
0.2 0.1 0 0.2
LAVEEN VILLAGE 75TH AVE
DOBBINS RD
67TH AVE
ELLIOT RD
CITY COUNCIL DISTRICT: 8
59TH AVE
ESTRELLA DR
51ST AVE
27TH AVE
43RD AVE 35TH AVE
APPLICANT'S NAME: REQUESTED CHANGE:
RVi Planning and Landscape Architecture S-1 ( 2.17 a.c.)
FROM:
S-1 (Approved C-2 PCD) ( 27.20 a.c.)
S-1 (Approved R-2 PCD) ( 40.77 a.c.)
APPLICATION NO. DATE:
10/27/2022 S-1 (Approved R-3 PCD) ( 3.84 a.c.)
Z-53-22 REVISION DATES:
S-1 (Approved R-3A PCD) ( 5.04 a.c.)
1/24/2024 S-1 (Approved R1-10 PCD) ( 9.58 a.c.)
GROSS AREA INCLUDING 1/2 STREET S-1 (Approved R1-18 PCD) ( 76.33 a.c.)
AND ALLEY DEDICATION IS APPROX. S-1 (Approved R1-8 PCD) ( 50.30 a.c.)
AERIAL PHOTO & ZONING MAP
QUARTER SEC. NO. S-1 (Approved RH/R1-10 PCD) ( 73.40 a.c.)
288.63 Acres QS 06-16, QS 07-17, B-5, B-6 TO: PUD ( 288.63 a.c.)
QS 07-16, QS 08-17
MULTIPLES PERMITTED CONVENTIONAL OPTION * UNITS P.R.D. OPTION
S-1, S-1 (Approved C-2 PCD), S-1 (Approved R-2 PCD), S-1 (Approved R-3 PCD), 2, 27 (394), 40 (407), 3 (55), N/A, N/A (473), N/A (489), N/A (67),
S-1 (Approved R-3A PCD), S-1 (Approved R1-10 PCD), S-1 (Approved R1-18 PCD), 5 (111), 9 (33), 76 (149), N/A (133), N/A (43), N/A (178),
S-1 (Approved R1-8 PCD), S-1 (Approved RH/R1-10 PCD) 50 (216), 73 (1468/257) N/A (276), N/A (N/A/330)
PUD 2200 N/A
* Maximum Units Allowed with P.R.D. Bonus
Page 769
Document Path: S:\Department Share\Information Systems\PL GIS\IS_Team\Core_Functions\Zoning\sketch_maps\2022\Z-53-22.mxd
Nayeli Sanchez Luna
Subject: FW: OPPOSED NEIGHBOR COMMENT AND FEEDBACK - Z-53-22- 1st Submittal Gila Foothills PUD
Applicant's Narrative, 8 Laveen Southeast corner of 55th Avenue and Carver Road
From: Wayne Harrison
Sent: Friday, October 28, 2022 8:14 PM
To: Nayeli Sanchez Luna
Cc: Erin Harrison
wr@berryriddell.com; jamie@lokahigroup.com; mupton@enterprisecapitalllc.com; weslinesdevco@gmail.com;
reid@butlerhousing.com; Steve Bowser
Range Planning
Subject: OPPOSED NEIGHBOR COMMENT AND FEEDBACK ‐ Z‐53‐22‐ 1st Submittal Gila Foothills PUD Applicant's
Narrative, 8 Laveen Southeast corner of 55th Avenue and Carver Road
Thank you for your response, Nayeli.
I would like to be added to the mailing list for communications related to this case. I am copying the applicant's project
team on this email so they will have my comments and feedback so they can rethink and redesign the proposal with
community stakeholder involvement. I ask you to please include my comments in your official public comment
record for this case.
My family and I live in the Tierra Montana neighborhood very close to the proposed rezoning for development and am
very concerned about this first application for proposed rezoning and I strongly oppose this first application in its current
form.
I attended the neighborhood Zoom meeting and presentation by the project proponent/applicant last night (Oct 27,
5:30‐6:30PM) and there were about 40‐50 concerned neighbors who gave comments about their specific concerns.
I noticed that unfortunately there was no staff from the City in attendance to hear us voice our concerns and comments.
I reviewed both the applicant website [gilafoothillspud.com] information and the PROJECT NARRATIVE 1ST SUBMITTAL:
JUNE 29TH, 2022.
My concerns and feedback follow.
Concerns
There are an abundance of valid concerns the neighborhood shares about this first application proposal.
In short, the rezoning densities and proposed allowable uses do NOT fit the rural character of the area and needs a
complete redesign.
We are very concerned about the many potentially significant negative impacts this project will have on our lives and
neighborhood.
I hope you will get to hear and address our concerns in a future forum early in the review process so this first application
does not advance too far before it gets a complete overhaul to mitigate all the neighborhood concerns.
No real amenities that serve the community and its families (we need to think way beyond the trailhead idea)
Light pollution
Noise Pollution
Undesirable Visual Impacts ‐ obstruction of the mountain views of both South Mountain and the Sierra Estrellas
(Komatke). We moved here to enjoy the unobstructed mountain views.
Density too high for the area
Commercial too close to homes and the school children
Traffic Impacts
Increased Crime Impacts
Page 770
Undesirable and out of character for the area:
o AutoMall (light, noise, traffic) Our community doesn't want it, doesn't need it. It's not an amenity that
benefits us‐‐it's a significant negative impact. We don't care about the 10‐mile radius showing a 'need'
for a car dealership. That's not our problem.
o Truck Stop (light, noise, traffic) Our community doesn't want it, doesn't need it. It's not an amenity that
benefits us‐‐it's a significant negative impact. Why would we need or want a Truck Stop with trucks
running engines day and night?
o Resort (light, noise, traffic, viewshed of South Mountain Hillside areas)
o Large, high digital LED billboards signs (Light Pollution obstructing our views of the Estrellas, and the
dark night sky)
Requests:
Only allow restricted land uses that serve the actual stated needs and desires of the local affected village
community members, not minority outside commercial interests.
NO LED billboard signs
NO automall
NO truck stop or gas stations
NO high buildings higher than surrounding homes.
Light restrictions
Noise restrictions
NO resort (what resident or resort goer wants to look down on a automall and truck stop?!).
NO hillside development on South Mountain
NO TimeShare Resorts
Community desired amenities only ‐ involve community input, have an in person listening session to hear what
the community wants and needs to shape the design plan.
Pedestrian connectivity: Connectivity of trails from Tierra Montana to the south mountain network is not
proposed or well defined. I would like to see full connections from Tierra Montana greenways and paths and
trails to the south mountain trail network.
Please help make it possible for this to be a walking village from the residential to the commercial area so we
can choose to walk to the grocery store, brewery, cafe, coffee shop, store or restaurant.
Create open space and recreational Buffers and greenbelts around the existing Tierra Montana homes to
separate and offset the commercial areas
The roads here are bad as it is without adding traffic loads. 51st and Estrella is a bad intersection, and the roads
are in poor condition with alligator cracks and potholes.
The interchange at 202 and Estrella was not designed to handle the high traffic impacts proposed in this first
application, especially the high volume of tractor trailers at a Truck Stop.
Why not ask the community what commercial uses we want? We were not consulted and the applicant did a
poor job in due diligence in this aspect of community input.
Why wasnt a police station, city park, openspace, multipurpose trails, or a grocery store proposed in the use
alternatives? Ask the community what they actually want!
Alternatives Analysis: what range of other alternatives plans and uses have been considered? We should be able
to select from several alternatives to find the best one for the community.
Consultation with tribal councils and land acknowledgments for affected tribes, whose traditional lands these
are, whose ancestors cared for this land and cultivated it, which we enjoy today. As masters of the land, we
should respectfully seek their ancient wisdom and input as past caretakers and our current neighbors.
Require the applicant to submit Impact studies for NOISE, AIR, TRAFFIC, CRIME, VIEWSHED, CULTURAL
RESOURCES, WATER AVAILABILITY, WASTEWATER connection capacity
Recreational opportunity studies to shape alternatives
Amenities such as a Village and Neighborhood clubhouse community area with community pool and
recreational sport courts and fields, to replace some of the commercial zoned areas next to the existing tierra
montana residences. Good example of this is AVANCE [tripointehomes.com]
Perhaps a LifeTime Fitness Center and Spa with connected walking paths to access from the existing Tierra
Montana residential areas, We are far from the nearest Lifetime location. They are great facilities.
Page 771
Does the City WASTEWATER treatment plant have the capacity to handle the new increase in proposed
connections?
Can the existing sewer infrastructure handle the increased throughput in capacity required to convey the
sewage?
o As a result of poorly planned, uncontrolled growth and lack of WW treatment infrastructure, several
other areas in the Valley are experiencing a severe lack of WW treatment capacity and it results in Sewer
System Overflows (SSOs) from manholes and lift stations leading to sewage flowing in the streets.
Sewage capacity needs to be determined with input from the latest census figures on the number of people per
household (PPH). I think it's around 3.5 pph right now, and many WW treatment plants in Phoenix were built
to only handle 2.5 people per household, which leads to a lack of actual capacity and SSO problems and odors.
See what happened in the east Valley area, San Tan, Johnson Ranch, Johnson utilities [google.com] service areas
when development is too fast for WW treatment infrastructure to keep up with the increase in flows and
capacity needs of a service area‐‐DISASTER. Capacity issues are facing the Luke AFB area too near the 303.
Where will the sewage from this development go and to which receiving plant, and does that plant have enough
ADEQ‐approved actual capacity to handle full build‐out of this proposed rezoning? Check with ADEQ on capacity
issues to confirm.
Do the sewer main lines and lift stations between here and there have enough capacity to handle all the
proposed development?
Conclusion
The negatives of this proposal far outweigh the 'benefits' of this first application submittal. It is not a good fit for this
family neighborhood area.
It is sadly apparent the applicant did not conduct meaningful pre‐application due diligence to understand the
community interests, needs and desires, but was myopically focused on their own financial self‐interest.
Please imagine how angry you would feel if you finally invested a good portion your life savings for 35 years on a down
payment for $400‐500k dream home in a lovely rural village with beautiful views and dark skies and now a proposed
rezoning effort threatens to place you right next to an automall and a truck stop with all the lights and billboards
obstructing your Estrella mountain views! How discouraging and distressing that would be for you and your family. If I
wanted that I would have chosen to live along the I‐10 freeway in Avondale or Eloy. But I hate that so I didnt. I chose this
rural village for its unique character. If I want to buy an electric car someday, I will gladly drive the 15‐20 minutes to the
location of an automall somewhere like Peoria, Avondale or Tempe. We don't need or want an automall or a truck stop
or flashy billboards in our quiet community.
I ask for your empathy and human compassion as you perform your review and decision‐making. And please do
everything in your power and review authority to not let this unimaginative and insulting first application go forward as‐
is and allow it to negatively and irreparably alter the lovely rural neighborhood character of our Village. Please send it
back to the applicant for a complete and thorough redesign with real meaningful community stakeholder engagement
to incorporate community interests and amenities into its redesign. As a Village Planner you have a unique
opportunity to serve the families of Gila Foothills PUD area and truly approve something of character, beauty, and
harmony in the community that can be an excellent example of mutual success. This first application is not it. I
encourage you to use your courage to set aside any political pressure you may face to approve this quickly, and please
send this back to address our many concerns and meet the needs of the Village we love.
Thank you.
Wayne Harrison
Tierra Montana resident
5402 W Sweet Pea Terrace, Laveen, AZ 85339
480‐406‐8582
whguitar@gmail.com
Page 772
Nayeli Sanchez Luna
Subject: FW: Gila Foothills PUD Concerns
From: Kailee Oines
Sent: Wednesday, November 2, 2022 7:11 PM
To: PDD Long Range Planning
Subject: Re: Gila Foothills PUD Concerns
Here is the new proposal.
> On Nov 2, 2022, at 7:01 PM, Kailee Oines
Page 773
>
> Hello,
> My name is Kailee Oines. My husband and I are new homeowners in the Tierra Montana Community in Laveen (cross
streets Elliot and 51st).
>
> I am writing to you to express my concerns and certain disapprovals of the proposed Gila foothills PUD. My neighbors
and I have discussed this at length and we thought we would bring a couple of things to your attention. Our primary
concern with this new plan is the municipalities and their infrastructure.
>
> One of our main concerns is safety within our community. The new developments going up, currently, in Laveen are
bringing in higher dollar builds. I would assume when we start talking about resort living, resort housing, and other
general residential areas that those homes/living situations will likely be in the same boat of an increased base price to
build. Add to that the potential car dealership and all of the commercial businesses projected to come into the area, we
are creating the opportunity for the likeliness of crime to increase. The cherry on top is that the car dealerships
customers will likely be test driving in/near neighborhoods increasing the probability of an automotive accident. Do we
have the infrastructure to patrol these areas more regularly, since right now most are fields that our community
protectors don't need to keep as close of an eye on? The reason I ask is because a common discussion on our social
media groups is the crime and lack of police presence at 51st and Baseline. If we can't keep track of one major
intersection, how do we plan to maintain, protect, and prevent crime in the communities surrounding ALL of the
intersections in this proposal? Do we have the ability to promptly respond if there is a multi unit safety concern or will
we be waiting longer for safety vehicles to arrive because they were helping resolve another incident?
>
> I understand the idea behind adding car dealerships in any area. Added revenue, higher tax dollars, easy money to go
back into our community. However, I also know firsthand how negative reviews and an unsupportive community can
decrease the ability for any business to earn revenue, let alone one that relies on positive interactions and word of
mouth promotions. If people don't want a car dealership in their backyard, they will not be shopping there and they will
fight and push back along the way to make sure no one else wants to shop there as well. I am all for increased revenue
and tax dollars in our area but I think we need to approach this a little smarter. Bad reviews means bad business means
lower income means struggling businesses. We want the businesses brought to our community to succeed and
potentially find a forever home.
>
> Our final concern is one that hits home the hardest with our community. I think we can all agree we live in a beautiful
space with scenic views and a population that wants to keep everything that way. All of the signs, entrances to the
communities, and general areas of Laveen are typically well maintained and colorful. One of the reasons I moved here is
the views of the mountains. Simply breathtaking to be able to wake up to that every morning. We understand the
appeal of adding a resort ‐ it will definitely do well in our area! However, when you start building tall residential or
commercial structures we will be left like every other town where there are mountains somewhere in the distance but
we can't quite see them. I also wonder if these taller residential and commercial buildings might interfere with the
views for the proposed resort. Resort to me usually means golf course. Do you want to go golfing with businesses all
around blocking your views or do you want to feel like you are teeing off into the mountains?
>
> I have spent some time taking my discussions with my neighbors, and the discussions at the developers public hearing
I attended, and have created an alternative proposal to the one provided. We all want to see our community be better,
but we want to do that the right way. I think a compromise that allows the residents to keep their views, businesses to
be welcomed by happy customers, and the infrastructure to support change will be better for everyone.
>
> Thank you for taking the time to read this email and take into consideration my family’s concerns.
>
> ‐Kailee Oines
Page 774
Nayeli Sanchez Luna
Subject: FW: Proposed Gila Foothills PUD concerns
From: Kim Roberts
Sent: Wednesday, November 2, 2022 6:53 PM
To: PDD Long Range Planning
District 8 PCC
Subject: Proposed Gila Foothills PUD concerns
Hello,
I am writing to you to express my concerns and disapproval of the proposed Gila foothills PUD. My neighbors and I have
discussed this at length and we thought we would bring a couple of things to your attention. Our primary concern with
this new plan is the municipalities and their infrastructure. The first and forefront is the question: does Laveen have the
ability to expand their water supply and sewage to the extent needed for this project?
Along with this comes the idea of safety within our community. The new developments going up, currently, in Laveen
are bringing in some "higher dollar" builds. I would assume when we start talking about resort living, resort housing, and
other general residential areas that those homes/living situations will likely be in the same boat of an increased base
price to build. Add to that the potential car dealership and all of the commercial businesses projected to come into the
area, we are creating the opportunity for the likeliness of crime to increase. The cherry on top is that the car dealerships
customers will likely be test driving in/near neighborhoods increasing the probability of an automotive accident. Do we
have the infrastructure to patrol these areas more regularly, since right now most are fields that our community
protectors don't need to keep as close of an eye on? The reason I ask is because a common discussion on our social
media groups is the crime and lack of police presence at 51st and Baseline. If we can't keep track of one major
intersection, how do we plan to maintain, protect, and prevent crime in the communities surrounding ALL of the
intersections in this proposal? Do we have the ability to promptly respond if there is a multi unit safety concern or will
we be waiting longer for safety vehicles to arrive because they were helping resolve another incident?
I understand the idea behind adding car dealerships in any area. Added revenue, higher tax dollars, easy money to go
back into our community. However, I also know firsthand how negative reviews and an unsupportive community can
decrease the ability for any business to earn revenue, let alone one that relies on positive interactions and word of
mouth promotions. If people don't want a car dealership in their backyard, they will not be shopping there and they will
fight and push back along the way to make sure no one else wants to shop there as well. I am all for increased revenue
and tax dollars in our area but I think we need to approach this a little smarter. Bad reviews means bad business means
lower income means struggling businesses. We want the businesses brought to our community to succeed and
potentially find a forever home.
Our final concern is one that hits home the hardest with our community. I think we can all agree we live in a beautiful
space with scenic views and a population that wants to keep everything that way. All of the signs, entrances to the
communities, and general areas of Laveen are typically well maintained and colorful. One of the reasons I moved here is
the views of the mountains. Simply breathtaking to be able to wake up to that every morning. We understand the
appeal of adding a resort ‐ it will definitely do well in our area! However, when you start building tall residential or
commercial structures we will be left like every other town where there are mountains somewhere in the distance but
we can't quite see them. I also wonder if these taller residential and commercial buildings might interfere with the views
Page 775
for the proposed resort. Resort to me usually means golf course. Do you want to go golfing with businesses all around
blocking your views or do you want to feel like you are teeing off into the mountains?
I have spent some time taking my discussions with my neighbors, and the discussions at the Developers public hearing I
attended, and have created an alternative proposal to the one provided. I understand this is a very different idea than
the proposal. We all want to see our community be better, but we want to do that the right way. I think a compromise
that allows the residents to keep their views, businesses to be welcomed by happy customers, and the infrastructure to
support change will be better for everyone.
I appreciate your time in reading and considering my views.
Page 776
Nayeli Sanchez Luna
Subject: FW: Laveen Development
From: Alondra Gallegos
Sent: Friday, November 4, 2022 8:13 AM
To: Council District 7 PCC
PDD Laveen VPC
Subject: Laveen Development
Hello,
I am writing to you to express my concerns and disapproval of the proposed Gila foothills PUD. My neighbors and I have
discussed this at length and we thought we would bring a couple of things to your attention. Our primary concern with
this new plan is the municipalities and their infrastructure. The first and forefront is the question: does Laveen have the
ability to expand their water supply and sewage to the extent needed for this project?
Along with this comes the idea of safety within our community. The new developments going up, currently, in Laveen
are bringing in some "higher dollar" builds. I would assume when we start talking about resort living, resort housing,
and other general residential areas that those homes/living situations will likely be in the same boat of an increased base
price to build. Add to that the potential car dealership and all of the commercial businesses projected to come into the
area, we are creating the opportunity for the likeliness of crime to increase. The cherry on top is that the car dealerships
customers will likely be test driving in/near neighborhoods increasing the probability of an automotive accident. Do we
have the infrastructure to patrol these areas more regularly, since right now most are fields that our community
protectors don't need to keep as close of an eye on? The reason I ask is because a common discussion on our social
media groups is the crime and lack of police presence at 51st and Baseline. If we can't keep track of one major
intersection, how do we plan to maintain, protect, and prevent crime in the communities surrounding ALL of the
intersections in this proposal? Do we have the ability to promptly respond if there is a multi unit safety concern or will
we be waiting longer for safety vehicles to arrive because they were helping resolve another incident?
I understand the idea behind adding car dealerships in any area. Added revenue, higher tax dollars, easy money to go
back into our community. However, I also know firsthand how negative reviews and an unsupportive community can
decrease the ability for any business to earn revenue, let alone one that relies on positive interactions and word of
mouth promotions. If people don't want a car dealership in their backyard, they will not be shopping there and they will
fight and push back along the way to make sure no one else wants to shop there as well. I am all for increased revenue
and tax dollars in our area but I think we need to approach this a little smarter. Bad reviews means bad business means
lower income means struggling businesses. We want the businesses brought to our community to succeed and
potentially find a forever home.
Our final concern is one that hits home the hardest with our community. I think we can all agree we live in a beautiful
space with scenic views and a population that wants to keep everything that way. All of the signs, entrances to the
communities, and general areas of Laveen are typically well maintained and colorful. One of the reasons I moved here is
the views of the mountains. Simply breathtaking to be able to wake up to that every morning. We understand the
appeal of adding a resort ‐ it will definitely do well in our area! However, when you start building tall residential or
commercial structures we will be left like every other town where there are mountains somewhere in the distance but
we can't quite see them. I also wonder if these taller residential and commercial buildings might interfere with the
views for the proposed resort. Resort to me usually means golf course. Do you want to go golfing with businesses all
around blocking your views or do you want to feel like you are teeing off into the mountains?
I have spent some time taking my discussions with my neighbors, and the discussions at the Developers public hearing I
attended, and have created an alternative proposal to the one provided. I understand this is a very different idea than
Page 777
the proposal. We would like the commercial area to be C2 with restriction I.e. no truck stops, billboards, automotive
dealerships, apartments. We all want to see our community be better, but we want to do that the right way. I think a
compromise that allows the residents to keep their views, businesses to be welcomed by happy customers, and the
infrastructure to support change will be better for everyone.
I appreciate your time in reading and considering my views.
Page 778
Nayeli Sanchez Luna
Subject: FW: Gila foothills PUD
From: Carol Munge
Sent: Friday, November 4, 2022 9:29 AM
To: Council District 7 PCC
Cc: PDD Long Range Planning
Subject: Gila foothills PUD
Hello,
I am writing to you to express my concerns and disapproval of the proposed Gila foothills PUD. My neighbors and I have
discussed this at length and we thought we would bring a couple of things to your attention. Our primary concern with
this new plan is the municipalities and their infrastructure. The first and forefront is the question: does Laveen have the
ability to expand their water supply and sewage to the extent needed for this project?
Along with this comes the idea of safety within our community. The new developments going up, currently, in Laveen
are bringing in some "higher dollar" builds. I would assume when we start talking about resort living, resort housing,
and other general residential areas that those homes/living situations will likely be in the same boat of an increased base
price to build. Add to that the potential car dealership and all of the commercial businesses projected to come into the
area, we are creating the opportunity for the likeliness of crime to increase. The cherry on top is that the car dealerships
customers will likely be test driving in/near neighborhoods increasing the probability of an automotive accident. Do we
have the infrastructure to patrol these areas more regularly, since right now most are fields that our community
protectors don't need to keep as close of an eye on? The reason I ask is because a common discussion on our social
media groups is the crime and lack of police presence at 51st and Baseline. If we can't keep track of one major
intersection, how do we plan to maintain, protect, and prevent crime in the communities surrounding ALL of the
intersections in this proposal? Do we have the ability to promptly respond if there is a multi unit safety concern or will
we be waiting longer for safety vehicles to arrive because they were helping resolve another incident?
I understand the idea behind adding car dealerships in any area. Added revenue, higher tax dollars, easy money to go
back into our community. However, I also know firsthand how negative reviews and an unsupportive community can
decrease the ability for any business to earn revenue, let alone one that relies on positive interactions and word of
mouth promotions. If people don't want a car dealership in their backyard, they will not be shopping there and they will
fight and push back along the way to make sure no one else wants to shop there as well. I am all for increased revenue
and tax dollars in our area but I think we need to approach this a little smarter. Bad reviews means bad business means
lower income means struggling businesses. We want the businesses brought to our community to succeed and
potentially find a forever home.
Our final concern is one that hits home the hardest with our community. I think we can all agree we live in a beautiful
space with scenic views and a population that wants to keep everything that way. All of the signs, entrances to the
communities, and general areas of Laveen are typically well maintained and colorful. One of the reasons I moved here is
the views of the mountains. Simply breathtaking to be able to wake up to that every morning. We understand the
appeal of adding a resort ‐ it will definitely do well in our area! However, when you start building tall residential or
commercial structures we will be left like every other town where there are mountains somewhere in the distance but
we can't quite see them. I also wonder if these taller residential and commercial buildings might interfere with the
views for the proposed resort. Resort to me usually means golf course. Do you want to go golfing with businesses all
around blocking your views or do you want to feel like you are teeing off into the mountains?
I have spent some time taking my discussions with my neighbors, and the discussions at the Developers public hearing I
attended, and have created an alternative proposal to the one provided. I understand this is a very different idea than
Page 779
the proposal. We would like the commercial area to be C2 with restriction I.e. no truck stops, billboards, automotive
dealerships, apartments. We all want to see our community be better, but we want to do that the right way. I think a
compromise that allows the residents to keep their views, businesses to be welcomed by happy customers, and the
infrastructure to support change will be better for everyone.
I appreciate your time in reading and considering my views.
Regards Carol
"It always seems impossible until it's done" Nelson Mandela
Page 780
Nayeli Sanchez Luna
Subject: FW: Gila Foothills
From: Liz Hosmer
Sent: Friday, November 4, 2022 11:57 AM
To: Council District 7 PCC
Council District 8 PCC
Subject: Gila Foothills
Good Afternoon,
I am writing to you to express my concerns and disapproval of the proposed Gila foothills PUD. My neighbors and I
have discussed this at length and we thought we would bring a couple of things to your attention. Our primary
concern with this new plan is the municipalities and their infrastructure. The first and forefront is the question:
does Laveen have the ability to expand their water supply and sewage to the extent needed for this project?
Along with this comes the idea of safety within our community. The new developments going up, currently, in
Laveen are bringing in some "higher dollar" builds. I would assume when we start talking about resort living, resort
housing, and other general residential areas that those homes/living situations will likely be in the same boat of an
increased base price to build. Add to that the potential car dealership and all of the commercial businesses
projected to come into the area, we are creating the opportunity for the likeliness of crime to increase. The cherry
on top is that the car dealerships customers will likely be test driving in/near neighborhoods increasing the
probability of an automotive accident. Do we have the infrastructure to patrol these areas more regularly, since
right now most are fields that our community protectors don't need to keep as close of an eye on? The reason I ask
is because a common discussion on our social media groups is the crime and lack of police presence at 51st and
Baseline. If we can't keep track of one major intersection, how do we plan to maintain, protect, and prevent crime
in the communities surrounding ALL of the intersections in this proposal? Do we have the ability to promptly
respond if there is a multi unit safety concern or will we be waiting longer for safety vehicles to arrive because they
were helping resolve another incident?
I understand the idea behind adding car dealerships in any area. Added revenue, higher tax dollars, easy money to
go back into our community. However, I also know firsthand how negative reviews and an unsupportive
community can decrease the ability for any business to earn revenue, let alone one that relies on positive
interactions and word of mouth promotions. If people don't want a car dealership in their backyard, they will not
be shopping there and they will fight and push back along the way to make sure no one else wants to shop there as
well. I am all for increased revenue and tax dollars in our area but I think we need to approach this a little smarter.
Bad reviews means bad business means lower income means struggling businesses. We want the businesses
brought to our community to succeed and potentially find a forever home. I never would have purchased my new
build home if I was made aware of this potential future development. This will literally be in my back yard!!!
Our final concern is one that hits home the hardest with our community. I think we can all agree we live in a
beautiful space with scenic views and a population that wants to keep everything that way. All of the signs,
entrances to the communities, and general areas of Laveen are typically well maintained and colorful. One of the
reasons I moved here is the views of the mountains. Simply breathtaking to be able to wake up to that every
morning. We understand the appeal of adding a resort ‐ it will definitely do well in our area! However, when you
start building tall residential or commercial structures we will be left like every other town where there are
mountains somewhere in the distance but we can't quite see them. I also wonder if these taller residential and
commercial buildings might interfere with the views for the proposed resort. Resort to me usually means golf
Page 781
course. Do you want to go golfing with businesses all around blocking your views or do you want to feel like you are
teeing off into the mountains?
I have spent some time taking my discussions with my neighbors, and the discussions at the Developers public
hearing I attended, and have created an alternative proposal to the one provided. I understand this is a very
different idea than the proposal. We would like the commercial area to be C2 with restriction I.e. no truck stops,
billboards, automotive dealerships, apartments. We all want to see our community be better, but we want to do
that the right way. I think a compromise that allows the residents to keep their views, businesses to be welcomed
by happy customers, and the infrastructure to support change will be better for everyone.
Sincerely,
Elizabeth Hosmer
5320 W. Alta Mesa Ave
Laveen Village, AZ 85339
480‐729‐1450
Page 782
Nayeli Sanchez Luna
Subject: FW: Community Reaction to proposed Gila Foothills PUD
From: Ferdaus Hossain
Sent: Monday, November 7, 2022 8:57 PM
To: Council District 7 PCC
Subject: Community Reaction to proposed Gila Foothills PUD
Hello,
I am writing to you to express my concerns and disapproval of the proposed Gila foothills PUD. My neighbors and I
have discussed this at length and we thought we would bring a couple of things to your attention. Our primary
concern with this new plan is the municipalities and their infrastructure. The first and forefront is the question:
does Laveen have the ability to expand their water supply and sewage to the extent needed for this project?
Along with this comes the idea of safety within our community. The new developments going up, currently, in
Laveen are bringing in some "higher dollar" builds. I would assume when we start talking about resort living, resort
housing, and other general residential areas that those homes/living situations will likely be in the same boat of an
increased base price to build. Add to that the potential car dealership and all of the commercial businesses
projected to come into the area, we are creating the opportunity for the likeliness of crime to increase. The cherry
on top is that the car dealerships customers will likely be test driving in/near neighborhoods increasing the
probability of an automotive accident. Do we have the infrastructure to patrol these areas more regularly, since
right now most are fields that our community protectors don't need to keep as close of an eye on? The reason I ask
is because a common discussion on our social media groups is the crime and lack of police presence at 51st and
Baseline. If we can't keep track of one major intersection, how do we plan to maintain, protect, and prevent crime
in the communities surrounding ALL of the intersections in this proposal? Do we have the ability to promptly
respond if there is a multi unit safety concern or will we be waiting longer for safety vehicles to arrive because they
were helping resolve another incident?
I understand the idea behind adding car dealerships in any area. Added revenue, higher tax dollars, easy money to
go back into our community. However, I also know firsthand how negative reviews and an unsupportive
community can decrease the ability for any business to earn revenue, let alone one that relies on positive
interactions and word of mouth promotions. If people don't want a car dealership in their backyard, they will not
be shopping there and they will fight and push back along the way to make sure no one else wants to shop there as
well. I am all for increased revenue and tax dollars in our area but I think we need to approach this a little smarter.
Bad reviews means bad business means lower income means struggling businesses. We want the businesses
brought to our community to succeed and potentially find a forever home.
Our final concern is one that hits home the hardest with our community. I think we can all agree we live in a
beautiful space with scenic views and a population that wants to keep everything that way. All of the signs,
entrances to the communities, and general areas of Laveen are typically well maintained and colorful. One of the
reasons I moved here is the views of the mountains. Simply breathtaking to be able to wake up to that every
morning. We understand the appeal of adding a resort ‐ it will definitely do well in our area! However, when you
start building tall residential or commercial structures we will be left like every other town where there are
mountains somewhere in the distance but we can't quite see them. I also wonder if these taller residential and
commercial buildings might interfere with the views for the proposed resort. Resort to me usually means golf
course. Do you want to go golfing with businesses all around blocking your views or do you want to feel like you are
teeing off into the mountains?
I have spent some time taking my discussions with my neighbors, and the discussions at the Developers public
hearing I attended, and have created an alternative proposal to the one provided. I understand this is a very
Page 783
different idea than the proposal. We would like the commercial area to be C2 with restriction I.e. no truck stops,
billboards, automotive dealerships, apartments. We all want to see our community be better, but we want to do
that the right way. I think a compromise that allows the residents to keep their views, businesses to be welcomed
by happy customers, and the infrastructure to support change will be better for everyone.
I appreciate your time in reading and considering my views.
Sincerely,
Ferdaus Hossain
4412 W Lodge Dr, Laveen, AZ 85339
Page 784
Nayeli Sanchez Luna
Subject: FW: Refine case NO. Z53228
-----Original Message-----
From: Carlos Manzanedo
Sent: Wednesday, November 9, 2022 10:05 AM
To: PDD Long Range Planning
Subject: Refine case NO. Z53228
I write this letter to inform the city of Phoenix planning and development that i adamantly oppose having
this area rezone to commercial property. The area in question is in and near the rural historic Laveen. The
area boast one of the last remaining horse properties where you can see residents riding their horses. There
are also sheep, goats and cattle that also call this place home. My Wife and I sold our home in Scottsdale
near the historic old town. It was a difficult decision however the traffic was becoming unbearable so we
opted to move. We narrowed our choices to Queen Creek and Laveen. We choose Laveen because we
would be closer to family and because we love Phoenix, being born and raised here. It would be disastrous
if t rezoning was approved. Not only would you bring crime and heavy traffic that would make this area
unlivable. As it is we face issues with traffic off the freeway in this area to begin with. It’s important that
we protect areas such like this, it gives character to our city but it also says that we care about our
communities. Industrial projects such as this belong on our main roads. Baseline, McDowell, Indian School
etc. There are plenty of gas stations and there is a hotel at the casino that boast 500 plus rooms. Please
reject this proposal.
Respectfully,
Carlos manzanedo
Sent from my iPhone
Page 785
Nayeli Sanchez Luna
Subject: FW: Opposition Letter to Case Number GPA-LV-3-22-8 and Case Number Z-53-22-8
From: Lyn Davis
Sent: Monday, November 14, 2022 2:49 AM
To: PDD Long Range Planning
Subject: Opposition Letter to Case Number GPA‐LV‐3‐22‐8 and Case Number Z‐53‐22‐8
November 11, 2022
Item Numbers: 5 and 6
Case Numbers: GPA-LV-3-22-8 (Companion Case Z-53-22-8) and Z-53-22-8 (Companion Case
GPA-LV-3-22-8)
Applicant in Opposition
Lynn Davis
4303 W. Calle Poco, Laveen, AZ 85339
Zoning Hearing: Monday, November 14, 2022 at 6:30 PM
Dear Laveen Village Planning Committee,
We the six residents that reside at 4303 W. Calle Poco, Laveen, AZ 85339 strongly OPPOSE and
OBJECT to Item Number 5, Case Number GPA-LV-3-22-8 (Companion Case Z-53-22-8 and Item
Number 6, Case Number Z-53-22-8 (Companion Case GPA-LV-3-22-8, which is a request to amend
the General Plan Land Use Map Designation on approximately 282.36 acres located at the southeast
corner of 55th Avenue and Carver Road and a request to rezone approximately 281.49 acres located
at the southeast corner of 55th Avenue and Carver Road, because amending and rezoning this area
is in direct violation of the purpose of this District; which is designed to encourage, preserve and
protect the historical, rural, and agricultural character of the area. This proposed development would
destroy the calm and peaceful environment of this residential community of larger lots filled with
majestic trees, flowers, green grass, citrus trees, beloved pets, horses, livestock, poultry, and quiet
moonlit evenings surrounded by natural landscapes.
A truck stop, auto mall, resort, parking garage, and five obtrusive lighted, digital billboards would
overtax the infrastructure of our small, rural Laveen Village with overcrowding population, excessive
pollution from vehicle emissions and diesel from trucks, noise pollution, an increase in crime such as
robbery, theft, drugs, and prostitution, water drainage and sewage issues, an introduction to
unwelcome guests with nefarious intentions to our peaceful community, and a surge in accidents
caused by an influx of vehicles, trucks and 18 wheelers entering and exiting the roads. A proposed
development of this magnitude would usher in the ills and problems of major cities. Laveen Village
would cease to be the warm and welcoming enclave to homebuyers seeking to experience peace,
tranquility, and the wonders of nature; but instead; evolve into a major, overdeveloped metropolitan
city such as New York and Chicago.
Developing the site in this manner will adversely affect the residents; and open the floodgates to other
objectionable, commercial ventures; that will destroy this quiet, peaceful environment, and
surrounding community. Deleterious factors such as overpopulation, traffic congestion,noise and
exhaust pollution, water drainage and sewer issues, traffic accidents, elimination of natural
vegetation, and sweltering temperatures created by concrete, asphalt, glass and steel will be the
Page 786
result of this massive, proposed commercial development. The rural character of Laveen Village will
be compromised if this misaligned venture is allowed to proceed.
Item Number 5, Case Number GPA-LV-3-22-8 (Companion Case Z-53-22-8) and Item Number 6,
Case Number Z-53-22-8 (Companion Case GPA-LV-3-22-8) SHOULD NOT BE APPROVED
because this proposed development would be detrimental to the residents; and the rural and
agricultural character of the area. This ponderous commercial venture is ill-fitted for Laveen Village
and not feasible because the development does not protect or safeguard the community, the
environment, and the public.
Thank You
Page 787
Nayeli Sanchez Luna
Subject: FW: Refine case NO Z53228
-----Original Message-----
From: Cathy Manzanedo
Sent: Thursday, November 10, 2022 9:58 PM
To: PDD Long Range Planning
Subject: Refine case NO Z53228
I’m frustrated beyond words. This area was initially zoned for homes and it should stay that way. This is
the last area that homes horses and are frequently riden I’ve lived my entire life here and we don’t need
more foot traffic near million dollar properties. Look no further than 51st ave and Baseline all four corners
have homeless/ druggies begging for money. Building any commercial properties suggested by the
developer would bring this type of problems to this residential area. Say No please!
Cathy A. Manzanedo
Sent from my iPhone
Page 788
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Page 801
Nayeli Sanchez Luna
From: Carol Olson (via Google Docs)
Sent: Tuesday, February 6, 2024 2:55 PM
To: PDD Laveen VPC
Subject: Gila Foothills PUD
Follow Up Flag: Follow up
Flag Status: Flagged
CarolOlson attached a docum ent
CarolO lson (ctolson1743@ gm ail.com )has attached the follow ing
docum ent:
Untitled docum ent
Snapshot of the item below:
To Laveen VPC@phoenix.gov
Cc tom.bilsten@gmail.com
Bcc bzdel@earthlink.net
Subject Gila Foothills PUD
Our names are Curt & Carol Olson and we have lived on 5 acres at 4924 West Estrella Drive
since the spring of 1971. We feel fortunate to have experienced Laveen when it was truly a
rural, well kept secret. We always knew there would be changes as the city of Phoenix
continued to grow and extend its boundaries. We have never opposed any of the
developments that have taken place until now. We are wholeheartedly opposed to this
development for so many reasons.
We welcomed the 202 Freeway being built and knew that the parcels bordering them would
probably be developed commercially–no problem. BUT extending the commercial
development East of 51st Avenue is wrong for so many reasons. That parcel is at the base
of South Mountain and should remain as larger parcel single story dwellings, maintaining
one of the few areas in Laveen with larger homesites.
The commercial developments not adjacent to the freeway should be kept in the “core” of
Laveen between Dobbins to Southern.
Putting sculptures on the different corners of 51st Avenue while stacking buildings and
business on every piece of open ground is really no more than a tombstone marker to what
our area use to be.
Page 802
We have met with Reid Butler and Tom Bilsten and listened to their description of what the
development would be like and a real red flag for us is what they are planning to do with
Estrella Drive. Basically they are making us a county cul de sac! They propose moving the
public’s use of Estrella Drive to the south with the exit onto our portion of Estrella Drive
aimed right at our house! When we voiced our concern and suggested they move that
further towards the high power line and away from our dwelling, they led us to believe that
was a good idea, but their latest drawings show that they didn’t listen to a word we
said. This has caused us to be distrustful of this rezoning being classified as a PUD.
This parcel is the southern boundary of Laveen and should remain rural in character.
To help protect y our priv acy , Microsoft Office prev ented automatic download of this picture from the Internet.
G oogle LLC,1600 Am phitheatre Parkw ay,M ountain View ,CA 94043,USA
You have received this em ailbecause ctolson1743@ gm ail.com shared a
docum entw ith you from G oogle Docs. [google.com]
Page 803
Nayeli Sanchez Luna
Subject: FW: Stop the Gila Foothills PUD from Destroying our Neighborbood - Attend the Village Planning
Committee Meeting on Monday, February 12th at 6:30 pm
From: Maria Reagin
Sent: Wednesday, February 7, 2024 7:46 PM
Subject: Stop the Gila Foothills PUD from Destroying our Neighborbood ‐ Attend the Village Planning Committee
Meeting on Monday, February 12th at 6:30 pm
If approved as currently proposed, the Gila Foothills PUD would expand commercial zoning
from current 24 acres adjacent to Loop 202 to the entire 270+ acres encompassing all the alfalfa
fields up to 47th Avenue, and all the vacant land adjacent to Tierra Montana. 18 acres for public
use and 225 acres for single-family residential will be replaced with high-density, multifamily
rentals (up to 1,700 units) plus auto mall, 10 story hospital, business park, and/or any desired
commercial use.
Do you want all of this farmland to become one giant commercial development with auto-
mall, 10 story hospital, giant electronic billboards, business park and any other commercial
use developer desires?
Do you want up to 1,700 high-density apartments, condos, and 5 story rental units this close to
you?
If not, you must attend IN PERSON and make your voice heard, tell all your neighbors to attend
IN PERSON. There is power in numbers and the Laveen Village Planning Committee, and the
City need to know that WE CARE about this.
Commercial development in our residential neighborhood is TOTALLY INAPPROPRIATE and
MUST NOT be allowed!
HOW YOU CAN HELP & HAVE YOUR VOICE HEARD
Attend the Laveen Village Planning Committee IN PERSON and let the
Committee know know you OPPOSE this development and changes to the
General Plan For Land Use at 51st Avenue & Estella Drive.
Bring as many of your neighbors, family, and friends as you can to the
meeting.
When – Monday February 12, 2024 from 6:30 pm to 9:00 pm
Location – Laveen Elementary School District #59, Laveen Education Center,
5001 West Dobbins Road. [google.com]
Page 804
Email me at LaveenResidents@yahoo.com and I will send out updates on
future meetings and what you can do to help.
Prepare for the meeing by reading the Developer’s proposal at
phoenix.gov/pddsite/Documents/PZ/Z-53-22 Gila Foothills Narrative.pdf
Page 805
Almost everyone agrees that the City is unable to provide Laveen the resourses it currently
needs. Is is my opinion and the opinion of many of our neighbors that: (1) the propsed Gila
Foothills PUD is another devlopment that is not good for Laveen and will decrease the
quality of life in Laveen; and (2) if inappropriate land use and high density appartments
continue to be green lighted by the City, Laveen CRIME Rates will continue to clime, your
Property Taxes and Insurance Rates will continue to go up, Trafic will get worst, Schools
will become over-crowded, our Parks will continue to be trashed, and there will be more
open Drug Use in Laveen.
If this development is allowed to proceed with inappropriate land use and high density
appartments, it does not appear at this time that the City has any plans of providing Laveen
with additional Law Enforcement and other city service such as building new fire
deparments or building more parks.
HELP STOP
INAPPROPRIATE LAND USE
HIGH DENSITY APPARTMENTS
INCREASED TRAFFIC
RISING CRIME RATE
FALLING PROPERTY VALUES
INREASING INSURANCE RATES
INCREASING PROPERTY TAXES
OVER CROWDING IN SCHOOLS
Page 806
Nayeli Sanchez Luna
From: sue friddle
Sent: Wednesday, February 7, 2024 3:14 PM
To: PDD Laveen VPC; Linda Abegg
Subject: Gila Foothills PUD
Follow Up Flag: Follow up
Flag Status: Flagged
My family and I have lived in Laveen at our property on Estrella Drive for 51 years. My husband and I, and our
daughters who are also Laveen residents and whose children spend a great deal of time at our property,
oppose the rezoning request. Our most strenuous objection is to the realignment of Estrella Dr with the
County Lane connection directly in front of the Olsons' residence, as this is just East of our property. We would
prefer Estrella remain a through street. If Estrella must be realigned, we urge the realignment to be placed
under the power lines so as not to pose a hazard to the Olsons and the Eastern side of our property.
We oppose the proposed commercial development, except what has already been approved near the
freeway. We believe all development should be consistent with the character of the community and not allow
for towering apartment buildings, storage facilities, or billboards.
Sincerely,
Sue & John Friddle
602‐237‐4615
Page 807
To nayeli.sanchez.luna@phoenix.gov
Cc tom.bilsten@gmail.com
Bcc bzdel@earthlink.net
Subject Gila Foothills PUD
Our names are Curt & Carol Olson and we have lived on 5 acres at 4924 West Estrella Drive since the
spring of 1971. We f eel f ortunate to have experienced Laveen when it was truly a rural, well kept
secret. We always knew there would be changes as the city of Phoenix continued to grow and extend
its boundaries. We have never opposed any of the developments that have taken place until now. We
are wholeheartedly opposed to this development f or so many reasons.
We welcomed the 202 Freeway being built and knew that the parcels bordering them would probably
be developed commercially–no problem. BUT extending the commercial development East of 51st
Avenue is wrong f or so many reasons. That parcel is at the base of South Mountain and should
remain as larger parcel single story dwellings, maintaining one of the f ew areas in Laveen with larger
homesites.
The commercial developments not adjacent to the f reeway should be kept in the “core” of Laveen
between Dobbins to Southern.
Putting sculptures on the different corners of 51st Avenue while stacking buildings and business on
every piece of open ground is really no more than a tombstone marker to what our area use to be.
We have met with Reid Butler and Tom Bilsten and listened to their description of what the
development would be like and a real red flag for us is what they are planning to do with Estrella Drive.
Basically they are making us a county cul de sac! They propose moving the public’s use of Estrella
Drive to the south with the exit onto our portion of Estrella Drive aimed right at our house! When we
voiced our concern and suggested they move that further towards the high power line and away f rom
our dwelling, they led us to believe that was a good idea, but their latest drawings show that they didn’t
listen to a word we said. This has caused us to be distrustf ul of this rezoning being classif ied as a
PUD.
This parcel is the southern boundary of Laveen and should remain rural in character.
Page 808
Nayeli Sanchez Luna
From: Sheila Lancelotta
Sent: Thursday, February 8, 2024 6:47 PM
To: Nayeli Sanchez Luna
Cc: PDD Laveen VPC
Subject: I oppose Gila Foothills General Plan AND Zoning plan
Follow Up Flag: Follow up
Flag Status: Flagged
Reference: GPA-LV-3-22-8 (General Plan Amendment) and Z-53-22-8 (Zoning).
Please accept my opposition to BOTH the General Plan case (Agenda Item 4) and the Zoning Case
(Agenda Item 5).
I oppose Gila Foothills PUD from expanding the commercial zoning from current 24 acres adjacent to Loop 202 to
the entire 270+ acres encompassing all the alfalfa fields up to 47th Avenue, and all the vacant land adjacent to
Tierra Montana. the 18 acres for public use and 225 acres for single-family residential will be replaced with high-
density, multifamily rentals (up to 2,300 units) plus auto mall, 10 story hospital, business park, and other undesired
commercial use. THIS IS NOT WHAT WE NEED!!!!
The city of Phoenix is responsible for appropriate land use!!!!
Please:
· NO HIGH DENSITY APARTMENTS
· Please do on INCREASE THE TRAFFIC
· Please do not contribute to THE RISING CRIME RATE
· PLEAES PROTECT OUR PROPERTY VALUES
· Consider our INSURANCE RATES
· Consider our PROPERTY TAXES
· Consider the OVER CROWDING IN SCHOOLS
I am unable to make the Monday 2.12.24 meeting, but would appreciate my voice being heard.
Link to the meeting agenda is: https://www.phoenix.gov/cityclerksite/PublicMeetings/240212002.pdf
Respectfully,
Sheila Lancelotta
7045 W Beverly Rd
Laveen Az 85339
Page 809
Nayeli Sanchez Luna
Subject: FW: Opposition to GPA-LV-3-22-8 (General Plan Amendment) and Z-53-22-8 (Zoning)
From: Maria Reagin
Sent: Friday, February 9, 2024 11:48 AM
To: Nayeli Sanchez Luna
Subject: Opposition to GPA‐LV‐3‐22‐8 (General Plan Amendment) and Z‐53‐22‐8 (Zoning)
Dear Laveen Village Counsel Members,
My name is Maria Reagin and I am a resident of Laveen.
I was made aware there will be a Laveen Village Planning Committee meeting this Monday, February 12th at the Laveen
Elementary School District #59, Laveen Education Center. This meeting will be the first meeting in the City process to
vote on the Gila Foothills PUD. I regret that I am unable to attend this meeting, however it is important that my voice,
along with many others, is heard in opposition to Case numbers: GPA‐LV‐3‐22‐8 (General Plan Amendment) and Z‐53‐
22‐8 (Zoning), which I will refer to going forward as the “Gila Foothills PUD”.
Our understanding is the request, basically, is asking to expand the currently planned 24 acres Commercial Zoning to
beyond 270+ acres, to include an Auto Mall, along with a possibility of a variety of other commercial based businesses,
along with high density housing, and a 15‐story hospital.
Many of us came to Laveen to escape high density, close commercial areas, and enjoy life in a quiet and mostly remote
location. In fact, that was Laveen’s claim – [Far enough to be away in the county, but close enough to the city]. Laveen
has experienced an extraordinary amount of progress and growth over the past decade: one or two new elementary
schools were completed; many more fast‐food chains/places have opened; the new Loop 202 which serves us well to
get to the West Valley Cities; and of course, many new homes have and are replacing the many farming fields we once
had. While progress is good and existing plans may likely be executed as expected, allowing this Gila Foothills PUD
expansion as currently proposed is not a good idea.
1. Surrounding neighborhood and unique character of rural Laveen: The current Gila Foothills PUD is not
compatible with the surrounding neighborhood. The current neighborhood east of 51st Avenue mainly
consists of large single family residential lots up to 5 acres that promote the rural character of Laveen. The
neighborhood to the west, Tierra Montana, consists of single‐family residential lots. Per the existing 2015
and the draft 2025 Phoenix General Plan Land Use and Design Principles, the Character Plan contains Land
Use and Design Principles from the General Plan that each Village Planning Committee should follow as
guidance when evaluating planning related requests. For example, “Land Use: Ensure future land uses are
compatible with existing neighborhoods” and “Encourage development of taller and larger buildings in
areas of change away from single family and low‐rise, multifamily housing. What the Developer is
requesting in the Gila Foothills PUD as currently proposed is not compatible with these Land Use and Design
Principles and will fundamentally and detrimentally change the neighborhood and the character of
Laveen. The Gila Foothills PUD needs to be altered in such a way as to be compatible with the
neighborhoods on both sides of 51st Avenue and should in fact blend them together, rather than ramming a
HUGE commercial development between them.
2. Traffic Congestion: The expansion plan, in my opinion, does not take into consideration the
surrounding area. Laveen, like Phoenix, is on a grid system. Expanding commercial activities and adding high
density housing to the Gila Foothills area will result in more traffic congestion and a higher volume of
accidents. Have you been at 51st Avenue and Estrella Road or Carver Road recently? On a regular basis
(regular being defined as at least every couple days if not more) there is, inevitably, a vehicle collision. If the
Gila Foothills PUD is allowed to go forward with the current proposed density of housing and commercial
activity, then these accidents will continue in frequency and severity. The traffic mitigation and traffic lights
as currently proposed do not adequately address the increase to road use and overall congestion which
would result. If you vote to move forward with the Gila Foothills PUD, you will be risking the lives of people
in these neighborhoods!
Page 810
3. We are experiencing a large increase in crime and less‐than‐ideal activities occurring. There have been three
murders at 51st Ave and Baseline over the last 18 months. Over the last few years Laveen has experienced an
increase in open drug sales and use, home and car break‐ins, and homelessness. There is no police station in the
area, and residents (like me) also rely on City of Phoenix and MCSO to understand and work together on their
jurisdictions. Bearing this in mind I’m sure you can understand my grave concern of expanding additional
commercial footprinting – which will, in turn, increase both traffic up/down 51st Avenue, as well as pedestrian
traffic, not to mention those which would seep into existing neighborhoods (like ours) in search for, well,
anything. If this development is even remotely considered, we absolutely need a stronger increase of both
presence and visibility from City of Phoenix AND MCSO (shameless plug: Both City of Phoenix Police and MCSO
have been wonderful and pleasant to work with, and we are eternally grateful for their help and support for our
community).
4. Post Office inadequacy: With the mass‐expansion of residents here and commerce over the last ~25 years,
our local Post‐Office has not changed. I was made aware there is/was a plan to move it and expand, but really,
that should precede additional development. Based on the number of residents and the service the Post Office
provides it’s clear it’s inadequate to support the current need. I personally dread having to go to our local post
office, not because of the employees (they’ve been great!), but mostly, because of the parking lot and long
lines– I don’t see it supporting the amount of people driving through. Laveen Planning tells us to expect some
~17,000 new homes in the area.
5. Dark Skies: The dark sky‐effect is diminished for those living here. The Gila Foothills PUD as currently
proposed includes large digital billboards, multistory parking garages for the Auto mall, a large hospital
complex, and 1700‐2300 housing units. If this is allowed, we will see the dark night skies cease to exist. We look
to the north and can see the glow of Phoenix at nighttime. We look to the south and see darker skies
unencumbered from city lights – I like to think that a majority of our residents also feel the same – on keeping
our sky dark.
My hope is, at the meeting this evening, you will see our local community share their passion for Laveen and to promote
awareness to why it is critical that we do not expand the commercial plan from 24 acres to ‘more than 270 Acres’. Our
intention is definitely not to “stop progress”, but to ensure the progress that will inevitably happen, is done with a
greater and stronger scrutiny, care and consideration for the existing residents, the environment, and the many other
factors where a great deal of responsibility is not preferred, but essential and required. I ask you to please require the
Gila Foothills Development to strike a balance with Community interests for balanced development both commercial
and residential, to retain low density residential zoning which currently exists, to require any development to include
securing an agreement from Maricopa County to widen S. 51st Avenue from W. Estrella Drive North to Dobbins Road,
and to materially increase funding for City Services for Laveen residents.
Thank you for your time,
Maria Reagin
480‐544‐8550
Page 811
Nayeli Sanchez Luna
From: Roger McCully
Sent: Friday, February 9, 2024 7:02 AM
To: Nayeli Sanchez Luna
Subject: GPA-LV-3-22-8 (General Plan Amendment) and Z-53-22-8 (Zoning).
Good morning. I am writing to you because I cannot attend the PUD Development meeting.
I write to voice my opposition to the development in the Gila 51st Ave. development plan.
This new development at north and south of Estrella Drive/51st Avenue and extends from the freeway
to 47th Ave. I am against this development as it will significantly impact our large lot residential area
south of Carver Road and quite frankly the entire community of Laveen
Roger McCully
Laveen Resident
XXXX S. 53rd Drive
Sent from my iPhone
Page 812
Nayeli Sanchez Luna
Subject: FW: Request for Your Support - Please Attend the Laveen Village Planning Committee on Monday
Feb. 12 at 6:30pm
From: Dina Samora
Sent: Saturday, February 10, 2024 8:05 PM
To: Nayeli Sanchez Luna
Subject: Fw: Request for Your Support ‐ Please Attend the Laveen Village Planning Committee on Monday Feb. 12 at
6:30pm
I am not able to make the Feb 12th meeting however I want to vote against building more in Laveen.
Dina Samora
Page 813
Nayeli Sanchez Luna
Subject: FW: GPA-LV-3-22-8 (General Plan Amendment) and Z-53-22-8 (Zoning)
Attachments: zone01.rtf
Importance: High
From: ‐ Capitol Media Services
Sent: Saturday, February 10, 2024 5:55 PM
To: PDD Laveen VPC
Subject: GPA‐LV‐3‐22‐8 (General Plan Amendment) and Z‐53‐22‐8 (Zoning)
Importance: High
To members of the Laveen Village Planning Committee:
I wish to express my views on GPA‐LV‐3‐22‐8 (General Plan Amendment) and Z‐53‐22‐8 (Zoning).
I moved into Laveen and bought my house here in 1983. I never was under the illusion that the area would
remain forever rural. That became clearer as the city continued to annex property. And the construction of the
South Mountain Freeway only cemented that change.
I also am appreciative of the work planning committee members have done over the years to accommodate
growth while doing what was possible to preserve some of the history and character.
As to this particular request, I also appreciate that the developer has heard at least some of our concerns.
Gone is the plan for a truck stop. And I have been given to understand that while there are to be car lots ‐‐
which, by necessity, require 24/7 lighting ‐‐ that care will be taken to minimize light pollution and glare.
But what seems to be a big sticking point is the part of the property on the south side of Estrella Drive
between 47th Avenue and 51st Avenue.
I take the developers at their word that the high‐end resort near South Mountain Park, which would be a
benefit to the community and the city, is not likely to happen because there is no demand. But their sole
fallback position appears to be to instead permit high‐density multi‐family residential for the entire stretch
immediately west of 47th Avenue/
I have looked around Laveen as well as much of the rest of Phoenix. And I can find no other situation where
such high‐density multi‐family residential has been approved immediately adjacent to existing one‐acre home
sites ‐‐ even with the proffered 50‐foot buffer.
I have suggested during multiple neighborhood meetings with the developer's representative that there
should be a "feathering," if you will, with lower‐density single‐family homes immediately west of 47th Avenue
‐‐ ideally single‐level the closest to existing development ‐‐ phasing in to higher density single‐family, perhaps
at the WAPA high‐voltage line and the proposed Gila Foothills Parkway. His only response was "I guess we'll
have to agree to disagree," hardly a negotiating position.
Please do not use this rezoning and general plan amendment procedure to set a bad precedent. There are
other ways to provide a mix of housing and commercial in this area wedged between existing homes, the Gila
River Indian Community and South Mountain Park.
Thank you.
Howard Fischer
4502 W. Estrella Dr.
Laveen, AZ 85339
capmedia@hotmail.com
602‐390‐1170
(I have also attached a version of my comments in RTF format if that is preferable.)
Page 814
Nayeli Sanchez Luna
From: Jennifer Spicer
Sent: Saturday, February 10, 2024 3:39 PM
To: Nayeli Sanchez Luna; PDD Laveen VPC
Subject: Opposition to GPA-LV-3-22-8 (General Plan Amendment) and Z-53-22-8 (Zoning)
Follow Up Flag: Follow up
Flag Status: Flagged
Hello,
My name is Jennifer Spicer. I am a resident of Laveen and live on 47th Avenue directly adjacent to
the Gila Foothills PUD. I moved to the area from Buckeye just over two years ago specifically
because of the feel of the area. As Buckeye continued to be developed and multiple high-density
developments encroached on my house, I looked for a new place to settle that would give me the
space and neighborhood feel that I desired while staying close to the city and my job.
I especially liked Laveen because of the distance between residences, the view of the mountains, and
the rural feel of the neighborhood. When deciding to purchase in the area, I realized that the amazing
fields would not be there forever and the area would continue to be developed. Consequently, before
purchasing, my realtor and I did our due diligence in looking at the zoning of the surrounding area. I
was pleased to see that though there was some commercial development planned for nearest the
highway, the area immediately adjacent to my new home would be residential with larger lots,
keeping the density down. This was a deciding factor in my purchasing a house in the area. I would
never have purchased my house had I known there was a plan to convert all that land to
commercial and high-density housing!
I was made aware there will be a Laveen Village Planning Committee meeting this Monday, February 12th at
the Laveen Elementary School District #59, Laveen Education Center. This meeting will be the first meeting in
the City process to vote on the Gila Foothills PUD. I regret that I am unable to attend this meeting, however, it
is important that my voice, along with many others, is heard in opposition to Case numbers: GPA-LV-3-22-8
(General Plan Amendment) and Z-53-22-8 (Zoning), which I will refer to going forward as the “Gila Foothills
PUD”.
Our understanding is the request, basically, is asking to expand the currently planned 24 acres Commercial
Zoning to beyond 270+ acres, to include an Auto Mall, along with a possibility of a variety of other commercial-
based businesses, along with high-density housing, and a 15-story hospital.
Many of us came to Laveen to escape high density, close commercial areas, and enjoy life in a quiet and
mostly remote location. In fact, that was Laveen’s claim – [Far enough to be away in the county, but close
enough to the city]. Laveen has experienced an extraordinary amount of progress and growth over the past
decade: one or two new elementary schools were completed; many more fast-food chains/places have
opened; the new Loop 202 which serves us well to get to the West Valley Cities; and of course, many new
homes have and are replacing the many farming fields we once had. While progress is good and existing plans
may likely be executed as expected, allowing this Gila Foothills PUD expansion as currently proposed is not a
good idea.
The current Gila Foothills PUD is not compatible with the surrounding neighborhood. The current neighborhood
east of 51st Avenue mainly consists of large single-family residential lots up to 5 acres that promote the rural
character of Laveen. The neighborhood to the west, Tierra Montana, consists of single-family residential lots.
Page 815
Per the existing 2015 and the draft 2025 Phoenix General Plan Land Use and Design Principles, the
Character Plan contains Land Use and Design Principles from the General Plan that each Village Planning
Committee should follow as guidance when evaluating planning-related requests. For example, “Land Use:
Ensure future land uses are compatible with existing neighborhoods” and “Encourage development of
taller and larger buildings in areas of change away from single-family and low-rise, multifamily
housing. What the Developer is requesting in the Gila Foothills PUD as currently proposed is not compatible
with these Land Use and Design Principles and will fundamentally and detrimentally change the neighborhood
and the character of Laveen. The Gila Foothills PUD needs to be altered in such a way as to be compatible
with the neighborhoods on both sides of 51st Avenue and should in fact blend them together, rather than
ramming a HUGE commercial development between them.
Laveen has the opportunity to control the direction of the local development to create a welcoming community
that people will want to visit and partake in the unique rural feel of our beautiful area. The proposed
development will make Laveen feel like “Anywhere Phoenix” and detract from the existing neighborhood, so I
completely oppose the Gila Foothills PUD proposal.
I hope that, at the meeting this evening, you will see our local community share their passion for Laveen and
promote awareness of why we mustn't expand the commercial plan from 24 acres to ‘more than 270 Acres’.
Our intention is definitely not to “stop progress”, but to ensure the progress that will inevitably happen is done
with greater and stronger scrutiny, care, and consideration for the existing residents, the environment, and the
many other factors where a great deal of responsibility is not preferred, but essential and required. I ask you to
please require the Gila Foothills Development to strike a balance with Community interests for balanced
development both commercial and residential, to retain low-density residential zoning which currently exists, to
require any development to include securing an agreement from Maricopa County to widen S. 51st Avenue
from W. Estrella Drive North to Dobbins Road, and to materially increase funding for City Services for Laveen
residents.
I have seen and heard the presentation that John Bzdel will present at the Laveen Village Planning Committee
meeting this Monday, February 12th, and wholly agree and support his proposal.
Thank you for your time and for taking into consideration the impact of this development on myself, my
neighbors, and Laveen!
Sincerely,
Jennifer Spicer
12435 S 47th Avenue
Laveen, AZ 85339
480-334-2296
Page 816
Nayeli Sanchez Luna
From: Ali Williams
Sent: Sunday, February 11, 2024 9:52 AM
To: Nayeli Sanchez Luna; Mayor Gallego
Subject: FW: Case numbers GPA-LV-3-22-8 and Z-53-22-8 Gila Foothills
Follow Up Flag: Follow up
Flag Status: Flagged
Sent from Mail [go.microsoft.com] for Windows
From: Ali Williams
Sent: Sunday, February 11, 2024 9:38:03 AM
To: laveenvpc@phoenix.gov
Subject: Case numbers GPA‐LV‐3‐22‐8 and Z‐53‐22‐8 Gila Foothills
To Whom It May Concern and Should Concern:
I have been a resident since 2006 at 12601 South 47th Avenue, Laveen, Az. I am writing you to oppose the current
request for rezoning of parcels in the corner of 47th Avenue and Estrella Drive. The proposed plan before you does NOT
abide by the rural area and surrounding custom home properties. Nor does this plan before you a true fit for the last
remaining true Laveen!
I would like to mention that I agreed to host a “neighborhood” meeting at my house several times with Reid Butler and
Tom Bilsten. During the time of these meetings, we, as a group NEVER agreed to this development. We tried to keep our
rural road as it is and Mr. Butler showed us several handouts of doing just that. Since the last meeting with these two
men, we, as a group of neighbors that reside on 47th Avenue have learned that Mr. Butler has informed other neighbors
in our area that we, as a group, do agree of his development plans for the parcels in front of our homes – this is NOT
true and is false, misleading, mis representation and flat out dishonest!
I agree with John Bzdel and choose Mr. Bzdel to represent me, my interests and concerns regarding this development,
Gila Foothills.
Alice E. Williams
12601 S 47th Avenue
Laveen, Az 85339
602/363‐7750
Sent from Mail [go.microsoft.com] for Windows
Page 817
Nayeli Sanchez Luna
From: D in AZ
Sent: Sunday, February 11, 2024 3:36 PM
To: Nayeli Sanchez Luna; PDD Laveen VPC
Subject: Opposition to GPA-LV-3-22-8 (General Plan Amendment) and Z-53-22-8 (Zoning)
Follow Up Flag: Follow up
Flag Status: Flagged
Re: Opposition to GPA-LV-3-22-8 (General Plan Amendment) and Z-53-22-8 (Zoning)
To whom it may concern,
These two proposed plans are the exact opposite of what should be in Laveen. Crime is out of control, people are
sleeping in Carver Mountain, homeless and people struggling with drugs and mental health are loitering at gas stations
and along store fronts, and the monstrosity of what is planned for this acreage is going to be detrimental for what’s left
of Laveen’s rural area. Isn’t there a 1 billion‐dollar complex going up just a mile from this property, not to mention all
that has come up at Baseline? Is it a rule that towns need to develop at every exit? Why do planning committees feel
the need to approve more buildings to make a developer wealthier but it’s the residents that have to suffer for years to
come?
All of these planned amendments and zoning changes are not appropriate to this area. The residents don’t want the
additional traffic, unsightly complexes, and increased crime because we can’t even handle what we have already. It
doesn’t fit this area. Period.
Benjamin Meyer
3535 W Bohl St
Laveen
Page 818
Nayeli Sanchez Luna
From: Benjamin Meyer
Sent: Sunday, February 11, 2024 5:03 PM
To: Nayeli Sanchez Luna; PDD Laveen VPC
Subject: Opposition to GPA-LV-3-22-8 and Z-53-22-8
Follow Up Flag: Follow up
Flag Status: Flagged
To the Laveen Planning Committee,
I’m in opposition to GPA-LV-3-22-8 and Z-53-22-8 because I’m a neighbor who lives pretty close to this and it will
totally change this area for the worse forever. What’s left of our quaint rural area with the beautiful views will be lost
forever. I’m not the only one who thinks it’s already scary to shop here, this town looks run down, the streets are dirty
and unkempt, homeless and those struggling with mental health issues are sleeping and loitering in many places,
including Carver Mtn, even‐until recently‐sleeping amongst the discarded Christmas trees by the park.
Autoplexes, digital billboards, warehouses, a hospital, more apartments to block our views and whatever else they have
planned are not fitting for this area and it’s a shame if the Laveen Planning Committee would approve this. I’m almost
wondering if the planning committee even lives in Laveen‐ why would you want this in your town that has enough
crime, blight, homelessness, crowded schools, and dangerous intersections already? I’m sure some think it’ll be nice‐‐
until it’s not nice anymore and the residents here have to deal with all the effects. Say no to these proposals and do
what’s right for the neighbors, not the developers.
Darcy Meyer
3535 W Bohl St
Laveen 85339
Page 819
Nayeli Sanchez Luna
From: Gerry Williams
Sent: Sunday, February 11, 2024 10:34 AM
To: Nayeli Sanchez Luna; PDD Laveen VPC; Mayor Gallego
Subject: Gila Foothills Development GPA-LV-3-22-8 and Z-53-22-8
Follow Up Flag: Follow up
Flag Status: Flagged
To Whom It May Concern:
I, Gerald L. "Gerry" Williams, have resided at 12601 South 47th Avenue in Laveen, Az since July of 1994. I
strongly oppose the above mentioned purposed development! It does not fit nor blend in with the current
residential area of rural Laveen. It would be surrounded by custom homes with various types of livestock. The
current plan in place is more of a correct fit for this residential area.
I purchased my home because I loved the views of the Estrella Mountain Range, the fireplace built in my
home, the acreage and the quietness of the rural area! Sadly, the views and quietness will disappear with the
current purposed plan. It has been brought to my attention that Mr. Reid Butler has been misleading my
surrounding neighbors that myself, my wife and the other 9 neighbors of 47th Avenue are in agreement of his
development ‐ this is NOT true and is very dishonest of Mr. Butler!! Myself and wife hosted a few meetings
with Mr. Butler and Mr. Tom Bilsten with our neighbors but we NEVER agreed to this development plan. I
believe this development team, Reid Butler and Tom Bilsten divided our community up to conquer!
At this point, I am in agreement with Mr. John Bzdel's purposed plan and give Mr. Bzdel complete authority to
represent my interest in this matter.
I
do have to state that I am concerned that Mr. Butler will be vindictive upon hearing this and I will end up with
a four story building in front of my property!!!! Is the development going to pay for the loss of our views, after
all, that is a major selling point on ALL real estate!!
Thank you for your time,
Gerald L. "Gerry" Williams
12601 South 47th Avenue
Laveen, Az 85339
602/339‐2466
Page 820
Nayeli Sanchez Luna
From: Janice McBee
Sent: Sunday, February 11, 2024 7:47 PM
To: PDD Laveen VPC
Subject: GPA-LV-3-22-8 & Z-53-22-8
Follow Up Flag: Follow up
Flag Status: Flagged
I'm a Laveen resident and am in complete opposition to the proposed changes in the General plan. A car mall is not
conducive of the feel of a rural Laveen. And a hospital with the height is unacceptable. No where along the 202 are
buildings that high.
Page 821
Nayeli Sanchez Luna
From: azmcbee
Sent: Sunday, February 11, 2024 7:43 PM
To: Nayeli Sanchez Luna
Subject: GPA-LV-3-22-8 & Z-53-22-8
Follow Up Flag: Follow up
Flag Status: Flagged
I'm in opposition to the General plan Amendments. A hospital at that location is unacceptable with its height. Also a car
mall is not conducive of the rural feel of Laveen. Buildings that high are nowhere to be found along the 202.
Sent from my Verizon, Samsung Galaxy smartphone
Page 822
Laveen Citizens for Responsible Development
P.O. Box 194
Laveen AZ
THELCRD.ORG
THELCRD@GMAIL.COM
At the February 5, 2024 LCRD meeting there was a presentation from the community regarding the
Gila Foothills development project. The 25 minute power point presentation was very detailed and
informative. There were approximately 40 people in attendance for this case.
In addition to the issues raised in the Power Point presentation, there were many other concerns
raised. Those included:
a) No traffic study has been done to address the impact of increased traffic on Carver Road.
b) No traffic study has been done to address increased commercial traffic on 55th Avenue
c) No study has been done on the impact this will have on South Mountain Park
d) There is concern for the preservation of the dark skies in the area
e) There is no study on how the increased sound will impact the area
f) There has been no environmental impact study done
g) With current shortages, how law enforcement can handle this massive increase in activity
h) There is no discussion of a much needed fire station for the area
i) How this extremely high density is not compatible with the area
The LCRD Board had concerns with:
a) The applicants refusal to present their plan for our consideration.
b) The lack of all of the studies the community had concerns with.
c) The proposed hospital is only two miles from the other hospital to be in the area
d) The amount of high density apartments and lack of single family residences
e) The lack of details being provided for this entire project
In consideration of all of the above points The LCRD could not make a recommendation for this
project. This case has a lot of merit, as does the position of the surrounding community. It was felt
that somewhere in the middle of the two opposite sides is a good compromise. We need to take the
time to explore that.
One stipulation that was agreed on was that due to the lack of details, every site of the development
must be subject to the PHO process allowing for the LVPC and the community to have input
The LCRD unanimously voted to recommend this case be continued at the LVPC, and sent back to
the community to allow the applicant and the community to work together towards answering many of
the questions and resolving some of the issues
Thank you for your consideration.
The Board of Directors of the LCRD
Page 823
February 10, 2024
Item Number: 4
Case Number: GPA-LV-3-22-8 (Companion Case Z-53-22-8)
APPLICANT IN OPPOSITION TO GILA FOOTHILLS PUD
Lynn Davis
4303 W. Calle Poco Laveen, AZ 85339
Zoning Hearing: Monday, February 12, 2024, at 6:30 PM
nayeli.sanchez.luna@phoenix.gov
Dear Nayeli Sanchez Luna,
We the six residents that reside at 4303 W. Calle Poco, Laveen, AZ 85339, strongly
OPPOSE and OBJECT to Item Number 4, Case Number GPA-LV-3-22-8 (Companion
Case Z-53-22-8), which is a request to amend the General Plan Land Use Map
Designation on approximately 282.36 acres located at the southeast corner of 55th
Avenue and Carver Road, because amending this area is in direct violation of the purpose
of this District; which is designed to encourage, preserve and protect the historical, rural,
and agricultural character of the area. This proposed development would destroy the
calm and peaceful environment of this residential community of larger lots filled with
majestic trees, flowers, green grass, citrus trees, beloved pets, horses, livestock, poultry,
and quiet moonlit evenings surrounded by natural landscapes.
A truck stop, auto mall, resort, parking garage, and five obtrusive lighted, digital billboards
would overtax the infrastructure of our small, rural Laveen Village with overcrowding
population in our schools and neighborhoods, excessive pollution from vehicle emissions
and diesel from trucks, noise pollution, an increase in crime such as robbery, theft, drugs,
prostitution, sex-trafficking, water drainage and sewage issues, an introduction to
unwelcome guests with nefarious intentions to our peaceful community, and a surge in
accidents caused by an influx of vehicles, trucks and 18 wheelers entering and exiting the
roads. A proposed development of this magnitude would usher in the ills and problems of
major cities. Laveen Village would cease to be the warm and welcoming enclave to
homebuyers seeking to experience peace, tranquility, and the wonders of nature; but
instead; evolve into a major, overdeveloped metropolitan city such as New York and
Chicago.
Developing the site in this manner will adversely affect the residents; and open the
floodgates to other objectionable, commercial ventures; that will destroy this quiet,
peaceful environment, and surrounding community. Deleterious factors such as
overpopulation, traffic congestion, noise and exhaust pollution, water drainage and sewer
issues, traffic accidents, elimination of natural vegetation, and sweltering temperatures
created by concrete, asphalt, glass, and steel will be the result of this massive, proposed
commercial development. The rural character of Laveen Village will be compromised if
this misaligned venture is allowed to proceed.
Page 824
Item Number 4, Case Number GPA-LV-3-22-8 (Companion Case Z-53-22-8) SHOULD
NOT BE APPROVED because this proposed development would be detrimental to the
residents, and the rural and agricultural character of the area. This ponderous commercial
venture is ill-fitted for Laveen Village and not feasible because the development does not
protect or safeguard the community, the environment, and the public.
Thank You
Page 825
February 10, 2024
Item Number: 5
Case Number: Z-53-22-8 (Companion Case GPA-LV-3-22-8)
APPLICANT IN OPPOSITION TO GILA FOOTHILLS PUD
Lynn Davis
4303 W. Calle Poco Laveen, AZ 85339
Zoning Hearing: Monday, February 12, 2024, at 6:30 PM
LaveenVPC@phoenix.gov
Dear Laveen Village Planning Committee,
We the six residents that reside at 4303 W. Calle Poco Laveen, AZ 85339 strongly
OPPOSE and OBJECT to Item Number 5, Case Number Z-53-22-8 (Companion Case
GPA-LV-3-22-8, which is a request to rezone approximately 281.49 acres located at the
southeast corner of 55th Avenue and Carver Road, because rezoning this area is in direct
violation of the principal purpose of this Zoning District; which is to conserve and protect
farms and other open land uses, foster orderly growth in rural areas, prevent urban and
agricultural land use conflicts, and encourage sustainable development. High density,
towering buildings reaching heights up to 150 feet will be eyesores against the backdrop
of sustainable, lush farms, and the green, serene landscape of this rural area. This
proposed development would destroy the calm and peaceful environment of this
residential community of larger lots filled with majestic trees, flowers, green grass, citrus
trees, beloved pets, horses, livestock, poultry, and quiet moonlit evenings surrounded by
natural landscapes. The founding fathers of Laveen Arizona created these rural zoning
districts to protect the community and the environment from harmful, destructive, and
intrusive commercial developments such as the Gila Foothills PUD. Our small, peaceful
community is at risk and this zoning request should be denied.
A truck stop, auto mall, resort, towering buildings, parking garage, and five obtrusive
lighted, digital billboards would overtax the infrastructure of our small, rural Laveen Village
with overcrowding population in our schools and neighborhoods, excessive pollution from
vehicle emissions and diesel from trucks, noise pollution, an increase in crime such as
robbery, theft, drugs, and prostitution, sex-trafficking, water drainage and sewage issues,
an introduction to unwelcome guests with nefarious intentions to our peaceful
community, and a surge in accidents caused by an influx of vehicles, trucks and 18
wheelers entering and exiting the roads. A proposed development of this magnitude
would usher in the ills and problems of major cities. Laveen Village would cease to be the
warm and welcoming enclave to homebuyers seeking to experience peace, tranquility,
and the wonders of nature; but instead; evolve into a major, overdeveloped metropolitan
city such as New York and Chicago.
Developing the site in this manner will adversely affect the residents; and open the
floodgates to other objectionable, commercial ventures; that will destroy this quiet,
peaceful environment, and surrounding community. Deleterious factors such as
overpopulation, traffic congestion, noise and exhaust pollution, water drainage and sewer
Page 826
issues, traffic accidents, elimination of natural vegetation, and sweltering temperatures
created by concrete, asphalt, glass and steel will be the result of this massive, proposed
commercial development. Scenic vistas of sunny skies, magnificent mountains, beautiful
landscapes, star-filled evenings, and moonlight paradises will be transformed into noisy,
glaring, blinding lights of billboards, skyscrapers, and incessant traffic. The rural character
of Laveen Village will be compromised if this misaligned venture is allowed to proceed.
Item Number 5, Case Number Z-53-22-8 (Companion Case GPA-LV-3-22-8) SHOULD
NOT BE APPROVED because this proposed development would be detrimental to the
residents, and the rural and agricultural character of the area. This ponderous commercial
venture is ill-fitted for Laveen Village and not feasible because the development does not
protect or safeguard the community, the environment, and the public. The Gila Foothills
PUD is contrary to the principal purpose of this zoning district to conserve and protect
farms and other open land uses, foster orderly growth in rural areas, prevent urban and
agricultural land use conflicts, and encourage sustainable development. PLEASE DENY
ITEM NUMBER 5, CASE NUMBER Z-53-22-8 (COMPANION CASE GPA-LV-3-22-8).
Thank You
Page 827
Nayeli Sanchez Luna
From: jenski68@gmail.com
Sent: Monday, February 12, 2024 4:59 AM
To: Nayeli Sanchez Luna
Subject: GILA PUD
Follow Up Flag: Follow up
Flag Status: Flagged
Hello,
I am in opposition to the Gila foothills PUD. If you need me to sign a petition please let me know.
Sincerely
Jennifer Domzalski
Ellison trails
Sent from my iPhone
Page 828
ATTACHMENT C
To: Laveen Village Planning Committee Date: March 16 18, 2024
From: Nayeli Sanchez Luna
Village Planner
Subject: ITEM NO. 4 (Z-53-22-8) – APPROXIMATELY 860 FEET SOUTH OF THE
SOUTHWEST CORNER OF 51ST AVENUE AND CARVER ROAD
The purpose of this memo is to recommend modified stipulations in response to
community concerns and the applicant’s request to modify and add stipulations.
Rezoning Case No. Z-53-22-8 is a request to rezone 288.63 acres of S-1 (Ranch or
Farm Residence), S-1 (Approved C-2 PCD) (Ranch or Farm Residence, Approved
Intermediate Commercial, Planned Community District), S-1 (Approved R-2 PCD)
(Ranch or Farm Residence, Approved Multifamily Residence District, Planned
Community District), S-1 (Approved R-3 PCD) (Ranch or Farm Residence, Approved
Multifamily Residence District, Planned Community District), S-1 (Approved R-3A PCD)
(Ranch or Farm Residence, Approved Multifamily Residence District, Planned
Community District), S-1 (Approved R1-10 PCD) (Ranch or Farm Residence, Approved
Single-Family Residence District, Planned Community District), S-1 (Approved R1-18
PCD) (Ranch or Farm Residence, Approved Single-Family Residence District, Planned
Community District), S-1 (Approved R1-8 PCD) (Ranch or Farm Residence, Approved
Single-Family Residence District, Planned Community District), S-1 (Approved RH/R1-
10 PCD) (Ranch or Farm Residence, Approved Resort District/Single-Family Residence
District, Planned Community District) to PUD (Planned Unit Development) for the Gila
Foothills PUD to allow single and multifamily residential, commercial uses, and some
commerce park.
The Laveen Village Planning Committee (VPC) heard this request on February 12,
2024, and recommended a continuance by a vote of 8-0. The VPC and public voiced
numerous concerns including allowed uses, density, height, buffering, design standards,
and street configuration.
The applicant has been working with the committee, adjacent property owners, and the
Laveen Citizens for Responsible Development (LCRD) to address the community
concerns. As a result, the applicant has requested the following modifications and
additional stipulations reflected below.
Staff recommends approval, per the modified stipulations in bold font below:
1. An updated Development Narrative for the Gila Foothills PUD reflecting the
changes approved through this request shall be submitted to the Planning
Department within 30 days of City Council approval of this request. The
Page 829
Z-53-22-8 Laveen Village Planning Committee Backup Memo
March 16 18, 2024
updated Development Narrative shall be consistent with Development Narrative
date stamped February 1, 2024, as modified by the following stipulations.
a. Front Cover, add “City Council adopted: [Insert Adoption date]”
b. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted Land
Uses: Add a paragraph under the heading as follows:
All temporary uses shall comply with Section 708 of the Phoenix Zoning
Ordinance.
c. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted Land
Uses: Add a paragraph under the heading as follows:
The permitted land uses depicted below are restricted to the maximum
square footage of the land use assumptions established in Appendix
A2. Land Use Assumptions for Street Master Plan. Each developer
shall be required to provide an updated land use matrix illustrating
maximum land use square footages in compliance with Appendix A2.
Land Use Assumptions for Street Master Plan. Amendments to
increase these established land use assumptions may be administered
through a PUD Minor Amendment and shall require an updated Traffic
Impact Analysis incorporating the increased assumptions.
D. PAGE 16, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 1: ADD “SINGLE-
FAMILY RESIDENTIAL.”
E. PAGE 16, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 2, 3, AND 4A:
DELETE MODIFY “SELF SERVICE STORAGE (LIMITED TO A
MAXIMUM TOTAL OF TWO ONE (21) ACROSS THE ENTIRE PUD
SITE WITHIN THE HUB CHARACTER AREA)”.
d. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted Land
F. Uses, Development Units 2, 3, 4A: Add the following bullet point:
Hospitals
o Minimum 100 inpatient beds required TO ACHIEVE THE
ADDITIONAL 500 UNITS REFERENCED IN THE
DEVELOPMENT STANDARDS TABLE 6:
MISCELLANEOUS.
G. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 5 AND 6: ADD
THE FOLLOWING:
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SINGLE-FAMILY RESIDENTIAL IS ALLOWED IN
DEVELOPMENT UNIT 5.
H. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 8: DELETE “ALL
TYPES OF OFFICE.”
I. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 8: ADD THE
FOLLOWING:
SINGLE-FAMILY RESIDENTIAL.
J. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 8: ADD THE
FOLLOWING:
PROFESSIONAL, MEDICAL, DENTAL AND ADMINISTRATIVE
OFFICE USE INCLUDING CLERICAL OR SALES
REPRESENTATIVE OFFICES. NO COMMODITY OR TANGIBLE
PERSONAL PROPERTY, EITHER BY WAY OF INVENTORY OR
SAMPLE, SHALL BE STORED, KEPT, OR EXHIBITED IN ANY SAID
OFFICE OR ON THE PREMISES WHEREIN THE SAID OFFICE IS
LOCATED EXCEPT MATERIALS ASSOCIATED WITH
PROFESSIONAL OR MEDICAL PRACTICE. SUCH OFFICE USE
SHALL NOT INCLUDE:
A. BRANCH OFFICES FOR THE FOLLOWING: BANKS,
BUILDING AND LOAN ASSOCIATIONS, BROKAGE HOUSES,
SAVINGS AND LOAD ASSOCIATIONS, FINANCE
COMPANIES, TITLE INSURANCE COMPANIES, TITLE
INSURANCE COMPANIES AND TRUST COMPANIES.
B. VETERINARY OFFICES.
K. PAGE 21, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 9A: ADD THE
FOLLOWING:
SINGLE-FAMILY RESIDENTIAL.
f. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted Land
L. Uses, Development Unit 9B: Modify the third bullet point to “Alcohol
sales as an accessory use.”
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e. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted Land
M. Uses, Development Units 9A, 9B, and 10: Add a sub-bullet point under
“Multifamily” as follows:
Only permitted if building permits for a resort have not been issued
within three FIVE years of the dedication of Gila Foothills Parkway and
no sooner than five years after the adoption of the PUD.
N. PAGE 23, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PROHIBITED LAND USES, ALL DEVELOPMENT UNITS: ADD
“SELF SERVICE STORAGE” AND “PAWN SHOPS”.
g. Page 25, Section 3.3 Roadway Circulation, 51st Avenue: Remove all
O. reference to “half-street improvements” and modify to “full limits” of 51st
Avenue.
h. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual
P. Trail Plan: Modify to show the MUT on the south and west sides of Gila
Foothills Parkway.
i. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual
Q. Trail Plan: Remove “or Planned” from the legend heading.
R. PAGE 32, EXHIBIT 14, UPDATE TO REFLECT THE UPDATED
MAXIMUM HEIGHT ALLOWED.
S. PAGE 39, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 1: BUILDING SETBACKS:
UPDATE THE SETBACKS FOR DEVELOPMENT UNIT 10 ALONG
GILA FOOTHILLS PARKWAY TO 25 FEET.
j. Page 39, Section 4. Development Standards, Development Standards
T. Table 1: Building Setbacks: Add a row to the end of the table for the
Property Line shared with South Mountain Park; and require a 25 50-
foot setback for Development Units 9A, 9B, and 10.
k. Page 41, Section 4. Development Standards, Development Standards
U. Table 3: Landscape Buffers, 47th Avenue: Switch the provisions for
Development Units 9A and 9B.
l. Page 41, Section 4. Development Standards, Development Standards
V. Table 3: Landscape Buffers: Add a row to the end of the table for the
Property Line shared with South Mountain Park, and require a 25 50-
foot buffer for Development Units 9A, 9B, and 10. Also add a footnote
to see the South Mountain Perimeter Zone provisions on pages 64 and
95.
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W. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS, TABLE 4:
BUILDING HEIGHT, UPDATE THE MAXIMUM BUILDING HEIGHT
FOR DEVELOPMENT UNITS 3, 4A, 4B, AND 6 TO ALLOW A
MAXIMUM OF 40 FEET.
X. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT:
MODIFY FOOTNOTE (1) AS FOLLOWS:
HOSPITAL USES MAY BE UP TO 120 FEET IN HEIGHT FOR UP TO
20% OF THE AREA OF THE DEVELOPMENT UNIT.
Y. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT: ADD
FOOTNOTE (3) TO APPLY TO DEVELOPMENT UNITS 2, 3, 4A, 4B
THAT STATES THE FOLLOWING:
PARKING GARAGES ACCESSORY TO AN AUTOMOBILE
DEALERSHIP MAY BE UP TO 56 FEET IN HEIGHT.
Z. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT: ADD
FOOTNOTE (4) TO APPLY TO DEVELOPMENT UNITS 9A, 9B, AND
10 THAT STATES THE FOLLOWING:
RESORT USES MAY BE UP TO 48 FEET IN HEIGHT, SUBJECT TO
DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK.
AA. PAGE 42, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK:
UPDATE THE FIRST COLUMN REFERENCING THE PROPERTY
LINE SHARED WITHIN TIERRA MONTANA AS FOLLOWS:
PROPERTY LINE SHARED WITH (OR MEASURED FROM) TIERRA
MONTANA NEIGHBORHOOD
m. Page 42, Section 4. Development Standards, Development Standards
BB. Table 5: Building Step Backs, Gila Foothills Parkway and 51st Ave:
Switch the provisions for Development Unit 6.
n. Page 42, Section 4. Development Standards, Development Standards
CC. Table 5: Building Step Backs: Add the following to the end of Footnote
(3):
An additional foot of height will be allowed for every two additional feet
of setback.
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DD. PAGE 42, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK:
ADD FOOTNOTE (7) TO DEVELOPMENT UNIT 2 THAT STATES
THE FOLLOWING WITHIN THE “PROPERTY LINE SHARED WITH
(OR MEASURED FROM) TIERRA MONTANA NEIGHBORHOOD”
ROW IN THE TABLE:
56-FOOT MAXIMUM BUILDING HEIGHT WITHIN 900 FEET OF THE
TIERRA MONTANA NEIGHBORHOOD.
EE. PAGE 43, SECTION 4, DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 6: MISCELLANEOUS,
MAXIMUM RESIDENTIAL DENSITY, DEVELOPMENT UNIT 8:
UPDATE THE DENSITY TO 14 DU/AC; AND 2.34 DU/ACRE FOR
THE FIRST 500 FEET; AND A FOOTNOTE THAT STATES THE
FOLLOWING:
THE FIRST 500 FEET IS MEASURED FROM BOTH ESTRELLA
DRIVE AND 47TH AVENUE TO CREATE AN “L” SHAPED
DEVELOPMENT AREA. SEE DEVELOPMENT UNIT 8 DENSITY
EXHIBIT AND TABLE 7 FOR SINGLE-FAMILY DEVELOPMENT
STANDARDS.
p. Page 43, Section 4. Development Standards, Development Standards
FF. Table 6: Miscellaneous: Delete the row for Maximum Number of Units.
q. Page 43, Section 4. Development Standards, DEVELOPMENT
GG. STANDARDS TABLE 6: Miscellaneous Table, Parking Standards, first
bullet: Add “model” to the end. DELETE THE FIRST BULLET
REGARDING THE SALE OF EV OR HYBRID AUTOMOBILES.
r. Page 43, Section 4. Development Standards, DEVELOPMENT
HH. STANDARDS TABLE 6: Miscellaneous Table, Parking Standards,
fourth bullet: Remove “not to exceed 10 chargers.”
s. Page 43, Section 4. Development Standards, Development Standards
II. Table 6: Miscellaneous, Footnotes: Modify the end of Footnote (1) to
add the following AS FOLLOWS:
THE ENTIRE OVERALL PUD SITE MAY BE DEVELOPED WITH A
MAXIMUM OF 1,700 RESIDENTIAL UNITS. HOTEL GUEST ROOMS
DO NOT COUNT TOWARDS THE MAXIMUM 1,700 DWELLING
UNITS FOR THE OVERALL PUD SITE. UPON CERTIFICATE OF
OCCUPANCY OF A LEVEL 1 TRAUMA CENTER HOSPITAL, AS
DEFINED BY THE ARIZONA DEPARTMENT OF HEALTH
SERVICES, IN DEVELOPMENT UNIT 2 AN ADDITIONAL 500
DWELLING UNITS ABOVE THE 1,700 CAP ARE PERMITTED WITH
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March 16 18, 2024
DEVELOPMENT UNITS 2 AND 5. Additional review and approval is
required for the additional 500 units ANY MULTIFAMILY
DEVELOPMENT IN DEVELOPMENT UNITS 2, 5 AND 10 THAT
EXCEEDS 40 FEET IN HEIGHT, per Z-53-22-8 stipulation.
o. Page 43, Section 4. Development Standards, Development Standards
JJ. Table 6: Miscellaneous, Maximum Residential Density: Add Footnote
(2) to Development Unit 2.
t. Page 43, Section 4. Development Standards, Development
Standards Table 6: Miscellaneous, Footnotes, add Footnote (6)
that states the following and apply it to Development Units 9A, 9B,
and 10:
Additional review and approval is required for any multifamily
development that is not associated with a resort per Z-53-22-8
stipulation.
KK. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 6: MISCELLANEOUS,
FOOTNOTES: ADD A FOOTNOTE THAT STATES THE FOLLOWING
AND APPLY IT TO DEVELOPMENT UNITS 9A, 9B AND 10:
FOR ANY MULTIFAMILY DEVELOPMENT NOT ASSOCIATED WITH
A RESORT ON DEVELOPMENT UNITS 9A, 9B AND 10,
CONCEPTUAL SITE PLANS, ELEVATIONS, AND LANDSCAPE
PLANS SHALL BE REVIEWED AND APPROVED BY THE
PLANNING HEARING OFFICER THROUGH THE PUBLIC HEARING
PROCESS, INCLUDING REVIEW BY THE LAVEEN VILLAGE
PLANNING COMMITTEE PRIOR TO PRELIMINARY SITE PLAN
APPROVAL. THIS IS A LEGISLATIVE REVIEW FOR CONCEPTUAL
PURPOSES ONLY. SPECIFIC DEVELOPMENT STANDARDS AND
REQUIREMENTS WILL BE DETERMINED BY THE PLANNING
HEARING OFFICER AND THE PLANNING AND DEVELOPMENT
DEPARTMENT.
LL. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS: ADD
DEVELOPMENT STANDARDS TABLE 7: DEVELOPMENT
STANDARDS FOR SINGLE-FAMILY DEVELOPMENT. THIS TABLE
WILL ADDRESS SINGLE-FAMILY RESIDENTIAL DEVELOPMENT
STANDARDS TO INCLUDE THE FOLLOWING:
SELECT R1-18 LOT STANDARDS
RESTRICTED TO 1-STORY AND 22 FEET IN HEIGHT FOR
THE LOTS ALONG ESTRELLA DRIVE AND 47TH AVENUE.
ALL THE INTERIOR LOTS ARE ALLOWED TO BE 2-
STORIES WITH UP TO 30 FEET IN HEIGHT.
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March 16 18, 2024
MINIMUM 22-FOOT-LONG DRIVEWAYS
MINIMUM 5% OPEN SPACE.
MINIMUM ROOF OVERHANG OF 12 INCHES.
MM. PAGE 43-44, SECTION 4, DEVELOPMENT STANDARDS: ADD
DEVELOPMENT UNIT 8 DENSITY EXHIBIT TO VISUALLY
DEMONSTRATE THE “L” SHAPED AREA MEASURED 500 FEET
FROM BOTH ESTRELLA DRIVE AND 47TH AVENUE.
u. Page 45, Section 4. Development Standards, Landscape Standards,
NN. Landscape Standards Table 1: Landscape Setbacks: Update title to
Landscape Standards Table 1: Landscape Plant Types.
v. Page 46, Section 4. Development Standards, Landscape Standards,
OO. Landscape Standards Table 2: Enhanced Streetscape R.O.W Planting:
Modify the title to “Landscape Standards Table 2: Enhanced
Streetscape R.O.W. Planting and Public Shade Standards”.
w. Page 46, Section 4. Development Standards, Landscape Standards
PP. Table 2: Enhanced Streetscape R.O.W Planting: Revise sidewalk
shading to show all sidewalk shading in the Hub Character Area to no
less than 50%.
x. Page 46, Section 4. Development Standards, Landscape Standards
QQ. Table 2: Enhanced Streetscape R.O.W Planting, Notes, fifth bullet
(Shade Pockets): Add the following as a sub-bullet point:
All public sidewalks adjacent to Automobile Dealership, Automobile
Retail Sales, and Automobile Rental: A minimum 25% shade is
required along sidewalk areas located between shade pockets. Overall
shade coverage shall equal a total of 50% inclusive of shade pockets
and the intermittent areas between shade pockets. All other uses within
the HUB character area shall require a minimum 75% shade of public
sidewalks.
y. Page 46, Section 4. Development Standards, Landscape Standards
RR. Table 2: Enhanced Streetscape R.O.W Planting: Add a note as follows:
Upon redevelopment of a site formerly used for Automobile Dealership,
Automobile Retail Sales, or Automobile Rental into Non-Automobile
Dealership, Automobile Retail Sales, or Automobile Rental, right-of-way
landscaping and shade requirements shall meet the 75% shade
standard.
z. Page 46-47, Section 4. Development Standards, Landscape Standards
SS. Table 2: Enhanced Streetscape R.O.W Planting: Add a footnote to
apply to all provisions for medians as follows:
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Z-53-22-8 Laveen Village Planning Committee Backup Memo
March 16 18, 2024
All modified median landscaping deviating from City of Phoenix
standard landscape requirements shall be privately maintained and
identified on the approved master street plan and associated plats.
aa. Page 47, Section 4. Development Standards, Landscape Standards
TT. Table 2: Enhanced Streetscape R.O.W Planting: Add a footnote to
apply to Development Units 3, 6, and 4A as follows:
51st Avenue, SOUTH OF ESTRELLA DRIVE, is located within
Maricopa County jurisdiction. Any street improvements or landscaping
on 51st Avenue are subject to the review and approval of Maricopa
County.
bb. Page 50, Section 5. Signage, Off Premise Signage: Update the end of
UU. the second bullet point as follows:
…design to be presented for review and comment to the Laveen Village
Planning Committee.
cc. Page 52, Section 6. Sustainability: Add a provision for recycling as the
VV. last bullet point.
WW. PAGE 52, SECTION 6, SUSTAINABILITY:
(1) UPDATE THE LAST SENTENCE IN THE FIRST PARAGRAPH
AS FOLLOWS:
DEVELOPMENT PARCELS MUST INCORPORATE ALL THE
FOLLOWING SUSTAINABILITY PRINCIPLES:
(2) ADD BULLET POINTS 2, 6, 9, AND 14 UNDER THE
REQUIRED SUSTAINABILITY PRINCIPLES.
(3) AFTER THE REQUIRED SUSTAINABILITY ITEMS, ADD THE
FOLLOWING:
A MINIMUM OF THREE OPTIONAL SUSTAINABILITY
PRINCIPLES SHALL BE SELECTED FROM THE OPTIONS
BELOW, AS APPROVED BY THE PLANNING AND
DEVELOPMENT DEPARTMENT.
(4) ADD THE REMAINING SUSTAINABILITY ITEMS (BULLET
POINTS 1, 3, 4, 5, 7, 8, 10, 11, 12, 13, 15, 16) UNDER THE
OPTIONAL SUSTAINABILITY PRINCIPLES, AND INCLUDE
UPGRADED HVAC UNITS AT 15 SEER OR HIGHER.
(5) UPDATE BULLET POINT 14 AS FOLLOWS:
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THE DEVELOPMENT WILL PROVIDE SAFE, RELIABLE, AND
EFFICIENT STORMWATER MANAGEMENT SYSTEMS THAT
PROTECT BOTH HUMAN HEALTH AND THE NATURAL
ENVIRONMENT.
dd. Page 57, Section 7. Complete Streets, Design for Safety: Remove the
XX. second and third paragraphs.
YY. PAGE 69, PART 2 - DESIGN GUIDELINES, FOOTHILLS
CHARACTER AREA, 2.1 SITE AND BUILDING DESIGN, C.
ARCHITECTURAL STYLE AND CHARACTER: ADD A BULLET TO
INCLUDE THE FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT,
FACING PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS
75 FEET IN LENGTH, SHALL CONTAIN A MINIMUM OF ONE
ARCHITECTURAL EMBELLISHMENT AND DETAILING SUCH AS
TEXTURAL CHANGES, PILASTERS, OFFSETS, RECESSES,
WINDOW FENESTRATION, SHADOW BOXES AND
OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
ZZ. PAGE 86 PART 2 - DESIGN GUIDELINES, FOOTHILLS
CHARACTER AREA, 2.3 LANDSCAPING, B. SITE WALLS,
SCREENS, AND FENCES: UPDATE THIS SECTION TO REQUIRE
THE FOLLOWING ALONG ESTRELLA DRIVE AND 47TH AVENUE:
6-FOOT PAINTED CMU PERIMETER WALLS AND TUBULAR MILD
STEEL OR PIPE FENCING (ALLOWED TO TARNISH/RUST
NATURALLY), IMPLEMENTED IN SEGMENTS THAT CONFORM TO
INDUSTRY STANDARD LENGTHS.
AAA. PAGE 92, PART 2 - DESIGN GUIDELINES, FOOTHILLS
CHARACTER AREA, 2.3 LANDSCAPING, G. GENERAL
LANDSCAPING REQUIREMENTS: ADD THE FOLLOWING:
LOWER-LEVEL LANDSCAPING IS PREFERRED BETWEEN ANY
PERIMETER WALLS AND A POSSIBLE BRIDLEPATH ALONG
47TH AVENUE.
BBB. PAGE 93, PART 2 - DESIGN GUIDELINES, FOOTHILLS
CHARACTER AREA, 2.3 LANDSCAPING, I. SITE LIGHTING: ADD
THE FOLLOWING PARAGRAPH:
IF PRIVATE STREETS ARE PROPOSED IN SINGLE-FAMILY
RESIDENTIAL SUBDIVISIONS, MINIMAL STREET LIGHTING
SHALL BE CONSIDERED.
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ee. Page 95, Foothills Character Area, 2.3 Landscaping, j. Perimeter
CCC. Treatments, South Mountain Perimeter Treatment: Delete the last
paragraph.
DDD. PAGE 99, PART 2 - DESIGN GUIDELINES, DISTRICT CHARACTER
AREA, 3.1 SITE AND BUILDING DESIGN, C. ARCHITECTURAL
STYLE AND CHARACTER: ADD A BULLET TO INCLUDE THE
FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT,
FACING PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS
75 FEET IN LENGTH, SHALL CONTAIN A MINIMUM OF ONE
ARCHITECTURAL EMBELLISHMENT AND DETAILING SUCH AS
TEXTURAL CHANGES, PILASTERS, OFFSETS, RECESSES,
WINDOW FENESTRATION, SHADOW BOXES AND
OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
ff. Page 103, The District Character Area, 3.1 Site and Building Design, 2.
EEE. Circulation: Remove Section 2.b.
FFF. PAGE 123, PART 2 - DESIGN GUIDELINES, HUB CHARACTER
AREA, 1. SITE AND BUILDING DESIGN, B. ARCHITECTURAL
STYLE AND CHARACTER: ADD A BULLET TO INCLUDE THE
FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT,
FACING PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS
75 FEET IN LENGTH, SHALL CONTAIN A MINIMUM OF ONE
ARCHITECTURAL EMBELLISHMENT AND DETAILING SUCH AS
TEXTURAL CHANGES, PILASTERS, OFFSETS, RECESSES,
WINDOW FENESTRATION, SHADOW BOXES AND
OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
gg. Page 142, The Hub Character Area, 2. Circulation, C. Street Design
GGG. and Landscape Character, Shade Pockets: Update Exhibit H9 to reflect
the minimum 25% shade along sidewalk areas between shade pockets
and overall shade coverage to total 50% and all uses within the HUB to
a minimum 75% shade as required by Stipulation No. 1.y SS.
hh. Page 143, The Hub Character Area, 2. Circulation, C. Street Design
HHH. and Landscape Character, Shade Pockets, Conceptual Shade Pocket
Detail A, B1, and B2: Update Detail A, B1, and B2 to reflect the
required shading requirements per Stipulation No. 1.y SS.
ii. Update all exhibits to include the 55th Avenue connection from the
III. existing northern stub to Estrella Avenue.
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jj. Submit legal descriptions for all development units as an appendix to
JJJ. the PUD narrative.
KKK. UPDATE ANY TYPOGRAPHICAL OR SCRIVENER’S ERRORS
THROUGHOUT.
2. Where additional review and approval is required in the PUD narrative
related to the additional 500 residential dwelling units granted with the
construction of a hospital and ANY MULTIFAMILY DEVELOPMENT IN
DEVELOPMENT UNITS 2, 5 and 10 THAT EXCEEDS 40 FEET IN HEIGHT
any multifamily development in Development Units 9A, 9B, and 10, that is not
associated with a resort, SHALL HAVE conceptual site plans, elevations, and
landscape plans shall be reviewed and approved by the Planning Hearing
Officer through the public hearing process, including review by Laveen Village
Planning Committee prior to preliminary site plan approval. This is a legislative
review for conceptual purposes only. Specific development standards and
requirements will be determined by the Planning Hearing Officer and the
Planning and Development Department.
3. A Master LAND USE AND Density Tracking Matrix shall be provided and
updated on all site plan submittals, REGARDLESS OF USE, to track the
number of units AND PERCENTAGE OF LAND USE within the PUD area.
A MINIMUM OF 50% OF THE PUD SITE AREA (288.63 ACRES) SHALL BE
DEVELOPED WITH COMMERCIAL USES. ANY RESORT DEVELOPMENT
SHALL BE CONSIDERED COMMERCIAL DEVELOPMENT. UPON
RESUBMITTAL OF A POST-COUNCIL HEARING DRAFT OF THE PUD
NARRATIVE, A MASTER LAND USE AND DENSITY TRACKING MATRIX
FORMAT SHALL BE ADDED AS AN APPENDIX.
4. The applicant shall submit a Traffic Impact Analysis (TIA) to the City for this
development and update the existing Tierra Montana Master Street Plans
associated with the Segment Two development area. The TIA shall be
submitted to ADOT and MCDOT for interagency review. No preliminary
approval of plans shall be granted until the study is reviewed and approved by
the City.
5. The developer shall update the existing Tierra Montana Master Street Plan for
inclusion of Segment Two network. Phasing sheet to be updated to include
roadway networks to be completed by Segment Two development within
existing Segment One as per the required updated Traffic Impact Analysis.
Roadways located within Segment two that are not under the jurisdiction of the
jurisdiction.
6. The developer shall design and install, at their expense, traffic signals and or
roundabouts at locations approved by the TIA and updated Master Street Plan.
The developer shall be responsible for the construction and/or escrow
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March 16 18, 2024
contribution, as approved by the TIA and Master Street Plans. Stipulation
subject to change based on TIA comments for signal location evaluation and
funding responsibility.
7. The developer shall dedicate and construct roadway, paving, curb, gutter,
detached sidewalk, traffic signal infrastructure, and other necessary incidentals
for all arterial and collector roadways as per the approved TIA and Master
Street Plan.
8. The developer shall provide access control at locations in accordance with the
City’s Design Standards Manual and/or as approved per the Master Street
Plan.
9. The full limits of 51st Avenue shall be dedicated and constructed north of
Estrella Drive to Carver Road, per the cross-section approved in the master
street plan.
10. The full limits of 51st Avenue shall be dedicated and constructed south of
Estrella Drive, as approved by Maricopa County. Should 51st Avenue be
annexed into the City of Phoenix, right-of-way dedications and improvements
shall be required to meet City of Phoenix standards.
11. Right-of-way shall be dedicated and constructed for the west side of 47th
Avenue, as required by the approved master street plans. SHOULD A
REQUEST BE SUBMITTED TO ABANDON 47TH AVE, IT SHALL BE
CONSIDERED THROUGH A FORMAL HEARING PROCESS PRIOR TO OR
CONCURRENT WITH THE TIA AND APPROVED MASTER STREET PLAN.
12. A minimum 60-feet of right-of-way shall be dedicated and constructed for the
full limits of 55th Avenue.
13. All modified median landscaping deviating from City of Phoenix standard
landscape requirements shall be privately maintained and identified on the
approved master street plan and associated plats.
14. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on
the east side of 51st Avenue, south of Estrella Drive. Construction of the multi-
use trail shall be to City standards.
15. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on
the north side of Estrella Drive, WEST OF 51ST AVENUE. Construction of the
multi-use trail shall be to City standards.
16. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on
the south and west sides of Gila Foothills Parkway, as depicted on Exhibit 11 –
Conceptual Trail Plan. Construction of the multi-use trail shall be to City
standards.
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17. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on
the north side of 55th Avenue, connecting to 51st Avenue. Construction of the
multi-use trail shall be to City standards.
18. The developer shall convey land, if necessary, located at the end of Gila
Foothills Parkway as a trailhead to South Mountain Preserve, as modified and
approved by the Parks and Recreation Department and Planning and
Development Department. The final acreage and configuration of the property
to be conveyed, along with timing of the conveyance, shall be mutually agreed
upon by the developer, the Parks and Recreation Department, and Planning
and Development Department.
19. The developer shall enter into a development agreement with the City
regarding the location and construction of a parking lot for the trailhead at the
end of Gila Foothills Parkway, as approved or modified by the Parks and
Recreation Department and Planning and Development Department.
20. The developer shall underground existing electrical utilities within the public
right-of-way that are impacted or require relocation, excluding 69kv or larger, as
part of this project. The developer shall coordinate with the affected utility
companies for their review and permitting.
21. Existing irrigation facilities along all public streets are to be undergrounded and
relocated outside of City right-of-way, UNLESS OTHERWISE APPROVED BY
THE STREET TRANSPORTATION DEPARTMENT. Contact SRP to identify
existing land rights and establish the appropriate process to relocate the facility.
Relocations that require additional dedications or land transfer require
completion prior to obtaining plat and/or civil plan review approval, or as
approved by the Planning and Development Department.
22. ALL MAJOR PUBLIC INFRASTRUCTURE SHALL BE CONSTRUCTED AS
PART OF THE FIRST PHASE OF CONSTRUCTION, SUBJECT TO A
DEVELOPMENT AGREEMENT WITH THE CITY OF PHOENIX AND AN
UPDATED STREETS MASTER PLAN, INCLUDING THE FOLLOWING: 51ST
AVENUE FROM THE LOOP 202 FREEWAY ON THE SOUTH TO CARVER
ROAD; GILA FOOTHILLS PARKWAY; ESTRELLA DRIVE FROM THE LOOP
202 FREEWAY ON THE WEST TO 47TH AVENUE; 47THE AVENUE
ADJACENT TO THE SITE (UNLESS ABANDONED); AND 55TH AVENUE AS
REQUIRED BY THE CITY OF PHOENIX. THIS WILL ALSO INCLUDE ANY
REQUIRED WATER, SEWER, AND STORMWATER INFRASTRUCTURE.
23. THE PROPOSED “COUNTY LANE” SHALL BE SHIFTED SO AS NOT TO
DIRECTLY ALIGN WITH THE FRONT ENTRY OF ANY EXISTING
RESIDENTIAL HOMES. THE FINAL LOCATION SHALL BE DETERMINED
AT THE TIME OF MASTER STREET PLAN, AS APPROVED BY THE
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Z-53-22-8 Laveen Village Planning Committee Backup Memo
March 16 18, 2024
PLANNING AND DEVELOPMENT DEPARTMENT AND THE STREET
TRANSPORTATION DEPARTMENT.
22. The developer shall construct all streets within and adjacent to the development
24. with paving, curb, gutter, sidewalk, curb ramps, streetlights, median islands,
landscaping and other incidentals, as per plans approved by the Planning and
Development Department. All improvements shall comply with all ADA
accessibility standards.
23. If determined necessary by the Phoenix Archaeology Office, the applicant shall
25. conduct Phase I data testing and submit an archaeological survey report of the
development area for review and approval by the City Archaeologist prior to
clearing and grubbing, landscape salvage, and/or grading approval.
24. If Phase I data testing is required, and if, upon review of the results from the
26. Phase I data testing, the City Archaeologist, in consultation with a qualified
archaeologist, determines such data recovery excavations are necessary, the
applicant shall conduct Phase II archaeological data recovery excavations.
25. In the event archaeological materials are encountered during construction, the
27. developer shall immediately cease all ground-disturbing activities within a 33-
foot radius of the discovery, notify the City Archaeologist, and allow time for the
Archaeology Office to properly assess the materials.
26. Prior to final site plan approval, the landowner shall execute a Proposition 207
28. waiver of claims form. The waiver shall be recorded with the Maricopa County
Recorder's Office and delivered to the City to be included in the rezoning
application file for record.
29. THE PROPERTY OWNER, OR DESIGNEE, SHALL PROVIDE ANNUAL
LAND DEVELOPMENT UPDATES ON THE STATUS OF DEVELOPMENT
WITHIN THE PUD TO THE LAVEEN VILLAGE PLANNING COMMITTEE
UNTIL ALL LAND IN THE HUB CHARACTER AREA AND DEVELOPMENT
UNITS 9A AND 9B HAVE PRELIMINARY SITE PLAN APPROVAL.
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ATTACHMENT D
Village Planning Committee Meeting Summary
Z-53-22-8
INFORMATION ONLY
Date of VPC Meeting November 14, 2022
Request From S-1, S-1 (Approved C-2 PCD), S-1 (Approved R-2 PCD),
S-1 (Approved R-3 PCD), S-1 (Approved R-3A PCD), S-
1 (Approved R1-10 PCD), S-1 (Approved R1-18 PCD),
S-1 (Approved R1-8 PCD), S-1 (Approved RH/R1-10
PCD)
Request To PUD
Proposed Use PUD to allow single and multifamily residential,
commercial uses, and some commerce park
Location Approximately 860 feet south of the southwest corner of
51st Avenue and Carver Road
VPC DISCUSSION:
Item No. 5 (GPA-LV-3-22-8) and Item No. 5 (Z-53-22-8) are companion cases and
were heard together.
19 members of the public registered to speak on these items. Six of these members
of the public donated time to another individual.
APPLICANT PRESENTATION
Wendy Riddell, representing the applicant with Berry Riddell, introduced herself and
the Gila Foothills PUD project located on approximately 270 acres. Ms. Riddell
discussed the site location along the Loop 202 freeway and existing zoning. Ms. Riddell
discussed the Tierra Montana PCD, stating that the current proposal maintains the
existing entitlement of 1,700 dwelling units already approved on the site. Ms. Riddell
discussed the Minor General Plan Amendment requested and stated that a 50-foot-wide
landscape buffer is proposed along portions of the site next to residential uses. Ms.
Riddell stated that five character areas are proposed as part of the PUD case, including:
Commercial, Employment, Resort, Resort Residential, and Residential. Ms. Riddell
discussed each of the character areas, noting that billboards are proposed, in addition
to agrarian-themed residential design and an electric-vehicle focused auto sales
campus. Ms. Riddell stated that this would help further the City’s Electric Vehicle
Roadmap and would have a positive tax benefit for the city. Ms. Riddell discussed a
proposed trailhead along the southwest portion of the site that would lead into South
Mountain Regional Park. Ms. Riddell discussed community outreach conducted so far
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November 14, 2022
and will be hosting an in-person neighborhood meeting on December 5, 2022 at the
Estrella Foothills Global Academy starting at 6pm.
PUBLIC COMMENT
Miguel Angel Meraz lives in the area and is concerned with traffic. Mr. Meraz owns
horses and feels that this development is not compatible with the area. Mr. Meraz
added that traffic is horrible now and would get worse with this development.
Steven Ramirez understands the desire of this developer but has many concerns
including the ongoing water shortage which led to the City asking residents to conserve
water. Mr. Ramirez also has concerns with car dealerships and traffic potential, in
addition to public safety. Mr. Ramirez stated that road widening and redoing the
interchange at Estrella Drive will be needed. Mr. Ramirez stated that building height is
of concern as it would block the views of the mountains. Mr. Ramirez would accept a
maximum height of 2 stories and 30 feet, but also has concerns over increased light
pollution in the area. Mr. Ramirez added that the increased tax revenue will not benefit
this area of the city.
Timothy Cutright has lived in the area for 25 years and feels that there is an
opportunity to do something unique with the property on 51st Avenue. Mr. Cutright feels
that the auto mall use is not appropriate at this location and no development should
occur until the intersection of Estrella Drive and 51st Avenue is improved due to existing
traffic issues. Mr. Cutright takes his child to the school near this intersection and traffic
is a nightmare.
Sabrina Daniels expressed safety concerns with increased crime and homelessness in
the area. Ms. Daniels is concerned with increased vehicular traffic and worsening safety
in the area.
Dan Penton discussed a few slides provided to staff ahead of the meeting. Mr. Penton
stated that an urban-heat island would be created by this development. Mr. Penton
stated that this area is unique and unlike any other in the Valley. Mr. Penton stated that
proposing 160 acres of parking lots will cause increased heat and more noise. Mr.
Penton stated that proposing high-intensity development in an area that is very rural is
not compatible. Mr. Penton discussed the town of Carmel, Indiana, where pedestrian
gathering places were developed which encouraged the community to meet. Mr. Penton
stated that this development should consider more commercial uses like grocery stores,
an enclosed vehicle testing facility, and other uses to create a destination. Mr. Penton
discussed the Tierra Montana plan and the trail network in the area. Mr. Penton stated
that other facilities could be part of the Resort, connecting places in Laveen to shopping
and recreation to create a destination.
Maria Reagin discussed park and trail networks in the area, noting that she rides
horses near the project site. Ms. Reagin noted that there is no way to guarantee that no
gas-powered vehicles will be sold in the proposed auto mall. Ms. Reagin discussed
rising crime rates in the area due to gas stations and bus stops. Ms. Reagin stated that
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Laveen Village Planning Committee
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November 14, 2022
a truck stop would lead to more crime in the area. Ms. Reagin stated that there are lots
of auto dealerships in the area.
Lex Davis opposes these two cases due to incompatibility with the character of the
area. Ms. Davis stated that the area is natural and rural, and this project would create
more crime, pollution, and vehicular accidents in the area. Ms. Davis added that the
Laveen character would change and would no longer be a peaceful place, leading to
more urbanization and related issues.
Galo Barzola echoes the comments provided. Mr. Barzola described witnessing
criminal activities taking place in the community, adding that more commercial uses
lead to rising crime. Mr. Barzola stated that a truck stop and automobile dealership
proposals are not compatible. Mr. Bazola stated that the community does not need
more digital signage and wants more trails. Mr. Barzola described this proposal as not
favoring the community.
Rod Grimes lives in the area and agrees with the comments made. Mr. Grimes stated
that an auto mall is not compatible as Laveen is a bedroom community that people seek
to get away from the city and not be next to commercial development. Mr. Grimes
agrees with the comments made by Lex Davis.
Phil Hertel finds numerous issues with the proposed PUD case. Mr. Hertel stated that
the applicant needs to break up the approval into various phases, as each phase has
many pieces that need to be reviewed carefully. Mr. Hertel suggested having an in-
person open house meeting as there is not enough detail provide with this proposal. Mr.
Hertel wants to understand the proposal in more detail before declaring his stance on
the cases. Mr. Hertel wants to have in-person meetings, not virtual meetings.
David Garrett has lived in the area for 19 years and discussed existing utility and canal
easements in the area. Mr. Garrett stated that properties west of 51st Avenue should be
residential and that a truck stop would not be compatible with the area. Mr. Garrett has
concerns with increased building or billboard height and lighting impacts from billboards.
Mr. Garrett is opposed to this project.
Charlie McNeely has lived in the area for many decades, as he moved here to enjoy
the natural beauty, farming, and the solitude. Mr. McNeely stated that this proposal is
across his home and discussed existing commercial uses in the area. Mr. McNeely
stated that there are no auto malls next to residential in other cities. Mr. McNeely stated
that there are schools in the area and is concerned with student safety. Mr. McNeely
does not support any heights above 20 feet and does not support billboards either.
Anthony Houston, on behalf of Cassidy Houston, moved to the area to not have to
worry about some of the uses being proposed by this project such as auto malls or truck
stops. Mr. Houston stated that the auto mall is not an opportunity for all and that jobs
will be lost to automation. Mr. Houston has traffic concerns and is not in favor of uses
that will not preserve the Laveen area or will take away from the Village.
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November 14, 2022
COMMITTEE QUESTIONS
Rebecca Perrera asked for clarification on traffic signal locations. Ms. Riddell
responded that this is still being looked at.
Carlos Ortega asked the Chair to clarify the role of the Laveen Village Planning
Committee to the community members present. Chair Glass agreed to do so later in
the discussion.
Dean Chiarelli asked for clarification on the concept of a Resort use as sometimes
these uses can be exclusionary. Mr. Chiarelli also asked whether the developer would
install electric vehicle chargers in each home without being required to do so. Mr.
Chiarelli appreciated the community input provided regarding the character of the area
and shares concerns with the effects of asphalt in Laveen. Mr. Riddell responded that
the resort is envisioned with a housing and hotel element but will be redefined later in
the process.
COMMITTEE DISCUSSION
Stephanie Hurd stated that the Village Planning Committee is an advisory board, and
the applicant took time to explain the project before a recommendation is made in the
future. Ms. Hurd expressed the importance of multi-use trail alignments in the area.
Vice Chair Abegg stated that this is the start of the project and encouraged the public
to remain involved. Ms. Abegg stated that this is a situation where the farmer is selling
his land willingly and VPC members should meet with the applicant. Ms. Abegg would
like to see a detailed land use list, such as an auto mall only for electric vehicles and not
gas-powered vehicles. Ms. Abegg agrees with Mr. Chiarelli and wants to see the
community support uses they want to see in Laveen and the developer work towards
developing uses to make these an asset for Laveen residents.
Chair Glass stated that community input is necessary and thanked the community for
their comments. Planned Unit Development or PUD cases incorporate more community
input, but the PUD process can be cumbersome. Ms. Glass stated that some items are
out of the VPC’s hands and encouraged the community to attend the community
meetings and give input. Ms. Glass stated that the applicant and community need to sit
at the table and discuss details of the project such as land uses, sign locations,
standards, and do research. Ms. Glass added that the Village Planning Committee is an
advocate for the community, but the community should also attend the various
meetings.
Carlos Ortega stated that plainly saying no is not an answer that typically works and
instead the community should provide more input on the project. Mr. Ortega would also
like the Council Offices to hear the input from the community and VPC members.
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November 14, 2022
Chair Glass asked the applicant to continue working with the community on the project.
Ms. Riddell responded that they would continue to refine uses and encourage the
public to attend their meetings.
Vice Chair Abegg stated that VPC members were appointed to make
recommendations and that sometimes the Council District offices will reach out to VPC
members with questions and to get their input. Ms. Abegg added that the City Council
receives the recommendations made by the VPC members. Ms. Abegg encouraged
staff to reach out to the applicant to ensure that there is no quorum of Laveen VPC
members at the upcoming public meeting on December 5, 2022.
Chair Glass encouraged the community to not give up and not to give in, plus provide
comments on what they want to see on the project.
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Village Planning Committee Meeting Summary
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Date of VPC Meeting February 12, 2024
Request From S-1, S-1 (Approved C-2 PCD), S-1 (Approved R-2 PCD),
S-1 (Approved R-3 PCD), S-1 (Approved R-3A PCD), S-
1 (Approved R1-10 PCD), S-1 (Approved R1-18 PCD),
S-1 (Approved R1-8 PCD), S-1 (Approved RH/R1-10
PCD)
Request To PUD
Proposal Planned Unit Development to allow single and
multifamily residential, commercial uses, and some
commerce park
Location Approximately 860 feet south of the southwest corner of
51st Avenue and Carver Road
VPC Recommendation Continuance to March 18, 2024
VPC Vote 8-0
VPC DISCUSSION:
Item No. 4 (GPA-LV-3-22-8) and Item No. 5 (Z-53-22-8) were heard together.
14 members of the public registered to speak on this item.
Staff Presentation (Overall and Hub Character Area):
Nayeli Sanchez Luna, staff, presented an overview of GPA-LV-3-22-8 and Z-53-22-8.
Mrs. Sanchez Luna discussed the location of the site, the requested zoning
designation, and the surrounding land uses. Mrs. Sanchez Luna provided an overview
of the proposed development including the different development units and character
areas. Mrs. Sanchez Luna summarized the staff findings, correspondence, providing
the staff recommendation and proposed stipulations. Mrs. Sanchez Luna concluded
the presentation by providing an overview of the Hub Character area noting the
allowed uses, height, and design.
Applicant Presentation (Overall and Hub Character Area):
Wendy Riddell, representing the applicant with Berry Riddell, LLC, began the
presentation by providing the history of the subject site including the Tierra Montana
PCD. Ms. Riddell summarized the number of acres, proposed uses, and noted the
allowed number of residential units under the Tierra Montana PCD. Ms. Riddell noted
similar developments in Gilbert and Scottsdale and summarized the future
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Laveen Village Planning Committee
Meeting Summary
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February 12, 2024
development forecast for Laveen. Ms. Riddell summarized the EV focused auto
campus and added that the subject site was one of the last allowed areas within the
City to allow numerous automobile dealerships. Ms. Riddell stated that the proposed
development would generate revenue and employment opportunities for Laveen. Ms.
Riddell added that the PUD proposes numerous improvements such as a trailhead,
infrastructure, and water conservation. Ms. Riddell provided statistical information that
supported a hospital in Laveen and noted the reduction in proposed height and
setback provisions when adjacent to the existing Tierra Montana development. Ms.
Riddell noted that any additional units will have to return to the committee for a
recommendation via the PHO process. Ms. Riddell summarized the proposed
improvements on Estrella Drive, 47th Avenue, 51st Avenue, and 55th Avenue. Ms.
Riddell noted the proposed height for auto-mall uses and added the allowed use for
off-premise signage.
Community Presentation by John Bzdel (Overall and Hub Character Area):
John Bzdel presented the Character Plan for the Laveen Village and noted the rural
characteristics highlighted in the plan. Mr. Bzdel summarized the stipulations found in
the existing zoning designation for Tierra Montana that focused on limited height, lot
widths, preservation of equestrian character, and restrictions for resort uses. Mr. Bzdel
stated that there were only two development areas which included commercial and
low density residential/resort uses. Mr. Bzdel summarized compatible communities
found adjacent to the purposed development which maintain scenic views. Mr. Bzdel
added that the proposed development is not located within the core. Mr. Bzdel
provided an overview of the Land Use and Design Principles found in the General
Plan and reiterated the rural character of Laveen. Mr. Bzdel voiced his opposition for
the proposed landscaping on 47th Avenue and proposed height. Mr. Bzdel concluded
his presentation by stating that the current PUD proposal should not be approved until
modifications are made.
Questions From the Committee (Overall and Hub Character Area):
Chair Linda Abegg noted that the committee follows open meeting laws thus
discussion on the case has not occurred outside of a public setting. Chair Abegg
suggested committee members to voice their opinions, questions, and possible
stipulations so that the applicant could discuss them with staff and a recommendation
could be made at the next meeting. The committee voiced their agreement. Chair
Abegg suggested reducing the maximum height to 40 feet, reducing the maximum
number of units to 1,200, supporting density adjacent to the hospital, limiting 20
percent of the total subject site for residential uses, prohibiting self-service storage, all
multifamily development returning to the committee via the PHO process, and
infrastructure to be completed in Phase I. Chair Abegg added that she would like a
land use percentage and density tracker. Chair Abegg noted that she would like to see
numerous changes in the Hub Character Area. Chair Abegg stated that those changes
included, a setback of 900 feet for any hospital when adjacent to Tierra Montana, if an
auto-mall is not developed then any development must go through the PHO process.
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Laveen Village Planning Committee
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February 12, 2024
Chair Abegg added that she would like the auto-mall to include all sustainability
features found in the PUD Narrative, and asked staff questions regarding existing
stipulation language. Chair Abegg stated that she would like the PUD to have one EV
line or alternative fuel source vehicles.
Patrick Nasser-Taylor voiced his support for all the proposed modifications presented
by Chair Abegg. Mr. Nasser-Taylor proposed a height limitation of 70-feet for the
hospital and a 30-foot height restriction for Development Unit 6. Mr. Nasser-Taylor
asked why the auto-mall needed a maximum height of 56 feet. Mr. Naser-Taylor
added that the majority of auto dealerships were approximately two stories. Mr.
Nasser-Taylor asked why the applicant requested an auto dealership use out of the
hundreds of allowed uses in the Zoning Ordinance. Ms. Riddell noted that the
proposed auto-mall would bring employment to the village and that the subject site is
one of the few areas in the City that can accommodate an auto-mall. Mr. Nasser-
Taylor stated that he would like to see more than one line of EV or alternative fuel
vehicles. Ms. Riddell noted that the applicant is proposing an EV brand auto-mall
where people are encouraged to buy EV vehicles. Mr. Nasser-Taylor noted that
numerous dealerships are not 56 feet. Ms. Riddell stated that the 56 feet is required
for a parking garage to store vehicles for the auto-mall. Mr. Nasser-Taylor asked
where west of the Loop 202 and along the I-10 was there a 150-foot structure. Ms.
Riddell noted that her team could provide that information. Mr. Nasser-Taylor stated
that a 150-foot structure is not located anywhere in the area. Mr. Nasser-Taylor voiced
his concerns regarding the proposed 120-foot hospital in a rural environment. Ms.
Riddell noted that only the tower of the hospital would be allowed a height of 120 feet.
Mr. Nasser-Taylor noted that the applicant is proposing a lot of uses on a small piece
of land.
Rebecca Perrera stated that the committee should collaborate to modify the PUD to
better serve the community now and in the future.
Carlos Ortega stated that one of the best things that happened in Laveen was the full
construction of Baseline Road prior to development. Mr. Ortega noted that the PUD is
proposing to build all major infrastructure before development. Mr. Ortega voiced his
support for street development prior to any development.
Francisco Barraza stated that his questions were answered.
JoAnne Jensen requested more information regarding the approval letter presented
by John Bzdel and the relationship between those stipulations and the ones proposed
by the PUD. Ms. Jensen voiced her concern with the proposed density, lack of single-
family residential development and requested pawn shops and truck stops to be
prohibited in the PUD. Ms. Riddell noted that truck stops were prohibited and that
they would add pawn shops to the prohibited list. Ms. Riddell noted that the approval
letter is from the Tierra Montana PCD that would have allowed a higher density than
what is proposed in the PUD. Ms. Riddell added that the freeway has modified the
proposed land uses in the area.
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Jennifer Rouse noted that the Laveen community has evolved over the years and the
freeway has contributed to the change. Ms. Rouse voiced her concern regarding the
proposed multifamily adjacent to single-family residential and possible traffic
congestion on Estrella Drive and 51st Avenue. Ms. Rouse added that the Level 1
Trauma Center hospital would likely have a helicopter pad but noted the need for a
hospital that would serve Laveen and Ahwatukee.
Vice Chair Stephanie Hurd stated that she would like Laveen to be sustainable, so
individuals didn’t have to leave the village. Vice Chair Hurd added that she has done
research on the proposed hospital and asked for verification regarding the 52 million
tax revenue. Christine Mackay, the Community and Economic Development
Department Director, stated that auto-malls located in other cities have generated a lot
of revenue for infrastructure. Ms. Mackay understood Laveen’s desire for high-retail
and restaurants and noted that the proposed PUD would allow for both retail and
services within the village. Ms. Mackay summarized a restaurant tour that the
Department had and added that the proposed auto-mall and hospital will attract the
retail uses. Ms. Mackay noted that the proposed hospital height was to accommodate
for all services such as emergency, surgery, out-patient services, and pharmacy. Ms.
Mackay added that different hospitals accept different types of insurances allowing for
more choices to residents. Ms. Mackay stated that the hospital would also attract more
retail opportunities which would help create a sustainable Laveen. Vice Chair Hurd
asked if there was a way to guarantee an upscale resort. Ms. Mackay stated that the
proposed resort would have numerous amenities and noted that the proposed
trailhead adjacent to the South Mountain Park would support a high-end resort.
Public Comment (Overall and Hub Character Area):
Dan Penton stated that he would like to see a smaller auto-mall footprint and reduce
the amount of asphalt utilized for all the dealerships. Mr. Penton asked how the testing
routes would be enforced and noted that EV vehicles are heavier and asked how
infrastructure would support the extra weight.
Phil Hertel, representing the LCRD, noted that a traffic study has not been completed,
as well as an environmental and noise study. Mr. Hertel noted that the proposed high-
density development is not compatible for the area. Mr. Hertel noted that the LCRD
had concerns with the lack of studies, distance between hospitals, and lack of details
in the PUD. Mr. Hertel noted that the LCRD requested the case be continued before a
recommendation is made.
Mr. Hertel stated that the following comments were not a representation of the LCRD.
Mr. Hertel asked how the applicant would enforce the stipulation requiring one line of
EV or alternative fuel vehicles. Mr. Hertel asked for more information regarding the
auto-mall as a funding mechanism. Mr. Hertel asked for clarification if the proposal
included one hospital or multiple and voiced his concerns with the proposed cul-de-
sac and traffic counts on Estrella Drive. Mr. Hertel noted that more information was
needed.
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Carmen Terrell voiced her concerns regarding the water shortage. Ms. Terrell asked
for the rural character be respected and preserved.
Jen Leitch stated that the proposed auto-mall is not for Laveen but for a much larger
area. Ms. Leitch stated that the auto-mall would attract of people outside of Laveen
and not serve the village.
Applicant Response (Overall and Hub Character Area):
Ms. Riddell noted that the proposed cul-de-sac would significantly limit the number of
vehicles on Estrella Drive. Ms. Riddell added that the traffic counts were from the
traffic study conducted. Mr. Ortega asked for more information. Jamie Blakeman,
with the applicant’s team, stated that they have received an approval letter for the
traffic study from the Street Transportation Department. Ms. Blakeman noted that the
traffic counts are in association with the proposed land uses and the current and
proposed road infrastructure.
Committee Discussion (Overall and Hub Character Area):
Chair Abegg noted that she would like to continue the discussion and identify the key
issues within the PUD. Chair Abegg asked if the committee was in supported of the
proposed 120-foot hospital. Chair Abegg noted that hospitals are important, especially
a Level 1 Trauma Center. Mr. Barraza voiced his agreement on the hospital. Mr.
Barraza noted that firefighters spend more time on the road traveling because there
are no hospitals in the area. Ms. Jensen stated that a hospital is needed. Ms. Jensen
noted that the hospital should be located closer to the freeway. Chair Abegg asked if
Committee Member Jensen supported the 900-foot building setback for the hospital.
Ms. Jensen agreed. Ms. Rouse noted that there should be multiple hospitals to offer
services, so people don’t need to travel downtown. Vice Chair Hurd stated that she
was mostly supportive of the proposed setback but would like to allow some leniency.
Mr. Nasser-Taylor noted that he researched numerous hospitals in surrounding cities.
Mr. Nasser-Taylor added that hospital administrators have stated that hospitals are not
typically 120-feet. Ms. Perrera understood the concerns with the proposed height. Ms.
Perrera noted that only a portion of the development unit would be for a hospital. Ms.
Perrera asked for possible revisions to the PUD. Mr. Ortega noted a flooding event
that occurred in the community and stated that people had to go downtown for a
hospital. Mr. Ortega added that a hospital is needed in the area. Mr. Ortega asked the
applicant to review the height of the Mayo hospital.
Chair Abegg asked if anyone had concerns with adding pawn shops to the prohibited
list. The committee voiced their agreement.
Chair Abegg mentioned the allowed heights for specific uses in the auto-mall districts
and additional step back provisions. Chair Abegg proposed a maximum percentage of
residential uses and density. Ms. Perrera stated that she would share her opinion
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during the next section of the meeting.
Chair Abegg reiterated some of the proposed changes including sustainability
standards, hospital setback, and height restrictions. Mr. Nasser-Taylor asked if they
could have another meeting to discuss the proposed changes. Chair Abegg noted
that the committee could not meet but asked members to voice their opinions
regarding the PUD. Ms. Perrera asked if a member could send an email to a few
members. Chair Abegg noted that a member could send an email to the entire
committee.
Chair Abegg noted that a few additional members of the public wished to speak.
Neritza Diaz-Cruz stated that she loved the rural character of Laveen. Ms. Diaz-Cruz
noted that there was no guarantee that the tax revenue would return to Laveen. Ms.
Diaz-Cruz added that she was opposed to the off-premises signage. Chair Abegg
noted that the development agreement would ensure that revenue is kept in Laveen.
Jeanette McDaniel stated that she wasn’t notified of the proposed PUD and asked for
more information regarding the notification process. Chair Abegg noted that this has
been proposed since 2022 and added that the developer followed the requirements by
the rezoning process. Ms. McDaniel stated that she lived in the heart of Laveen and
never received a notification. Ms. McDaniel asked why the proposed development was
not relocated on the other side of the freeway. Chair Abegg noted that the other side
of the freeway was the Gila River Indian School Reservation.
Win Kwok asked how a hospital would keep the certification of a Leven 1 Trauma
Center. Ms. Kwok stated that all the added asphalt would cause a negative effect in
the area and add to the urban heat island effect. Ms. Kwok asked regarding water
conservation and if the existing infrastructure was able to sustain EV vehicles such as
electricity for charging stations and the proposed hospital.
T.J. Henshau noted that the subject site is located within an existing echo chamber
and stated that there isn’t any commercial development east of 51st Avenue. Mr.
Henshau added that these commercial uses will bring noise, light, and traffic
congestion. Mr. Henshau shared that Laveen could benefit from other types of
commercial uses.
Staff Presentation (District Character Area):
Mrs. Sanchez Luna displayed the location of the District Character Area and
summarized the building step back height provisions. Mrs. Sanchez Luna noted the
landscape buffer, summarized the proposed design guidelines, and key features.
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Applicant Presentation (District Character Area):
Ms. Riddell noted the modern rural character for the District Character Area and
displayed numerous examples. Ms. Riddell noted the mixture of retail and multifamily
residential. Ms. Riddell summarized the building step backs when adjacent to the
existing Tierra Montana neighborhood and 51st Avenue. Ms. Riddell noted that they
are proposing a cul-de-sac on 55th Avenue to accommodate the concerns heard by
the Tierra Montana community. Ms. Riddell noted that the Street Transportation
Department did not support a cul-de-sac on 55th Avenue.
Questions From the Committee (District Character Area):
Chair Abegg stated that she had concerns with the proposed height in Development
Unit 5 and proposed a larger step back on 51st Avenue. Chair Abegg noted that she
agreed with the comments received by the Street Transportation Department and
requested 55th Avenue to connect rather than ending in a cul-de-sac.
Mr. Nasser-Taylor voiced his concerns regarding the Public / Quasi-Public
designation removal in this area. Ms. Riddell noted that the designation was part of
the Tierra Montana PCD and originally was going to be a school facility. Ms. Riddell
added that the school was already built, just in a different location. Ms. Perrera noted
that this was an issue where the existing land use entitlements didn’t match the
General Plan Land Use Map.
Ms. Perrera had concerns regarding the proposed three left turns for school drop-off.
Ms. Riddell noted that the proposed road structure is based on community concerns.
Vice Chair Hurd voiced her agreement with the comments provided by the Street
Transportation Department.
Public Comment (District Character Area):
Mr. Penton stated that multifamily housing is not being utilized in the City and would
like to see more retail uses. Mr. Penton noted that he would be supportive of
restaurants, grocery stores, or a large open space area.
Ms. Terrell voiced her concerns regarding water usage and stated that she would like
to see development under the existing zoning designations.
Mr. Hertel asked for clarification on modern rural architecture and added that the
displayed renderings were more modern than rural. Mr. Hertel noted that there should
be a limitation in multifamily development and that he would like to see more
townhomes or single-family attached development in this area.
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Committee Discussion (District Character Area):
Chair Abegg asked committee members if they agreed with building out 55th Avenue.
Mr. Nasser-Taylor noted that more discussion was required regarding 55th Avenue
because of the intensity of the proposed development and the concerns from the
community.
Mr. Ortega asked how many multifamily housing developments are needed in Laveen.
Ms. Riddell displayed the population and housing forecast for the City. Ms. Riddell
noted that Laveen is going to require a significant number of housing to support a
forecasted growth of 30,000 residents. Mr. Ortega asked what would occur if the
forecast changes and suggested a stipulation to allow for other uses if housing is no
longer needed. Ms. Perrera noted that there was a concern of approved multifamily
housing in Laveen that hasn’t been built.
Ms. Jensen stated that there was approximately 10,000 units that have been
approved but haven’t been built. Ms. Jensen voiced her support for neighborhood
retail or single-family residential. Ms. Jensen noted that she was not opposed to
townhomes or single-family attached development.
Ms. Rouse agreed with Committee Member Jensen’s comment regarding attached
single-family housing. Ms. Rouse noted her concerns regarding 55th Avenue and the
agreement with the community.
Vice Chair Hurd noted the loss of commercial land to multifamily development. Vice
Chair Hurd stated that she was opposed to multifamily and self-storage. Vice Chair
Hurd added that if Laveen had all the commercial required to support the community,
then she would support additional housing. Vice Chair Hurd suggested a hotel
adjacent to the hospital.
Chair Abegg noted that the majority of the committee was in favor of 55th Avenue
connecting to the proposed development. Chair Abegg suggested reducing the
maximum height for residential to 40 feet. Chair Abegg noted that she would like to
add single-family as a permitted use. Ms. Riddell noted that single-family is allowed.
Mr. Ortega requested a stipulation to require all multifamily development to go through
the PHO process.
Staff Presentation (Foothills Character Area):
Mrs. Sanchez Luna displayed the location of the Foothills Character Area and
summarized the building step back height provisions and allowed uses. Mrs. Sanchez
Luna noted the landscape buffer, summarized the proposed design guidelines, and
key features including the proposed resort and trailhead at South Mountain Park.
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Applicant Presentation (Foothills Character Area):
Ms. Riddell noted the proposed natural character of the area. Ms. Riddell stated the
allowed uses in each development unit and summarized the requirements of a resort.
Ms. Riddell displayed examples of proposed resort types and noted that approximately
50 acres would be preserved for a resort use. Ms. Riddell noted that if anything
outside of a resort is proposed, then they would be required to return through the PHO
process. Ms. Riddell summarized the proposed modification to Development Unit 8
which would limit the density when adjacent to large lot single-family development on
Estrella Drive and 47th Avenue. Ms. Riddell displayed the proposed modifications to
47th Avenue to maintain the rural road but noted that the Street Transportation
Department does not support the modification.
Committee Discussion (Foothills Character Area):
Chair Abegg voiced her concerns regarding Estrella Drive but was unsure of a proper
solution. Chair Abegg stated that she would like to move the “County Lane” and
agreed with the applicant’s modification to 47th Avenue. Chair Abegg stated that she
would like to reduce the density Development Unit 8 to 3 du/acre adjacent to Estrella
Drive and 47th Avenue and the remainder to 14 du/acre. Chair Abegg suggested
limiting the office uses to professional offices. Chair Abegg would like the resort time
stipulation to be modified to five years of the dedication of Gila Foothills Parkway and
development of the trailhead. Chair Abegg provided an alternative step back provision
and suggested a stipulation for the last off-premise sign adjacent to the resort.
Mr. Barraza voiced his agreement regarding Estrella Drive and the time stipulation in
relation to the resort.
Ms. Jensen voiced her agreement. Ms. Jensen noted that Estrella Drive and 47th
Avenue should be modified to alleviate the community’s concerns.
Vice Chair Hurd agreed with the proposed 3 du/acre along Estrella Drive and 47th
Avenue. Vice Chair Hurd requested modifying landscaping in the buffer to include
more cacti rather than trees. Vice Chair Hurd stated more discussion was required for
Estrella Drive.
Mr. Nasser-Taylor agreed with all the comments proposed by the committee,
particularly supporting single-family.
Ms. Perrera agreed with the comments regarding single-family residential. Ms.
Perrera noted the development agreement stipulation and suggested a possible
shared parking area for the resort and trailhead. Ms. Riddell noted that they are
encouraging shared parking areas.
Mr. Ortega asked if the trailhead was going to have parking and facilities available to
individuals prior to the construction of the resort. Ms. Riddell noted that they have had
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several conversations regarding the development of the trailhead with the Parks
Department.
Public Comment (Foothills Character Area):
Mr. Penton voiced his concerns regarding the environmental impacts including wildlife
and vegetation. Mr. Penton voiced his support for the purposed trailhead.
Mr. Hertel agreed with Mr. Penton’s comments. Mr. Hertel noted that there is a
housing shortage in Laveen based on the forecast presented by the applicant.
Eugenio Gutierrez voiced his concerns regarding vandalism at the proposed
trailhead. Mr. Gutierrez voiced his support for 3 du/acre and supported a reduction in
density when in relation to the resort.
Dave Garrett displayed the existing street infrastructure and noted the safety
concerns. Mr. Garrett added that 51st Avenue needed to be widened to accommodate
the proposed development.
Alice Williams noted that there were numerous livestock uses in the area. Ms.
Williams added that the proposed multifamily development would not be compatible
with the surrounding uses and that she does not want to receive complaints regarding
noise and odor.
Mr. Bzdel on behave of Jennifer Spicer stated that she moved to the area specifically
because of the large open fields. Mr. Bzdel noted that she would have not moved to
the area if the zoning was going be changed to allow for high intensity commercial.
Maria Reagin noted that an environmental study has not been conducted. Ms. Reagin
added that the proposed development would add to the urban heat island and that
there hasn’t been a noise study for the proposed development.
Ms. Terrell reiterated her concerns regarding water conservation. Ms. Terrell
requested the preservation of the rural character.
Mr. Henshau noted that the General Plan Land Use Map designation supported large
lot single-family development. Mr. Henshau stated that this should require a Major
Amendment to the General Plan. Mr. Henshau stated that the case needed to be put
on hold until all the issues are resolved.
Lauren Grove stated that this was one of the most scenic corridors in the City. Mr.
Grove referenced the Laveen Character Plan which supported the protection of views.
Mr. Grove noted that he did not receive any notification regarding the proposed PUD,
nor did anyone come to his property to discuss.
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Community Discussion (Foothills Character Area):
Chair Abegg noted the community’s concerns regarding density and timeline for the
proposed resort. Chair Abegg stated that the committee agrees to the community’s
modifications to 47th Avenue and Estrella Drive. Chair Abegg asked if any additional
items needed to be addressed. Ms. Jensen asked how these modifications would be
shared with the rest of the committee. Chair Abegg stated that the notes would be
provided to the applicant and staff in order for all of the issues to be discussed and
addressed before the next meeting. Chair Abegg suggested having small meetings
with the applicant and staff.
Ms. Perrera asked when the development agreement would be completed. Ms.
Mackay stated that the development agreement would depend on the rezoning
approval and further discussions with the developer.
Motion:
Jennifer Rouse motioned to continue Z-53-22-8 to the March Laveen Village Planning
Committee meeting. Francisco Barraza seconded the motion.
Vote:
8-0, motion to continue Z-53-22-8 passed with Committed Members Barraza, Jensen,
Nasser-Taylor, Ortega, Perrera, Rouse, Hurd, and Abegg in favor.
Staff comments regarding VPC Recommendation:
None.
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Date of VPC Meeting March 18, 2024
Request From S-1, S-1 (Approved C-2 PCD), S-1 (Approved R-2 PCD),
S-1 (Approved R-3 PCD), S-1 (Approved R-3A PCD), S-
1 (Approved R1-10 PCD), S-1 (Approved R1-18 PCD),
S-1 (Approved R1-8 PCD), S-1 (Approved RH/R1-10
PCD)
Request To PUD
Proposal Planned Unit Development to allow single and
multifamily residential, commercial uses, and some
commerce park
Location Approximately 860 feet south of the southwest corner of
51st Avenue and Carver Road
VPC Recommendation Approved per the staff memo with modifications and
additional stipulations
VPC Vote 8-0
VPC DISCUSSION:
Item No. 3 (GPA-LV-3-22-8) and Item No. 4 (Z-53-22-8) were heard together.
13 members of the public registered to speak on this item.
Staff Presentation:
Nayeli Sanchez Luna, staff, presented an update on the correspondence received for
GPA-LV-3-22-8 and Z-53-22-8. Mrs. Sanchez Luna summarized the concerns and
noted that the applicant has worked with the community and requested modifications
and additional stipulations. Mrs. Sanchez Luna concluded the presentation by stating
that the memo contained the updated stipulations for Gila Foothills PUD.
Applicant Presentation:
Wendy Riddell, representing the applicant with Berry Riddell, LLC, began the
presentation by summarizing the proposed changes to the stipulations for Z-53-22-8.
Ms. Riddell listed the modifications including reducing the height, requiring
development to return through the Planning Hearing Officer, changes in density,
improvements for 47th Avenue, and commitment to add Fire and Police Department
resources. Ms. Riddell concluded the presentation by reiterating their commitment to
working with the community.
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Questions From the Committee:
Patrick Nasser-Taylor noted that there had been significant changes to the proposal.
Mr. Nasser-Taylor asked for clarification on development units that allowed for a
maximum height of 56 feet. Ms. Riddell stated that Development Unit 2, 5 and 10
allowed for a maximum height of 56 feet.
Rebecca Perrera noted that the Laveen Meadows was an example of a development
that had reserved property for fire and police, but the services were never provided.
Ms. Perrera asked how they would ensure the development of a fire or police station
within the PUD. Ms. Riddell stated that any future development of a fire or police
station would be found in the development agreement. Ms. Riddell noted that they are
still working on finalizing the development agreement. Chair Linda Abegg
appreciated the commitment for a development agreement but noted that that would
not be part of the rezoning case. Ms. Perrera asked if they developer would still be
required to pay impact fees. Ms. Riddell confirmed.
Carlos Ortega stated that his major concern was street infrastructure and asked for a
time frame for when the roads would be completed. Ms. Riddell noted that that could
possibly occur within three years. Mr. Ortega wanted to ensure that all major street
infrastructure be constructed before development. Ms. Riddell clarified that it would
be about 10 years for all infrastructure to be developed. Mr. Ortega asked for a time
frame for 51st Avenue. Ms. Riddell noted that that would be determined at the time of
construction of development. Mr. Ortega stated that he did not want 51st Avenue to
have the same issues as Dobbins Road.
Francisco Barraza thanked the applicant for working with the community.
JoAnne Jensen thanked the applicant for working with the community. Ms. Jensen
asked why Stipulation No. 1.n was modified to delete self-service storage from the
prohibited use list. Ms. Riddell noted that the proposed stipulations would allow for
one self-service storage within the Hub Character Area. Ms. Jensen suggested
adding other items to the prohibited list such as liquor stores, smoke shops, and
cannabis shops. Ms. Riddell noted that the permitted C-2 zoning already had
provisions for uses such as alcohol sales and smoke shops and that additional
entitlements would be required for cannabis sales.
Jennifer Rouse noted that the applicant has worked extensively with the community
and appreciated all their compromises. Ms. Rouse added that a hospital is needed in
the community.
Vice Chair Stephanie Hurd voiced her opposition for the proposed multifamily. Vice
Chair Hurd thanked the applicant, the Chair, the committee, and the departments
involved in finalizing the stipulations found in the memo provided by staff.
Chair Linda Abegg thanked the applicant, committee, and community for their input.
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Chair Abegg summarized the stipulations in the memo and noted that she had some
concerns but would address them after public comment.
Public Comment:
John Bzdel stated that he opposed the proposed density in Development Unit 8. Mr.
Bzdel noted that the applicant promised 90-foot-wide lots and that he expected a lower
density and a maximum of 37 lots. Ms. Riddell stated that the proposed density
aligned with R1-18 development standards and that the lots were 90-feet wide with a
maximum of 39 lots. Mr. Bzdel noted that the density should be lower. Reid Butler,
with the applicant’s team, noted that all discussion referenced R1-18 development
standards. Mr. Bzdel wanted to ensure that there was a consensus between the
community and the developer.
Jeffrey Kling noted that the Laveen village is a pristine place to live. Mr. Kling voiced
concerns with the proposed development and noted the lack of density variation in the
PUD. Mr. Kling added that there hasn’t been any mention of an environmental impact
study, discussions with the Gila Indian Reservation, and noise studies.
Kim Henshaw voiced her appreciation for the progress on 47th Avenue and Estrella
Drive; however, she had concerns for other existing development adjacent to the site.
Ms. Henshaw noted that individuals would utilize streets rather than the Loop 202
Freeway, thus increasing traffic congestion in the area. Ms. Henshaw added that the
development would disrupt the rural community and that there were no provisions for
lighting, preserving dark skies, or preserving the rural character.
Jen Leitch voiced her opposition to having such a large development adjacent to
South Mountain. Ms. Leitch suggested density that would be compatible with the park.
Ms. Leitch added that the community did not receive the memo and asked for more
information on Carver Road. Ms. Leitch stated that there were no auto malls located
near other parks.
Paul Franckowiak stated that the development would cause traffic issues for Laveen.
Mr. Franckowiak added that the traffic would travel to Carver Road and Estrella Drive.
Mr. Franckowiak asked why this development was proposed in Laveen and added that
the explanation he has received is not sufficient to warrant such a large development.
Mr. Franckowiak stated that a hospital would be best in a location with existing
residential developments and that there was a lot of missing information.
Dan Loden stated that the Laveen character is rural. Mr. Loden noted that the City
has experienced a shortage in police officers, even with the recent increase in wages.
Mr. Loden noted recent crimes in the area including 51st Avenue and Baseline Road.
Mr. Loden asked how the shortage would be addressed and added that he was
hesitant that any police or fire services would be provided.
Karen Clark noted that she moved to the area for the rural atmosphere and that the
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proposal would cause severe traffic congestion. Ms. Clark agreed with Mr. Loden
comments regarding police and fire services. Ms. Clark voiced her concerns regarding
the location of the hospital.
Maria Reagin voiced her approval of the reduction in density for Development Unit 8
and the proposal for 47th Avenue. Ms. Reagin added that there has been a huge
compromise on the applicant’s side to address the community’s concerns. Ms. Reagin
thanked members of the community including the LCRD, applicant, and
Councilmember Hodge Washington. Ms. Reagin requested to continue working with
the developer on landscaping for 47th Avenue.
Phil Hertel thanked the community, committee and the applicant on the modifications
to the stipulations. Mr. Hertel requested roof overhangs to be increased to 18 inches
and that the maximum number of units be reduced to 1,200. Mr. Hertel requested a
notification list be added to the stipulations for any development within the PUD. Mr.
Hertel asked for an explanation regarding Stipulation No. 1.rr.
Michael Miller voiced his concerns regarding the proposed hospital and auto mall. Mr.
Miller requested 55th Avenue to terminate as previously proposed by the applicant.
Mr. Miller noted that there would be a significant increase in traffic congestion adjacent
to the school located on the northeast corner of 55th Avenue and Carver Road.
Charlie McNeely noted that he was not opposed to progress. Mr. McNeely added that
he had concerns regarding height and noted that he would like to limit the height to 4
stories. Mr. McNeely thanked the committee for their time and dedication to the
proposal.
Karson Baird asked if there were any dealerships interested in the proposed auto
mall. Ms. Riddell confirmed. Ms. Baird voiced her concerns for 51st Avenue south of
Carver Road, noting that a portion of it was located in the County.
Jon Kimoto noted his support for the proposal but voiced his concerns regarding the
proposed landscaping along 47th Avenue and Estrella Drive. Mr. Kimoto noted the
slope change from 42nd Avenue and recommended modifications to retain rainwater
in the landscape area. Mr. Kimoto added that certain vegetation could be utilized to
prevent trespassing or encampments. Vice Chair Hurd requested Mr. Kimoto be
added to the meetings between the applicant and residents to discuss landscaping
along 47th Avenue and Estella Drive.
Applicant Response:
Ms. Riddell reiterated the commitment to continue working with the residents along
Estrella Drive and 47th Avenue. Ms. Riddell noted that they had previously
recommended 55th Avenue to become a dead-end street, but the Street
Transportation Department didn’t support the modification. Ms. Riddell added that they
could work with the Street Transportation Department on traffic mitigating measures.
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Ms. Riddell stated that Stipulation No. 1.rr referenced shade pockets when adjacent to
future auto dealerships. Ms. Riddell noted that if an auto dealership was not
developed, then 75% shade would still be required for public streets. Ms. Riddell
recommended a stipulation that would require a group of individuals be notified for any
development within the PUD. Ms. Riddell requested a modification to Stipulation No.
1.ll that would require 18 inch overhangs and 90-foot-wide lots. Ms. Riddell noted that
the PUD would already require numerous design standards to reduce heat and light
pollution.
Committee Discussion:
Chair Abegg noted additional stipulations and asked for the committee’s opinion.
Chair Abegg added that building setbacks for internal development should be kept at
the proposed 10 feet. Mrs. Sanchez Luna noted that the stipulation refenced building
setback between developments to align with resort uses. Ms. Riddell clarified that
stipulation 1.e would require a larger setback adjacent to South Mountain and that
there was discussion to add a stipulation to increase internal setbacks but that they
would not recommend adding the stipulation.
Chair Abegg asked for clarification on multifamily that is required to return through the
PHO process. Ms. Riddell noted that it would apply to multifamily development over
40-feet which is allowed in Development Units 2, 5, and 10.
Chair Abegg asked for the open space in Development Unit 8 to be increased to 15%
to align with the PUD narrative. Ms. Riddell agreed. Chair Abegg requested
Stipulation No. 1.ll be modified to include 15% and 90-foot average wide lots.
Chair Abegg requested the Community and Economic Development Department
Director to provide a statement regarding the commercial development.
Christine Mackay, the Community and Economic Development Department Director
(CED), stated that a hospital would be a long-term asset for the community. Ms.
Mackay added that to ensure hospital development, less restrictions would be ideal.
Ms. Mackay cited other hospitals that didn’t have the same restrictions and allowed for
a maximum height of over 120-feet. Ms. Mackay added that development thrived on
density and added that the proposed density would allow for a successful hospital and
resort.
Ms. Perrera asked for more information regarding the demand for a hospital and a
resort. Ms. Mackay noted that there has been a demand for health care options in the
Laveen and South Mountain area. Ms. Mackay stated that the proposed resort would
be a place for wellness with numerous wellness trails, amenities, and services. Ms.
Perrera asked about the percentage of multifamily and commercial and if it was
appropriate. Ms. Mackay noted the change in market and the dramatic change in
population has resulted in a high demand for commercial and residential. Ms. Mackay
added that the development would connect people within their community.
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Vice Chair Hurd stated that the community has voiced their opposition for the
proposed auto mall and asked for the benefits of automobile dealerships. Ms. Mackay
added that the land use would generate less traffic than the average commercial
development. Ms. Mackay added that new developments of auto malls include
extensive landscaping and enhanced development standards. Ms. Mackay noted that
the auto mall would generate revenue for the Laveen community. Vice Chair Hurd
asked for more information on what occurs in an auto mall. Ms. Mackay noted that a
lot of commercial uses stay close to the area. Ms. Mackay added that some
dealerships have begun integrating cafes or restaurants within their auto malls.
Mr. Nasser-Taylor asked for more information on the hospital and asked staff to bring
up his portion of the presentation. Mr. Nasser-Taylor noted that centrally located
hospitals are taller than those with more land mass. Mr. Nasser-Taylor wanted
clarification on the height of the proposed hospital compared to the number of beds.
Mr. Nasser-Taylor noted that a large number of in-patient beds would be required for a
ten-story hospital. Ms. Mackay noted that a lot of hospitals begin with a few stories
and increase over time.
Chair Abegg noticed that there were concerns with density and height and asked the
committee for their opinion. Chair Abegg stated that Stipulation No. 1.ii has the
maximum number of units. Chair Abegg noted that during the last meeting there was
discussion to reduce residential to 20% of the site.
Mr. Barraza noted that it was hard to determine what commercial uses are going to be
developed.
Vice Chair Hurd stated that she wanted everything to be commercial, but that CED
has indicated that residential uses would be required to support commercial
development. Vice Chair Hurd asked why there was a discrepancy between the GPA
and PUD acreage. Ms. Riddell noted that there was a difference in acreage between
the GPA and the PUD case because of right-of-way dedications.
Chair Abegg suggested 50% reserved for commercial and 50% for residential. Ms.
Jensen asked for an explanation on the percentage. Chair Abegg stated that they
added the acreage for the hospital, resort, and auto mall with a portion for other
commercial uses. Vice Chair Hurd asked what the committee found appropriate.
Chair Abegg noted that they could also discuss the unit count. Ms. Jensen, Mr.
Barraza, and Mr. Nasser-Taylor stated that a unit count would be a better way to limit
residential uses. Chair Abegg noted that the developer could build at a higher density
or a lower density with a unit maximum. Vice Chair Hurd noted that the PUD
proposed a maximum of 2,200 units and 50% of the land to be dedicated for
commercial. Ms. Riddell clarified that it would be a maximum of 1,700 with a 500-unit
bonus if a hospital was built.
Chair Abegg stated her opinion on the percentage and number of units. Chair Abegg
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stated that during the last meeting the committee considered reducing the unit cap to
1,700 which included the bonus. Mr. Nasser-Taylor suggested reducing the unit cap
to a total of 1,200 including the bonus. Chair Abegg noted that the City Council will
make the final decision and that the unit maximum or percentage would be continued
to be discussed throughout the public hearing process.
Ms. Perrera voiced her concerns with modifying the unit maximum and the
percentage. Chair Abegg stated that the goal would be to ensure maximum
commercial development. Ms. Perrera suggested modifying the unit cap for the PUD
based on community discussion. Vice Chair Hurd noted that she would like to lower
both. Ms. Perrera noted that this could be a continued discussion.
Ms. Perrera asked Committee Member Rouse to voice her opinion on the unit cap.
Ms. Rouse noted that the unit cap would be easier to track.
Vice Chair Hurd asked how the unit bonus is addressed with the hospital. Ms.
Mackay noted that CED would be working with the hospital to discuss demand.
Ms. Jensen asked if the additional 500 units would be reserved for hospital staff. Ms.
Mackay noted that that would be up to the hospital and if the hospital decided to buy
land for dorm rooms for employees. Ms. Mackay noted that they would not be
restrictive. Chair Abegg asked if this would be a private developer. Ms. Riddell noted
that hospitals partner with private developers.
Vice Chair Hurd suggested 200 acres for commercial, 90 acres for residential and
1,200 units with a 500-unit bonus. Mr. Nasser-Taylor suggested a 250-unit bonus.
Ms. Mackay noted that hospitals bring hundreds of jobs to an area and there is a need
for residential units.
Ms. Perrera stated that the referral program for housing doesn’t mean a lower rental
rate. Ms. Mackay confirmed. Ms. Perrera asked if the 500 units were needed. Ms.
Mackay stated that hospitals have a high residential demand to provide services
quickly. Ms. Mackay noted that some rental units could assist patients that needed to
be close to a hospital. Ms. Perrera noted that she was inclined to keep the 500-unit
bonus.
Mr. Nasser-Taylor disagreed and noted that the exchange would yield about 800
units which would be a maximum of 1,300 units.
Ms. Jensen noted that the unit maximum and height restrictions would meet the goals
of the community rather than land allocation. Ms. Jensen stated that she supported
1,200 units with a 500-unit bonus. Ms. Mackay noted that acreage is easier to track
than percentage.
Vice Chair Hurd noted that the concern is density. Ms. Perrera voiced her concern
with limiting too much residential which would negatively affect commercial
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development.
Vice Chair Hurd asked the committee if they agreed to limiting the number of units.
The committee voiced their agreement.
Vice Chair Hurd asked the committee if they agree to the 1,200-unit cap with a 500-
unit bonus. Mr. Barraza asked if the height limitation would remain the same. Vice
Chair Hurd confirmed. Mr. Nasser-Taylor voiced his opposition on the proposed
maximum number of units.
Vice Chair Hurd asked staff if they have all the modification and additional
stipulations.
Chair Abegg listed the modifications and additional stipulations. Mrs. Sanchez Luna
noted that if the committee wanted to reduce the maximum number of units, an
additional stipulation would be required. Ms. Riddell noted that Mr. Bzdel requested
an average of 90-foot-wide lots for rectangular lots. Chair Abegg noted a modification
to Stipulation No. 3 regarding unit tracking. Ms. Sanchez Luna asked for clarification.
Chair Abegg noted that they would modify the stipulation to remove land use tracking.
Chair Abegg modified Stipulation No. 12 regarding 55th Avenue and Stipulation No. 19
regarding the development agreement. Chair Abegg noted that the Tierra Montana
community has voiced concerns with the height in Development Unit 1. Chair Abegg
requested a modification to require a percentage of Development Unit 1 to be limited
to 40-feet. Mrs. Sanchez Luna asked if the committee would like to modify it so 50%
of it would be 40-feet. Chair Abegg clarified that it would be the area that only allows
40-feet.
Chair Abegg voiced that the community has requested senior living facilities but
added that it could not be added to the rezoning case. Ms. Riddell noted that there is
a commitment to provide senior living projects.
Vice Chair Hurd noted that self-service storage should be added to the prohibited list.
Chair Abegg stated that the notification list should include certain members of the
community and the current committee.
Mrs. Sanchez Luna noted that a modification would be required to Stipulation No. 3 to
track the percentage of height for Development Unit 1.
Racelle Escolar, staff, added that Stipulation No. 1.e also needed to be modified to
address self-storage.
Mr. Nasser-Taylor stated that the memo eliminated the sale of one EV line. Chair
Abegg confirmed that it was removed due to direction received from the Legal
Department.
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Chair Abegg asked if the agenda had the modified designations to reflect lower
density residential. Mrs. Sanchez Luna stated that the agenda had the proposed land
use map designations submitted by the applicant. Chair Abegg requested the land
use map designations be modified to reflect adding designations that include lower
density residential designations. Mrs. Sanchez Luna noted that they could add
Residential 3.5 to 5 dwelling units per acre and 5 to 10 dwelling units per acre to all
the areas that allow residential. Chair Abegg asked if they could add Residential 1 to
2 dwelling units per acre to Development Unit 8. Mrs. Sanchez Luna stated that the
designation for Development Unit 8 also covered Development Unit 1. Ms. Escolar
suggested adding Residential 1 to 2 dwelling units per acre, 3.5 to 5 dwelling units per
acre, and 5 to 10 dwelling units per acre to all the designations that allow residential.
Motion:
Vice Chair Stephanie Hurd motioned to recommend approval, per the staff memo
dated March 18, 2024, with modifications to:
• Stipulation No. 1.e to delete self-service storage from the permitted use list;
• Stipulation No. 1.n to add self-service storage to the prohibited list;
• Stipulation No. 1.jj to modify Footnote (1) to reduce the maximum number of
units from 1,700 to 1,200;
• Stipulation No. 1.nn to update the development standards for Development
Unit 8 to add that rectangular lots have an average width of 90 feet, replace
5% open space with 15%, and replace 12-inch overhangs with 18-inch;
• Stipulation No. 3 to remove land use tracking from the master tracking matrix
and add height tracking for Development Unit 1;
• Stipulation No. 12 to add that the developer work with the Street
Transportation Department to incorporate traffic mitigation measures; and
• Stipulation No. 19 to require that the developer investigate entering into a
development agreement with the City regarding public infrastructure.
And to add stipulations for the following:
• Add a provision in the PUD Narrative to require that a maximum of 50% of
Development Unit 1 that allows 40 feet in height can be developed up to the
maximum height of 40 feet;
• Update Footnote (5) to replace the maximum 1,700 residential units with
1,200; and
• Prior to preliminary site plan approval for any development, the developer
shall notify the following individuals: Phil Hertel, Jon Kimoto, John Bzdel,
Maria Reagin, Linda Abegg, Stephanie Hurd, Francisco Barraza, JoAnne
Jensen, Patrick Nasser-Taylor, Carlos Ortega, Rebecca Perrera, and Jennifer
Rouse.
Jennifer Rouse seconded the motion.
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Substitute Motion:
Patrick Nasser-Taylor made a substitute motioned to recommend approval, per the
staff memo dated March 18, 2024, with same modifications and additions from the
original motion, except to reduce the maximum number of units from 1,700 to 800.
Francisco Barraza seconded the motion.
Mr. Nasser-Taylor noted that with a 47% reduction for residential development results
in 800 units and that the 500 bonus was required for the hospital.
Mrs. Sanchez Luna asked for clarification if the maximum would be 800 with a 500
bonus. Mr. Nasser-Taylor confirmed.
Chair Abegg noted that after discussion, she felt comfortable with the 1,200 unit
maximum with a 500-unit bonus.
Substitute Motion Vote:
2-6, motion to recommend approval of Z-53-22-8 per the staff memo dated March 18,
2024, with modifications and additional stipulations fails with Committee Members
Barraza and Nasser-Taylor in favor and Committee Members Jensen, Ortega,
Perrera, Rouse, Hurd, and Abegg in opposition.
Vote:
8-0, motion to recommend approval of Z-53-22-8 per the staff memo dated March 18,
2024, with modifications and additional stipulations passed with Committee Members
Barraza, Jensen, Nasser-Taylor, Ortega, Perrera, Rouse, Hurd, and Abegg in favor.
Recommended Stipulations:
1. An updated Development Narrative for the Gila Foothills PUD reflecting the
changes approved through this request shall be submitted to the Planning
Department within 30 days of City Council approval of this request. The
updated Development Narrative shall be consistent with Development
Narrative date stamped February 1, 2024, as modified by the following
stipulations.
a. Front Cover, add “City Council adopted: [Insert Adoption date]”
b. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses: Add a paragraph under the heading as follows:
All temporary uses shall comply with Section 708 of the Phoenix
Zoning Ordinance.
c. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses: Add a paragraph under the heading as follows:
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The permitted land uses depicted below are restricted to the maximum
square footage of the land use assumptions established in Appendix
A2. Land Use Assumptions for Street Master Plan. Each developer
shall be required to provide an updated land use matrix illustrating
maximum land use square footages in compliance with Appendix A2.
Land Use Assumptions for Street Master Plan. Amendments to
increase these established land use assumptions may be administered
through a PUD Minor Amendment and shall require an updated Traffic
Impact Analysis incorporating the increased assumptions.
D. PAGE 16, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 1: ADD “SINGLE-
FAMILY RESIDENTIAL.”
E. PAGE 16, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 2, 3, AND 4A:
DELETE MODIFY “SELF SERVICE STORAGE (LIMITED TO A
MAXIMUM TOTAL OF TWO ONE (2 1) ACROSS THE ENTIRE PUD
SITE WITHIN THE HUB CHARACTER AREA)”.
d. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
F. Land Uses, Development Units 2, 3, 4A: Add the following bullet point:
• Hospitals
o Minimum 100 inpatient beds required TO ACHIEVE THE
ADDITIONAL 500 UNITS REFERENCED IN THE
DEVELOPMENT STANDARDS TABLE 6:
MISCELLANEOUS.
G. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 5 AND 6: ADD
THE FOLLOWING:
• SINGLE-FAMILY RESIDENTIAL IS ALLOWED IN
DEVELOPMENT UNIT 5.
H. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 8: DELETE “ALL
TYPES OF OFFICE.”
I. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 8: ADD THE
FOLLOWING:
• SINGLE-FAMILY RESIDENTIAL.
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J. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 8: ADD THE
FOLLOWING:
PROFESSIONAL, MEDICAL, DENTAL AND ADMINISTRATIVE
OFFICE USE INCLUDING CLERICAL OR SALES
REPRESENTATIVE OFFICES. NO COMMODITY OR TANGIBLE
PERSONAL PROPERTY, EITHER BY WAY OF INVENTORY OR
SAMPLE, SHALL BE STORED, KEPT, OR EXHIBITED IN ANY SAID
OFFICE OR ON THE PREMISES WHEREIN THE SAID OFFICE IS
LOCATED EXCEPT MATERIALS ASSOCIATED WITH
PROFESSIONAL OR MEDICAL PRACTICE. SUCH OFFICE USE
SHALL NOT INCLUDE:
A. BRANCH OFFICES FOR THE FOLLOWING: BANKS,
BUILDING AND LOAN ASSOCIATIONS, BROKAGE HOUSES,
SAVINGS AND LOAD ASSOCIATIONS, FINANCE
COMPANIES, TITLE INSURANCE COMPANIES, TITLE
INSURANCE COMPANIES AND TRUST COMPANIES.
B. VETERINARY OFFICES.
K. PAGE 21, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 9A: ADD THE
FOLLOWING:
• SINGLE-FAMILY RESIDENTIAL.
f. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted
L. Land Uses, Development Unit 9B: Modify the third bullet point to
“Alcohol sales as an accessory use.”
e. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted
M. Land Uses, Development Units 9A, 9B, and 10: Add a sub-bullet point
under “Multifamily” as follows:
Only permitted if building permits for a resort have not been issued
within three FIVE years of the dedication of Gila Foothills Parkway and
no sooner than five years after the adoption of the PUD.
N. PAGE 23, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PROHIBITED LAND USES, ALL DEVELOPMENT UNITS: ADD
“SELF SERVICE STORAGE” AND “PAWN SHOPS”.
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g. Page 25, Section 3.3 Roadway Circulation, 51st Avenue: Remove all
O. reference to “half-street improvements” and modify to “full limits” of
51st Avenue.
h. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual
P. Trail Plan: Modify to show the MUT on the south and west sides of Gila
Foothills Parkway.
i. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual
Q. Trail Plan: Remove “or Planned” from the legend heading.
R. PAGE 32, EXHIBIT 14, UPDATE TO REFLECT THE UPDATED
MAXIMUM HEIGHT ALLOWED.
S. PAGE 39, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 1: BUILDING SETBACKS:
UPDATE THE SETBACKS FOR DEVELOPMENT UNIT 10 ALONG
GILA FOOTHILLS PARKWAY TO 25 FEET.
j. Page 39, Section 4. Development Standards, Development Standards
T. Table 1: Building Setbacks: Add a row to the end of the table for the
Property Line shared with South Mountain Park; and require a 25 50-
foot setback for Development Units 9A, 9B, and 10.
k. Page 41, Section 4. Development Standards, Development Standards
U. Table 3: Landscape Buffers, 47th Avenue: Switch the provisions for
Development Units 9A and 9B.
l. Page 41, Section 4. Development Standards, Development Standards
V Table 3: Landscape Buffers: Add a row to the end of the table for the
Property Line shared with South Mountain Park, and require a 25 50-
foot buffer for Development Units 9A, 9B, and 10. Also add a footnote
to see the South Mountain Perimeter Zone provisions on pages 64 and
95.
W. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS, TABLE 4:
BUILDING HEIGHT, UPDATE THE MAXIMUM BUILDING HEIGHT
FOR DEVELOPMENT UNITS 3, 4A, 4B, AND 6 TO ALLOW A
MAXIMUM OF 40 FEET.
X. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT:
MODIFY FOOTNOTE (1) AS FOLLOWS:
HOSPITAL USES MAY BE UP TO 120 FEET IN HEIGHT FOR UP TO
20% OF THE AREA OF THE DEVELOPMENT UNIT.
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Y. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT: ADD
FOOTNOTE (3) TO APPLY TO DEVELOPMENT UNITS 2, 3, 4A, 4B
THAT STATES THE FOLLOWING:
PARKING GARAGES ACCESSORY TO AN AUTOMOBILE
DEALERSHIP MAY BE UP TO 56 FEET IN HEIGHT.
Z. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT: ADD
FOOTNOTE (4) TO APPLY TO DEVELOPMENT UNITS 9A, 9B, AND
10 THAT STATES THE FOLLOWING:
RESORT USES MAY BE UP TO 48 FEET IN HEIGHT, SUBJECT TO
DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK.
AA. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT: ADD
A FOOTNOTE TO APPLY TO DEVELOPMENT UNIT 1 THAT
STATES THE FOLLOWING:
A MAXIMUM OF 50% OF THE AREA THAT ALLOWS 40 FEET IN
HEIGHT CAN BE DEVELOPED UP TO THE MAXIMUM HEIGHT OF
40 FEET.
AA. PAGE 42, SECTION 4. DEVELOPMENT STANDARDS,
BB. DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK:
UPDATE THE FIRST COLUMN REFERENCING THE PROPERTY
LINE SHARED WITHIN TIERRA MONTANA AS FOLLOWS:
PROPERTY LINE SHARED WITH (OR MEASURED FROM) TIERRA
MONTANA NEIGHBORHOOD
m. Page 42, Section 4. Development Standards, Development Standards
BB. Table 5: Building Step Backs, Gila Foothills Parkway and 51st Ave:
CC. Switch the provisions for Development Unit 6.
n. Page 42, Section 4. Development Standards, Development Standards
CC. Table 5: Building Step Backs: Add the following to the end of Footnote
DD. (3):
An additional foot of height will be allowed for every two additional feet
of setback.
DD. PAGE 42, SECTION 4. DEVELOPMENT STANDARDS,
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EE. DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK:
ADD FOOTNOTE (7) TO DEVELOPMENT UNIT 2 THAT STATES
THE FOLLOWING WITHIN THE “PROPERTY LINE SHARED WITH
(OR MEASURED FROM) TIERRA MONTANA NEIGHBORHOOD”
ROW IN THE TABLE:
56-FOOT MAXIMUM BUILDING HEIGHT WITHIN 900 FEET OF THE
TIERRA MONTANA NEIGHBORHOOD.
EE. PAGE 43, SECTION 4, DEVELOPMENT STANDARDS,
FF. DEVELOPMENT STANDARDS TABLE 6: MISCELLANEOUS,
MAXIMUM RESIDENTIAL DENSITY, DEVELOPMENT UNIT 8:
UPDATE THE DENSITY TO 14 DU/AC; AND 2.34 DU/ACRE FOR
THE FIRST 500 FEET; AND A FOOTNOTE THAT STATES THE
FOLLOWING:
THE FIRST 500 FEET IS MEASURED FROM BOTH ESTRELLA
DRIVE AND 47TH AVENUE TO CREATE AN “L” SHAPED
DEVELOPMENT AREA. SEE DEVELOPMENT UNIT 8 DENSITY
EXHIBIT AND TABLE 7 FOR SINGLE-FAMILY DEVELOPMENT
STANDARDS.
p. Page 43, Section 4. Development Standards, Development Standards
FF. Table 6: Miscellaneous: Delete the row for Maximum Number of Units.
GG.
q. Page 43, Section 4. Development Standards, DEVELOPMENT
GG. STANDARDS TABLE 6: Miscellaneous Table, Parking Standards, first
HH. bullet: Add “model” to the end. DELETE THE FIRST BULLET
REGARDING THE SALE OF EV OR HYBRID AUTOMOBILES.
r. Page 43, Section 4. Development Standards, DEVELOPMENT
HH. STANDARDS TABLE 6: Miscellaneous Table, Parking Standards,
II. fourth bullet: Remove “not to exceed 10 chargers.”
s. Page 43, Section 4. Development Standards, Development Standards
II. Table 6: Miscellaneous, Footnotes: Modify the end of Footnote (1) to
JJ. add the following AS FOLLOWS:
THE ENTIRE OVERALL PUD SITE MAY BE DEVELOPED WITH A
MAXIMUM OF 1,700 1,200 RESIDENTIAL UNITS. HOTEL GUEST
ROOMS DO NOT COUNT TOWARDS THE MAXIMUM 1,700 1,200
DWELLING UNITS FOR THE OVERALL PUD SITE. UPON
CERTIFICATE OF OCCUPANCY OF A LEVEL 1 TRAUMA CENTER
HOSPITAL, AS DEFINED BY THE ARIZONA DEPARTMENT OF
HEALTH SERVICES, IN DEVELOPMENT UNIT 2 AN ADDITIONAL
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500 DWELLING UNITS ABOVE THE 1,700 1,200 CAP ARE
PERMITTED WITH DEVELOPMENT UNITS 2 AND 5. Additional
review and approval is required for the additional 500 units ANY
MULTIFAMILY DEVELOPMENT IN DEVELOPMENT UNITS 2, 5 AND
10 THAT EXCEEDS 40 FEET IN HEIGHT, per Z-53-22-8 stipulation.
KK. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 6: MISCELLANEOUS,
FOOTNOTE (5): UPDATE TO REPLACE MAXIMUM 1,700
RESIDENTIAL UNITS WITH 1,200.
o. Page 43, Section 4. Development Standards, Development Standards
JJ. Table 6: Miscellaneous, Maximum Residential Density: Add Footnote
LL. (2) to Development Unit 2.
t. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Footnotes, add Footnote (6) that states the
following and apply it to Development Units 9A, 9B, and 10:
Additional review and approval is required for any multifamily
development that is not associated with a resort per Z-53-22-8
stipulation.
KK. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS,
MM. DEVELOPMENT STANDARDS TABLE 6: MISCELLANEOUS,
FOOTNOTES: ADD A FOOTNOTE THAT STATES THE FOLLOWING
AND APPLY IT TO DEVELOPMENT UNITS 9A, 9B AND 10:
FOR ANY MULTIFAMILY DEVELOPMENT NOT ASSOCIATED WITH
A RESORT ON DEVELOPMENT UNITS 9A, 9B AND 10,
CONCEPTUAL SITE PLANS, ELEVATIONS, AND LANDSCAPE
PLANS SHALL BE REVIEWED AND APPROVED BY THE
PLANNING HEARING OFFICER THROUGH THE PUBLIC HEARING
PROCESS, INCLUDING REVIEW BY THE LAVEEN VILLAGE
PLANNING COMMITTEE PRIOR TO PRELIMINARY SITE PLAN
APPROVAL. THIS IS A LEGISLATIVE REVIEW FOR CONCEPTUAL
PURPOSES ONLY. SPECIFIC DEVELOPMENT STANDARDS AND
REQUIREMENTS WILL BE DETERMINED BY THE PLANNING
HEARING OFFICER AND THE PLANNING AND DEVELOPMENT
DEPARTMENT.
LL. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS: ADD
NN. DEVELOPMENT STANDARDS TABLE 7: DEVELOPMENT
STANDARDS FOR SINGLE-FAMILY DEVELOPMENT. THIS TABLE
WILL ADDRESS SINGLE-FAMILY RESIDENTIAL DEVELOPMENT
STANDARDS TO INCLUDE THE FOLLOWING:
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• SELECT R1-18 LOT STANDARDS
• RESTRICTED TO 1-STORY AND 22 FEET IN HEIGHT FOR
THE LOTS ALONG ESTRELLA DRIVE AND 47TH AVENUE.
ALL THE INTERIOR LOTS ARE ALLOWED TO BE 2-STORIES
WITH UP TO 30 FEET IN HEIGHT.
• RECTANGULAR LOTS SHALL HAVE AN AVERAGE LOT
WIDTH OF 90 FEET.
• MINIMUM 22-FOOT-LONG DRIVEWAYS
• MINIMUM 5 15% OPEN SPACE.
• MINIMUM ROOF OVERHANG OF 12 18 INCHES.
MM. PAGE 43-44, SECTION 4, DEVELOPMENT STANDARDS: ADD
OO. DEVELOPMENT UNIT 8 DENSITY EXHIBIT TO VISUALLY
DEMONSTRATE THE “L” SHAPED AREA MEASURED 500 FEET
FROM BOTH ESTRELLA DRIVE AND 47TH AVENUE.
u. Page 45, Section 4. Development Standards, Landscape Standards,
NN. Landscape Standards Table 1: Landscape Setbacks: Update title to
PP. Landscape Standards Table 1: Landscape Plant Types.
v. Page 46, Section 4. Development Standards, Landscape Standards,
OO. Landscape Standards Table 2: Enhanced Streetscape R.O.W
QQ. Planting: Modify the title to “Landscape Standards Table 2: Enhanced
Streetscape R.O.W. Planting and Public Shade Standards”.
w. Page 46, Section 4. Development Standards, Landscape Standards
PP. Table 2: Enhanced Streetscape R.O.W Planting: Revise sidewalk
RR. shading to show all sidewalk shading in the Hub Character Area to no
less than 50%.
x. Page 46, Section 4. Development Standards, Landscape Standards
QQ. Table 2: Enhanced Streetscape R.O.W Planting, Notes, fifth bullet
SS. (Shade Pockets): Add the following as a sub-bullet point:
All public sidewalks adjacent to Automobile Dealership, Automobile
Retail Sales, and Automobile Rental: A minimum 25% shade is
required along sidewalk areas located between shade pockets. Overall
shade coverage shall equal a total of 50% inclusive of shade pockets
and the intermittent areas between shade pockets. All other uses
within the HUB character area shall require a minimum 75% shade of
public sidewalks.
y. Page 46, Section 4. Development Standards, Landscape Standards
RR. Table 2: Enhanced Streetscape R.O.W Planting: Add a note as
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TT. follows:
Upon redevelopment of a site formerly used for Automobile
Dealership, Automobile Retail Sales, or Automobile Rental into Non-
Automobile Dealership, Automobile Retail Sales, or Automobile Rental,
right-of-way landscaping and shade requirements shall meet the 75%
shade standard.
z. Page 46-47, Section 4. Development Standards, Landscape
SS. Standards Table 2: Enhanced Streetscape R.O.W Planting: Add a
UU. footnote to apply to all provisions for medians as follows:
All modified median landscaping deviating from City of Phoenix
standard landscape requirements shall be privately maintained and
identified on the approved master street plan and associated plats.
aa. Page 47, Section 4. Development Standards, Landscape Standards
TT. Table 2: Enhanced Streetscape R.O.W Planting: Add a footnote to
VV. apply to Development Units 3, 6, and 4A as follows:
51st Avenue, SOUTH OF ESTRELLA DRIVE, is located within
Maricopa County jurisdiction. Any street improvements or landscaping
on 51st Avenue are subject to the review and approval of Maricopa
County.
bb. Page 50, Section 5. Signage, Off Premise Signage: Update the end of
UU. the second bullet point as follows:
WW.
…design to be presented for review and comment to the Laveen
Village Planning Committee.
cc. Page 52, Section 6. Sustainability: Add a provision for recycling as the
VV. last bullet point.
XX.
WW. PAGE 52, SECTION 6, SUSTAINABILITY:
YY.
(1) UPDATE THE LAST SENTENCE IN THE FIRST PARAGRAPH
AS FOLLOWS:
DEVELOPMENT PARCELS MUST INCORPORATE ALL THE
FOLLOWING SUSTAINABILITY PRINCIPLES:
(2) ADD BULLET POINTS 2, 6, 9, AND 14 UNDER THE
REQUIRED SUSTAINABILITY PRINCIPLES.
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(3) AFTER THE REQUIRED SUSTAINABILITY ITEMS, ADD THE
FOLLOWING:
A MINIMUM OF THREE OPTIONAL SUSTAINABILITY
PRINCIPLES SHALL BE SELECTED FROM THE OPTIONS
BELOW, AS APPROVED BY THE PLANNING AND
DEVELOPMENT DEPARTMENT.
(4) ADD THE REMAINING SUSTAINABILITY ITEMS (BULLET
POINTS 1, 3, 4, 5, 7, 8, 10, 11, 12, 13, 15, 16) UNDER THE
OPTIONAL SUSTAINABILITY PRINCIPLES, AND INCLUDE
UPGRADED HVAC UNITS AT 15 SEER OR HIGHER.
(5) UPDATE BULLET POINT 14 AS FOLLOWS:
THE DEVELOPMENT WILL PROVIDE SAFE, RELIABLE, AND
EFFICIENT STORMWATER MANAGEMENT SYSTEMS THAT
PROTECT BOTH HUMAN HEALTH AND THE NATURAL
ENVIRONMENT.
dd. Page 57, Section 7. Complete Streets, Design for Safety: Remove the
XX. second and third paragraphs.
ZZ.
YY. PAGE 69, PART 2 - DESIGN GUIDELINES, FOOTHILLS
AAA. CHARACTER AREA, 2.1 SITE AND BUILDING DESIGN, C.
ARCHITECTURAL STYLE AND CHARACTER: ADD A BULLET TO
INCLUDE THE FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT,
FACING PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS
75 FEET IN LENGTH, SHALL CONTAIN A MINIMUM OF ONE
ARCHITECTURAL EMBELLISHMENT AND DETAILING SUCH AS
TEXTURAL CHANGES, PILASTERS, OFFSETS, RECESSES,
WINDOW FENESTRATION, SHADOW BOXES AND
OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
ZZ. PAGE 86 PART 2 - DESIGN GUIDELINES, FOOTHILLS
BBB. CHARACTER AREA, 2.3 LANDSCAPING, B. SITE WALLS,
SCREENS, AND FENCES: UPDATE THIS SECTION TO REQUIRE
THE FOLLOWING ALONG ESTRELLA DRIVE AND 47TH AVENUE:
6-FOOT PAINTED CMU PERIMETER WALLS AND TUBULAR MILD
STEEL OR PIPE FENCING (ALLOWED TO TARNISH/RUST
NATURALLY), IMPLEMENTED IN SEGMENTS THAT CONFORM TO
INDUSTRY STANDARD LENGTHS.
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AAA. PAGE 92, PART 2 - DESIGN GUIDELINES, FOOTHILLS
CCC. CHARACTER AREA, 2.3 LANDSCAPING, G. GENERAL
LANDSCAPING REQUIREMENTS: ADD THE FOLLOWING:
LOWER-LEVEL LANDSCAPING IS PREFERRED BETWEEN ANY
PERIMETER WALLS AND A POSSIBLE BRIDLEPATH ALONG 47TH
AVENUE.
BBB. PAGE 93, PART 2 - DESIGN GUIDELINES, FOOTHILLS
DDD. CHARACTER AREA, 2.3 LANDSCAPING, I. SITE LIGHTING: ADD
THE FOLLOWING PARAGRAPH:
IF PRIVATE STREETS ARE PROPOSED IN SINGLE-FAMILY
RESIDENTIAL SUBDIVISIONS, MINIMAL STREET LIGHTING SHALL
BE CONSIDERED.
ee. Page 95, Foothills Character Area, 2.3 Landscaping, j. Perimeter
CCC. Treatments, South Mountain Perimeter Treatment: Delete the last
EEE. paragraph.
DDD. PAGE 99, PART 2 - DESIGN GUIDELINES, DISTRICT CHARACTER
FFF. AREA, 3.1 SITE AND BUILDING DESIGN, C. ARCHITECTURAL
STYLE AND CHARACTER: ADD A BULLET TO INCLUDE THE
FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT,
FACING PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS
75 FEET IN LENGTH, SHALL CONTAIN A MINIMUM OF ONE
ARCHITECTURAL EMBELLISHMENT AND DETAILING SUCH AS
TEXTURAL CHANGES, PILASTERS, OFFSETS, RECESSES,
WINDOW FENESTRATION, SHADOW BOXES AND
OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
ff. Page 103, The District Character Area, 3.1 Site and Building Design,
EEE. 2. Circulation: Remove Section 2.b.
GGG.
FFF. PAGE 123, PART 2 - DESIGN GUIDELINES, HUB CHARACTER
HHH. AREA, 1. SITE AND BUILDING DESIGN, B. ARCHITECTURAL
STYLE AND CHARACTER: ADD A BULLET TO INCLUDE THE
FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT,
FACING PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS
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March 18, 2024
75 FEET IN LENGTH, SHALL CONTAIN A MINIMUM OF ONE
ARCHITECTURAL EMBELLISHMENT AND DETAILING SUCH AS
TEXTURAL CHANGES, PILASTERS, OFFSETS, RECESSES,
WINDOW FENESTRATION, SHADOW BOXES AND
OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
gg. Page 142, The Hub Character Area, 2. Circulation, C. Street Design
GGG. and Landscape Character, Shade Pockets: Update Exhibit H9 to
III. reflect the minimum 25% shade along sidewalk areas between shade
pockets and overall shade coverage to total 50% and all uses within
the HUB to a minimum 75% shade as required by Stipulation No. 1.y
SS.
hh. Page 143, The Hub Character Area, 2. Circulation, C. Street Design
HHH. and Landscape Character, Shade Pockets, Conceptual Shade Pocket
JJJ. Detail A, B1, and B2: Update Detail A, B1, and B2 to reflect the
required shading requirements per Stipulation No. 1.y SS.
ii. Update all exhibits to include the 55th Avenue connection from the
III. existing northern stub to Estrella Avenue.
KKK.
jj. Submit legal descriptions for all development units as an appendix to
JJJ. the PUD narrative.
LLL.
KKK. UPDATE ANY TYPOGRAPHICAL OR SCRIVENER’S ERRORS
MMM. THROUGHOUT.
2. Where additional review and approval is required in the PUD narrative related
to the additional 500 residential dwelling units granted with the construction of
a hospital and ANY MULTIFAMILY DEVELOPMENT IN DEVELOPMENT
UNITS 2, 5 and 10 THAT EXCEEDS 40 FEET IN HEIGHT any multifamily
development in Development Units 9A, 9B, and 10, that is not associated with
a resort, SHALL HAVE conceptual site plans, elevations, and landscape plans
shall be reviewed and approved by the Planning Hearing Officer through the
public hearing process, including review by Laveen Village Planning
Committee prior to preliminary site plan approval. This is a legislative review for
conceptual purposes only. Specific development standards and requirements
will be determined by the Planning Hearing Officer and the Planning and
Development Department.
3. A Master LAND USE HEIGHT AND Density Tracking Matrix shall be provided
and updated on all site plan submittals, REGARDLESS OF USE, to track the
number of units AND PERCENTAGE OF LAND USE within the PUD area
AND THE BUILDING HEIGHT WITHIN DEVELOPMENT UNIT 1.
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
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March 18, 2024
A MINIMUM OF 50% OF THE PUD SITE AREA (288.63 ACRES) SHALL BE
DEVELOPED WITH COMMERCIAL USES. ANY RESORT DEVELOPMENT
SHALL BE CONSIDERED COMMERCIAL DEVELOPMENT. UPON
RESUBMITTAL OF A POST-COUNCIL HEARING DRAFT OF THE PUD
NARRATIVE, A MASTER LAND USE HEIGHT AND DENSITY TRACKING
MATRIX FORMAT SHALL BE ADDED AS AN APPENDIX.
4. The applicant shall submit a Traffic Impact Analysis (TIA) to the City for this
development and update the existing Tierra Montana Master Street Plans
associated with the Segment Two development area. The TIA shall be
submitted to ADOT and MCDOT for interagency review. No preliminary
approval of plans shall be granted until the study is reviewed and approved by
the City.
5. The developer shall update the existing Tierra Montana Master Street Plan for
inclusion of Segment Two network. Phasing sheet to be updated to include
roadway networks to be completed by Segment Two development within
existing Segment One as per the required updated Traffic Impact Analysis.
Roadways located within Segment two that are not under the jurisdiction of the
jurisdiction.
6. The developer shall design and install, at their expense, traffic signals and or
roundabouts at locations approved by the TIA and updated Master Street Plan.
The developer shall be responsible for the construction and/or escrow
contribution, as approved by the TIA and Master Street Plans. Stipulation
subject to change based on TIA comments for signal location evaluation and
funding responsibility.
7. The developer shall dedicate and construct roadway, paving, curb, gutter,
detached sidewalk, traffic signal infrastructure, and other necessary incidentals
for all arterial and collector roadways as per the approved TIA and Master
Street Plan.
8. The developer shall provide access control at locations in accordance with the
City’s Design Standards Manual and/or as approved per the Master Street
Plan.
9. The full limits of 51st Avenue shall be dedicated and constructed north of
Estrella Drive to Carver Road, per the cross-section approved in the master
street plan.
10. The full limits of 51st Avenue shall be dedicated and constructed south of
Estrella Drive, as approved by Maricopa County. Should 51st Avenue be
annexed into the City of Phoenix, right-of-way dedications and improvements
shall be required to meet City of Phoenix standards.
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
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March 18, 2024
11. Right-of-way shall be dedicated and constructed for the west side of 47th
Avenue, as required by the approved master street plans. SHOULD A
REQUEST BE SUBMITTED TO ABANDON 47TH AVE, IT SHALL BE
CONSIDERED THROUGH A FORMAL HEARING PROCESS PRIOR TO OR
CONCURRENT WITH THE TIA AND APPROVED MASTER STREET PLAN.
12. A minimum 60-feet of right-of-way shall be dedicated and constructed for the
full limits of 55th Avenue. THE DEVELOPER SHALL WORK WITH THE
STREET TRANSPORTATION DEPARTMENT TO INCORPORATE TRAFFIC
MITIGATION MEASURES.
13. All modified median landscaping deviating from City of Phoenix standard
landscape requirements shall be privately maintained and identified on the
approved master street plan and associated plats.
14. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the east side of 51st Avenue, south of Estrella Drive. Construction of the
multi-use trail shall be to City standards.
15. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the north side of Estrella Drive, WEST OF 51ST AVENUE. Construction of
the multi-use trail shall be to City standards.
16. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the south and west sides of Gila Foothills Parkway, as depicted on Exhibit
11 – Conceptual Trail Plan. Construction of the multi-use trail shall be to City
standards.
17. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the north side of 55th Avenue, connecting to 51st Avenue. Construction of
the multi-use trail shall be to City standards.
18. The developer shall convey land, if necessary, located at the end of Gila
Foothills Parkway as a trailhead to South Mountain Preserve, as modified and
approved by the Parks and Recreation Department and Planning and
Development Department. The final acreage and configuration of the property
to be conveyed, along with timing of the conveyance, shall be mutually agreed
upon by the developer, the Parks and Recreation Department, and Planning
and Development Department.
19. The developer shall INVESTIGATE enterING into a development agreement
with the City regarding the location and construction of a parking lot for the
trailhead at the end of Gila Foothills Parkway, as approved or modified by
the Parks and Recreation Department and Planning and Development
Department PUBLIC INFRASTRUCTURE.
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
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Z-53-22-8
March 18, 2024
20. The developer shall underground existing electrical utilities within the public
right-of-way that are impacted or require relocation, excluding 69kv or larger,
as part of this project. The developer shall coordinate with the affected utility
companies for their review and permitting.
21. Existing irrigation facilities along all public streets are to be undergrounded and
relocated outside of City right-of-way, UNLESS OTHERWISE APPROVED BY
THE STREET TRANSPORTATION DEPARTMENT. Contact SRP to identify
existing land rights and establish the appropriate process to relocate the
facility. Relocations that require additional dedications or land transfer require
completion prior to obtaining plat and/or civil plan review approval, or as
approved by the Planning and Development Department.
22. ALL MAJOR PUBLIC INFRASTRUCTURE SHALL BE CONSTRUCTED AS
PART OF THE FIRST PHASE OF CONSTRUCTION, SUBJECT TO A
DEVELOPMENT AGREEMENT WITH THE CITY OF PHOENIX AND AN
UPDATED STREETS MASTER PLAN, INCLUDING THE FOLLOWING: 51ST
AVENUE FROM THE LOOP 202 FREEWAY ON THE SOUTH TO CARVER
ROAD; GILA FOOTHILLS PARKWAY; ESTRELLA DRIVE FROM THE LOOP
202 FREEWAY ON THE WEST TO 47TH AVENUE; 47THE AVENUE
ADJACENT TO THE SITE (UNLESS ABANDONED); AND 55TH AVENUE AS
REQUIRED BY THE CITY OF PHOENIX. THIS WILL ALSO INCLUDE ANY
REQUIRED WATER, SEWER, AND STORMWATER INFRASTRUCTURE.
23. THE PROPOSED “COUNTY LANE” SHALL BE SHIFTED SO AS NOT TO
DIRECTLY ALIGN WITH THE FRONT ENTRY OF ANY EXISTING
RESIDENTIAL HOMES. THE FINAL LOCATION SHALL BE DETERMINED AT
THE TIME OF MASTER STREET PLAN, AS APPROVED BY THE PLANNING
AND DEVELOPMENT DEPARTMENT AND THE STREET
TRANSPORTATION DEPARTMENT.
22. The developer shall construct all streets within and adjacent to the
24. development with paving, curb, gutter, sidewalk, curb ramps, streetlights,
median islands, landscaping and other incidentals, as per plans approved by
the Planning and Development Department. All improvements shall comply
with all ADA accessibility standards.
23. If determined necessary by the Phoenix Archaeology Office, the applicant shall
25. conduct Phase I data testing and submit an archaeological survey report of the
development area for review and approval by the City Archaeologist prior to
clearing and grubbing, landscape salvage, and/or grading approval.
24. If Phase I data testing is required, and if, upon review of the results from the
26. Phase I data testing, the City Archaeologist, in consultation with a qualified
archaeologist, determines such data recovery excavations are necessary, the
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
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Laveen Village Planning Committee Meeting Summary
Z-53-22-8
March 18, 2024
applicant shall conduct Phase II archaeological data recovery excavations.
25. In the event archaeological materials are encountered during construction, the
27. developer shall immediately cease all ground-disturbing activities within a 33-
foot radius of the discovery, notify the City Archaeologist, and allow time for the
Archaeology Office to properly assess the materials.
26. Prior to final site plan approval, the landowner shall execute a Proposition 207
28. waiver of claims form. The waiver shall be recorded with the Maricopa County
Recorder's Office and delivered to the City to be included in the rezoning
application file for record.
29. THE PROPERTY OWNER, OR DESIGNEE, SHALL PROVIDE ANNUAL
LAND DEVELOPMENT UPDATES ON THE STATUS OF DEVELOPMENT
WITHIN THE PUD TO THE LAVEEN VILLAGE PLANNING COMMITTEE
UNTIL ALL LAND IN THE HUB CHARACTER AREA AND DEVELOPMENT
UNITS 9A AND 9B HAVE PRELIMINARY SITE PLAN APPROVAL.
30. PRIOR TO PRELIMINARY SITE PLAN APPROVAL FOR ANY
DEVELOPMENT WITHIN THE PUD, THE DEVELOPER SHALL NOTIFY THE
FOLLOWING INDIVIDUALS:
PHIL HERTEL
2845 W. BROADWAY ROAD
PHOENIX, AZ 85041
JON KIMOTO
3216 W. ANSELL ROAD
LAVEEN, AZ 85339
JOHN BZDEL
12120 S. 39TH AVENUE
LAVEEN, AZ 85339
MARIA REAGIN
4131 W. CALLE POCO
LAVEEN, AZ 85339
LINDA ABEGG
5407 W. WINSTON DRIVE
LAVEEN, AZ 85339
STEPHANIE HURD
10207 S. 47TH AVENUE
LAVEEN, AZ 85339
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
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Laveen Village Planning Committee Meeting Summary
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March 18, 2024
FRANCISCO BARRAZA
4152 W. ALLEN STREET
LAVEEN, AZ 85339
JOANNE JENSEN
8303 S. 17TH DRIVE
PHOENIX, AZ 85041
PATRICK NASSER-TAYLOR
11024 S. 56TH LANE
LAVEEN, AZ 85339
CARLOS ORTEGA
7006 S. 40TH LANE
PHOENIX, AZ 85041
REBECCA PERRERA
7914 S. 73RD LANE
LAVEEN, AZ 85339
JENNIFER ROUSE
4821 W. ELLIS STREET
LAVEEN, AZ 85339
Staff comments regarding VPC Recommendation:
Staff recommends that Stipulation No. 1.AA be clarified that 50% of the area within
Development Unit 1 which permits 40 feet in height be permitted 40 feet, and the
remaining 50% be limited to a maximum of 30 feet in height.
Staff recommends Stipulation No. 1.Z be modified to remove Development Unit 10,
which already has a maximum height of 56 feet.
Staff recommends that Stipulation No. 1.JJ and 2 be modified to remove the first
reference to Development Unit 10, as any multifamily development not associated with
the resort, regardless of height, is subject to additional review and approval per
Stipulation No. 1.MM.
200 West Washington Street, 3rd Floor • Phoenix, Arizona 85003-1611 • (602) 262-6882
Page 885
ATTACHMENT E
To: City of Phoenix Planning Commission Date: April 4, 2024
From: Racelle Escolar, AICP
Principal Planner
Subject: ITEM NO. 6 (Z-53-22-8) – APPROXIMATELY 860 FEET SOUTH OF THE
SOUTHWEST CORNER OF 51ST AVENUE AND CARVER ROAD
The purpose of this memo is to recommend modified stipulations in response to
the Laveen Village Planning Committee (VPC) recommendation and additional
modifications requested by the applicant.
Rezoning Case No. Z-53-22-8 is a request to rezone 288.63 acres of S-1 (Ranch or
Farm Residence), S-1 (Approved C-2 PCD) (Ranch or Farm Residence, Approved
Intermediate Commercial, Planned Community District), S-1 (Approved R-2 PCD)
(Ranch or Farm Residence, Approved Multifamily Residence District, Planned
Community District), S-1 (Approved R-3 PCD) (Ranch or Farm Residence, Approved
Multifamily Residence District, Planned Community District), S-1 (Approved R-3A PCD)
(Ranch or Farm Residence, Approved Multifamily Residence District, Planned
Community District), S-1 (Approved R1-10 PCD) (Ranch or Farm Residence, Approved
Single-Family Residence District, Planned Community District), S-1 (Approved R1-18
PCD) (Ranch or Farm Residence, Approved Single-Family Residence District, Planned
Community District), S-1 (Approved R1-8 PCD) (Ranch or Farm Residence, Approved
Single-Family Residence District, Planned Community District), S-1 (Approved RH/R1-
10 PCD) (Ranch or Farm Residence, Approved Resort District/Single-Family Residence
District, Planned Community District) to PUD (Planned Unit Development) for the Gila
Foothills PUD to allow single and multifamily residential, commercial uses, and some
commerce park.
The Laveen VPC heard this request on March 18, 2024, and recommended approval
per the staff memo dated March 18, 2024 with modifications and additional stipulations
by a vote of 8-0.
Staff recommends that Stipulation No. 1.AA be clarified to address that 50 percent of
the area within Development Unit 1 which permits 40 feet in height be permitted 40 feet,
and the remaining 50 percent be limited to a maximum of 30 feet in height.
Staff recommends Stipulation No. 1.Z be modified to remove Development Unit 10,
which already has a maximum height of 56 feet.
Staff recommends that Stipulation No. 1.JJ and 2 be modified to remove the reference
to Development Unit 10 related to multifamily development that exceeds 40 feet in
height, as any multifamily development not associated with the resort, regardless of
height, is subject to additional review and approval per Stipulation No. 1.MM.
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April 4, 2024
The applicant has requested that Stipulation Nos. 1.M, 1.MM, and 2 be modified to only
apply to a 50-acre area reserved for a resort in development units 9A, 9B, and 10, and
the remaining approximately 7 acres does not require a time limit for the reservation of a
resort. The intent is that the approximately 7-acre area would not be placed in an area
that would interrupt the viability of having a relatively contiguous 50-acre area reserved
for a resort. This is addressed through modifications to Stipulation Nos. 1.M, 1.MM, and
2 below.
The applicant has also requested that a maximum of 40 lots within the area limited to
2.34 dwelling units per acre in Development Unit 8. This is to address additional
concerns related to density in Development Unit 8. Staff recommends a modification to
Stipulation No. 1.FF to further limit the area to a maximum of 40 lots.
Staff recommends approval, per the modified stipulations in bold font below:
1. An updated Development Narrative for the Gila Foothills PUD reflecting the
changes approved through this request shall be submitted to the Planning
Department within 30 days of City Council approval of this request. The
updated Development Narrative shall be consistent with Development
Narrative date stamped February 1, 2024, as modified by the following
stipulations.
a. Front Cover, add “City Council adopted: [Insert Adoption date]”
b. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses: Add a paragraph under the heading as follows:
All temporary uses shall comply with Section 708 of the Phoenix
Zoning Ordinance.
c. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
Land Uses: Add a paragraph under the heading as follows:
The permitted land uses depicted below are restricted to the maximum
square footage of the land use assumptions established in Appendix
A2. Land Use Assumptions for Street Master Plan. Each developer
shall be required to provide an updated land use matrix illustrating
maximum land use square footages in compliance with Appendix A2.
Land Use Assumptions for Street Master Plan. Amendments to
increase these established land use assumptions may be administered
through a PUD Minor Amendment and shall require an updated Traffic
Impact Analysis incorporating the increased assumptions.
D. PAGE 16, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 1: ADD “SINGLE-
FAMILY RESIDENTIAL.”
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April 4, 2024
E. PAGE 16, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 2, 3, AND 4A:
DELETE MODIFY “SELF SERVICE STORAGE (LIMITED TO A
MAXIMUM TOTAL OF TWO ONE (2 1) ACROSS THE ENTIRE PUD
SITE WITHIN THE HUB CHARACTER AREA)”.
d. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted
F. Land Uses, Development Units 2, 3, 4A: Add the following bullet point:
Hospitals
o Minimum 100 inpatient beds required TO ACHIEVE THE
ADDITIONAL 500 UNITS REFERENCED IN THE
DEVELOPMENT STANDARDS TABLE 6:
MISCELLANEOUS.
G. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 5 AND 6: ADD THE
FOLLOWING:
SINGLE-FAMILY RESIDENTIAL IS ALLOWED IN
DEVELOPMENT UNIT 5.
H. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 8: DELETE “ALL
TYPES OF OFFICE.”
I. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 8: ADD THE
FOLLOWING:
SINGLE-FAMILY RESIDENTIAL.
J. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 8: ADD THE
FOLLOWING:
PROFESSIONAL, MEDICAL, DENTAL AND ADMINISTRATIVE
OFFICE USE INCLUDING CLERICAL OR SALES
REPRESENTATIVE OFFICES. NO COMMODITY OR TANGIBLE
PERSONAL PROPERTY, EITHER BY WAY OF INVENTORY OR
SAMPLE, SHALL BE STORED, KEPT, OR EXHIBITED IN ANY SAID
OFFICE OR ON THE PREMISES WHEREIN THE SAID OFFICE IS
LOCATED EXCEPT MATERIALS ASSOCIATED WITH
PROFESSIONAL OR MEDICAL PRACTICE. SUCH OFFICE USE
SHALL NOT INCLUDE:
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Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
A. BRANCH OFFICES FOR THE FOLLOWING: BANKS,
BUILDING AND LOAN ASSOCIATIONS, BROKAGE HOUSES,
SAVINGS AND LOAD ASSOCIATIONS, FINANCE
COMPANIES, TITLE INSURANCE COMPANIES, TITLE
INSURANCE COMPANIES AND TRUST COMPANIES.
B. VETERINARY OFFICES.
K. PAGE 21, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 9A: ADD THE
FOLLOWING:
SINGLE-FAMILY RESIDENTIAL.
f. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted
L. Land Uses, Development Unit 9B: Modify the third bullet point to
“Alcohol sales as an accessory use.”
e. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted
M. Land Uses, Development Units 9A, 9B, and 10: Add a sub-bullet point
under “Multifamily” as follows:
Only permitted if building permits for a resort have not been issued
within three FIVE years of the dedication of Gila Foothills Parkway and
no sooner than five years after the adoption of the PUD. THIS
PROVISION ONLY APPLIES TO A 50-ACRE RESORT
RESERVATION AREA AND NOT TO THE REMAINING
APPROXIMATELY 7 ACRES. THE 7 ACRES OF MULTIFAMILY
DEVELOPMENT MUST BE PLACED IN AREA/S THAT WOULD
NOT INTERRUPT THE VIABILITY OF HAVING A RELATIVELY
CONTIGUOUS 50-ACRE AREA RESERVED FOR A RESORT.
N. PAGE 23, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PROHIBITED LAND USES, ALL DEVELOPMENT UNITS: ADD “SELF
SERVICE STORAGE” AND “PAWN SHOPS”.
g. Page 25, Section 3.3 Roadway Circulation, 51st Avenue: Remove all
O. reference to “half-street improvements” and modify to “full limits” of
51st Avenue.
h. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual
P. Trail Plan: Modify to show the MUT on the south and west sides of Gila
Foothills Parkway.
i. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual
Q. Trail Plan: Remove “or Planned” from the legend heading.
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April 4, 2024
R. PAGE 32, EXHIBIT 14, UPDATE TO REFLECT THE UPDATED
MAXIMUM HEIGHT ALLOWED.
S. PAGE 39, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 1: BUILDING SETBACKS:
UPDATE THE SETBACKS FOR DEVELOPMENT UNIT 10 ALONG
GILA FOOTHILLS PARKWAY TO 25 FEET.
j. Page 39, Section 4. Development Standards, Development Standards
T. Table 1: Building Setbacks: Add a row to the end of the table for the
Property Line shared with South Mountain Park; and require a 25 50-
foot setback for Development Units 9A, 9B, and 10.
k. Page 41, Section 4. Development Standards, Development Standards
U. Table 3: Landscape Buffers, 47th Avenue: Switch the provisions for
Development Units 9A and 9B.
l. Page 41, Section 4. Development Standards, Development Standards
V Table 3: Landscape Buffers: Add a row to the end of the table for the
Property Line shared with South Mountain Park, and require a 25 50-
foot buffer for Development Units 9A, 9B, and 10. Also add a footnote
to see the South Mountain Perimeter Zone provisions on pages 64 and
95.
W. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS, TABLE 4:
BUILDING HEIGHT, UPDATE THE MAXIMUM BUILDING HEIGHT
FOR DEVELOPMENT UNITS 3, 4A, 4B, AND 6 TO ALLOW A
MAXIMUM OF 40 FEET.
X. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT:
MODIFY FOOTNOTE (1) AS FOLLOWS:
HOSPITAL USES MAY BE UP TO 120 FEET IN HEIGHT FOR UP TO
20% OF THE AREA OF THE DEVELOPMENT UNIT.
Y. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT: ADD
FOOTNOTE (3) TO APPLY TO DEVELOPMENT UNITS 2, 3, 4A, 4B
THAT STATES THE FOLLOWING:
PARKING GARAGES ACCESSORY TO AN AUTOMOBILE
DEALERSHIP MAY BE UP TO 56 FEET IN HEIGHT.
Z. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT: ADD
Page 890
Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
FOOTNOTE (4) TO APPLY TO DEVELOPMENT UNITS 9A, AND 9B,
AND 10 THAT STATES THE FOLLOWING:
RESORT USES MAY BE UP TO 48 FEET IN HEIGHT, SUBJECT TO
DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK.
AA. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 4: BUILDING HEIGHT: ADD A
FOOTNOTE TO APPLY TO DEVELOPMENT UNIT 1 THAT STATES
THE FOLLOWING:
A MAXIMUM OF 50% OF DEVELOPMENT UNIT 1 THE AREA THAT
THAT ALLOWS 40 FEET IN HEIGHT CAN BE DEVELOPED UP TO
THE MAXIMUM HEIGHT OF 40 FEET. THE REMAINING 50%
SHALL BE LIMITED TO A MAXIMUM OF 30 FEET IN HEIGHT.
AA. PAGE 42, SECTION 4. DEVELOPMENT STANDARDS,
BB. DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK:
UPDATE THE FIRST COLUMN REFERENCING THE PROPERTY
LINE SHARED WITHIN TIERRA MONTANA AS FOLLOWS:
PROPERTY LINE SHARED WITH (OR MEASURED FROM) TIERRA
MONTANA NEIGHBORHOOD
m. Page 42, Section 4. Development Standards, Development Standards
BB. Table 5: Building Step Backs, Gila Foothills Parkway and 51st Ave:
CC. Switch the provisions for Development Unit 6.
n. Page 42, Section 4. Development Standards, Development Standards
CC. Table 5: Building Step Backs: Add the following to the end of Footnote
DD. (3):
An additional foot of height will be allowed for every two additional feet
of setback.
DD. PAGE 42, SECTION 4. DEVELOPMENT STANDARDS,
EE. DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK:
ADD FOOTNOTE (7) TO DEVELOPMENT UNIT 2 THAT STATES
THE FOLLOWING WITHIN THE “PROPERTY LINE SHARED WITH
(OR MEASURED FROM) TIERRA MONTANA NEIGHBORHOOD”
ROW IN THE TABLE:
56-FOOT MAXIMUM BUILDING HEIGHT WITHIN 900 FEET OF THE
TIERRA MONTANA NEIGHBORHOOD.
EE. PAGE 43, SECTION 4, DEVELOPMENT STANDARDS,
FF. DEVELOPMENT STANDARDS TABLE 6: MISCELLANEOUS,
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Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
MAXIMUM RESIDENTIAL DENSITY, DEVELOPMENT UNIT 8:
UPDATE THE DENSITY TO 14 DU/AC; AND 2.34 DU/ACRE OR A
MAXIMUM OF 40 LOTS (WHICHEVER IS LESS) FOR THE FIRST
500 FEET; AND A FOOTNOTE THAT STATES THE FOLLOWING:
THE FIRST 500 FEET IS MEASURED FROM BOTH ESTRELLA
DRIVE AND 47TH AVENUE TO CREATE AN “L” SHAPED
DEVELOPMENT AREA. SEE DEVELOPMENT UNIT 8 DENSITY
EXHIBIT AND TABLE 7 FOR SINGLE-FAMILY DEVELOPMENT
STANDARDS.
p. Page 43, Section 4. Development Standards, Development Standards
FF. Table 6: Miscellaneous: Delete the row for Maximum Number of Units.
GG.
q. Page 43, Section 4. Development Standards, DEVELOPMENT
GG. STANDARDS TABLE 6: Miscellaneous Table, Parking Standards, first
HH. bullet: Add “model” to the end. DELETE THE FIRST BULLET
REGARDING THE SALE OF EV OR HYBRID AUTOMOBILES.
r. Page 43, Section 4. Development Standards, DEVELOPMENT
HH. STANDARDS TABLE 6: Miscellaneous Table, Parking Standards,
II. fourth bullet: Remove “not to exceed 10 chargers.”
s. Page 43, Section 4. Development Standards, Development Standards
II. Table 6: Miscellaneous, Footnotes: Modify the end of Footnote (1) to
JJ. add the following AS FOLLOWS:
THE ENTIRE OVERALL PUD SITE MAY BE DEVELOPED WITH A
MAXIMUM OF 1,700 1,200 RESIDENTIAL UNITS. HOTEL GUEST
ROOMS DO NOT COUNT TOWARDS THE MAXIMUM 1,700 1,200
DWELLING UNITS FOR THE OVERALL PUD SITE. UPON
CERTIFICATE OF OCCUPANCY OF A LEVEL 1 TRAUMA CENTER
HOSPITAL, AS DEFINED BY THE ARIZONA DEPARTMENT OF
HEALTH SERVICES, IN DEVELOPMENT UNIT 2 AN ADDITIONAL
500 DWELLING UNITS ABOVE THE 1,700 1,200 CAP ARE
PERMITTED WITH DEVELOPMENT UNITS 2 AND 5. Additional
review and approval is required for the additional 500 units ANY
MULTIFAMILY DEVELOPMENT IN DEVELOPMENT UNITS 2, AND 5
AND 10 THAT EXCEEDS 40 FEET IN HEIGHT, per Z-53-22-8
stipulation.
KK. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS,
DEVELOPMENT STANDARDS TABLE 6: MISCELLANEOUS,
FOOTNOTE (5): UPDATE TO REPLACE MAXIMUM 1,700
RESIDENTIAL UNITS WITH 1,200.
Page 892
Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
o. Page 43, Section 4. Development Standards, Development Standards
JJ. Table 6: Miscellaneous, Maximum Residential Density: Add Footnote
LL. (2) to Development Unit 2.
t. Page 43, Section 4. Development Standards, Development Standards
Table 6: Miscellaneous, Footnotes, add Footnote (6) that states the
following and apply it to Development Units 9A, 9B, and 10:
Additional review and approval is required for any multifamily
development that is not associated with a resort per Z-53-22-8
stipulation.
KK. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS,
MM. DEVELOPMENT STANDARDS TABLE 6: MISCELLANEOUS,
FOOTNOTES: ADD A FOOTNOTE THAT STATES THE FOLLOWING
AND APPLY IT TO DEVELOPMENT UNITS 9A, 9B AND 10:
FOR ANY MULTIFAMILY DEVELOPMENT NOT ASSOCIATED WITH
A RESORT ON IN DEVELOPMENT UNITS 9A, 9B AND 10, AND
WITHIN A 50-ACRE RESORT RESERVATION AREA,
CONCEPTUAL SITE PLANS, ELEVATIONS, AND LANDSCAPE
PLANS SHALL BE REVIEWED AND APPROVED BY THE PLANNING
HEARING OFFICER THROUGH THE PUBLIC HEARING PROCESS,
INCLUDING REVIEW BY THE LAVEEN VILLAGE PLANNING
COMMITTEE PRIOR TO PRELIMINARY SITE PLAN APPROVAL.
THIS IS A LEGISLATIVE REVIEW FOR CONCEPTUAL PURPOSES
ONLY. SPECIFIC DEVELOPMENT STANDARDS AND
REQUIREMENTS WILL BE DETERMINED BY THE PLANNING
HEARING OFFICER AND THE PLANNING AND DEVELOPMENT
DEPARTMENT.
LL. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS: ADD
NN. DEVELOPMENT STANDARDS TABLE 7: DEVELOPMENT
STANDARDS FOR SINGLE-FAMILY DEVELOPMENT. THIS TABLE
WILL ADDRESS SINGLE-FAMILY RESIDENTIAL DEVELOPMENT
STANDARDS TO INCLUDE THE FOLLOWING:
SELECT R1-18 LOT STANDARDS
RESTRICTED TO 1-STORY AND 22 FEET IN HEIGHT FOR
THE LOTS ALONG ESTRELLA DRIVE AND 47TH AVENUE.
ALL THE INTERIOR LOTS ARE ALLOWED TO BE 2-STORIES
WITH UP TO 30 FEET IN HEIGHT.
RECTANGULAR LOTS SHALL HAVE AN AVERAGE LOT
WIDTH OF 90 FEET.
MINIMUM 22-FOOT-LONG DRIVEWAYS
MINIMUM 5 15% OPEN SPACE.
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Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
MINIMUM ROOF OVERHANG OF 12 18 INCHES.
MM. PAGE 43-44, SECTION 4, DEVELOPMENT STANDARDS: ADD
OO. DEVELOPMENT UNIT 8 DENSITY EXHIBIT TO VISUALLY
DEMONSTRATE THE “L” SHAPED AREA MEASURED 500 FEET
FROM BOTH ESTRELLA DRIVE AND 47TH AVENUE.
u. Page 45, Section 4. Development Standards, Landscape Standards,
NN. Landscape Standards Table 1: Landscape Setbacks: Update title to
PP. Landscape Standards Table 1: Landscape Plant Types.
v. Page 46, Section 4. Development Standards, Landscape Standards,
OO. Landscape Standards Table 2: Enhanced Streetscape R.O.W Planting:
QQ. Modify the title to “Landscape Standards Table 2: Enhanced
Streetscape R.O.W. Planting and Public Shade Standards”.
w. Page 46, Section 4. Development Standards, Landscape Standards
PP. Table 2: Enhanced Streetscape R.O.W Planting: Revise sidewalk
RR. shading to show all sidewalk shading in the Hub Character Area to no
less than 50%.
x. Page 46, Section 4. Development Standards, Landscape Standards
QQ. Table 2: Enhanced Streetscape R.O.W Planting, Notes, fifth bullet
SS. (Shade Pockets): Add the following as a sub-bullet point:
All public sidewalks adjacent to Automobile Dealership, Automobile
Retail Sales, and Automobile Rental: A minimum 25% shade is
required along sidewalk areas located between shade pockets. Overall
shade coverage shall equal a total of 50% inclusive of shade pockets
and the intermittent areas between shade pockets. All other uses
within the HUB character area shall require a minimum 75% shade of
public sidewalks.
y. Page 46, Section 4. Development Standards, Landscape Standards
RR. Table 2: Enhanced Streetscape R.O.W Planting: Add a note as
TT. follows:
Upon redevelopment of a site formerly used for Automobile Dealership,
Automobile Retail Sales, or Automobile Rental into Non-Automobile
Dealership, Automobile Retail Sales, or Automobile Rental, right-of-
way landscaping and shade requirements shall meet the 75% shade
standard.
z. Page 46-47, Section 4. Development Standards, Landscape Standards
SS. Table 2: Enhanced Streetscape R.O.W Planting: Add a footnote to
UU. apply to all provisions for medians as follows:
Page 894
Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
All modified median landscaping deviating from City of Phoenix
standard landscape requirements shall be privately maintained and
identified on the approved master street plan and associated plats.
aa. Page 47, Section 4. Development Standards, Landscape Standards
TT. Table 2: Enhanced Streetscape R.O.W Planting: Add a footnote to
VV. apply to Development Units 3, 6, and 4A as follows:
51st Avenue, SOUTH OF ESTRELLA DRIVE, is located within
Maricopa County jurisdiction. Any street improvements or landscaping
on 51st Avenue are subject to the review and approval of Maricopa
County.
bb. Page 50, Section 5. Signage, Off Premise Signage: Update the end of
UU. the second bullet point as follows:
WW.
…design to be presented for review and comment to the Laveen
Village Planning Committee.
cc. Page 52, Section 6. Sustainability: Add a provision for recycling as the
VV. last bullet point.
XX.
WW. PAGE 52, SECTION 6, SUSTAINABILITY:
YY.
(1) UPDATE THE LAST SENTENCE IN THE FIRST
PARAGRAPH AS FOLLOWS:
DEVELOPMENT PARCELS MUST INCORPORATE ALL
THE FOLLOWING SUSTAINABILITY PRINCIPLES:
(2) ADD BULLET POINTS 2, 6, 9, AND 14 UNDER THE
REQUIRED SUSTAINABILITY PRINCIPLES.
(3) AFTER THE REQUIRED SUSTAINABILITY ITEMS, ADD
THE FOLLOWING:
A MINIMUM OF THREE OPTIONAL SUSTAINABILITY
PRINCIPLES SHALL BE SELECTED FROM THE OPTIONS
BELOW, AS APPROVED BY THE PLANNING AND
DEVELOPMENT DEPARTMENT.
(4) ADD THE REMAINING SUSTAINABILITY ITEMS (BULLET
POINTS 1, 3, 4, 5, 7, 8, 10, 11, 12, 13, 15, 16) UNDER THE
OPTIONAL SUSTAINABILITY PRINCIPLES, AND
Page 895
Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
INCLUDE UPGRADED HVAC UNITS AT 15 SEER OR
HIGHER.
(5) UPDATE BULLET POINT 14 AS FOLLOWS:
THE DEVELOPMENT WILL PROVIDE SAFE, RELIABLE,
AND EFFICIENT STORMWATER MANAGEMENT
SYSTEMS THAT PROTECT BOTH HUMAN HEALTH AND
THE NATURAL ENVIRONMENT.
dd. Page 57, Section 7. Complete Streets, Design for Safety: Remove the
XX. second and third paragraphs.
ZZ.
YY. PAGE 69, PART 2 - DESIGN GUIDELINES, FOOTHILLS
AAA. CHARACTER AREA, 2.1 SITE AND BUILDING DESIGN, C.
ARCHITECTURAL STYLE AND CHARACTER: ADD A BULLET TO
INCLUDE THE FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT,
FACING PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS
75 FEET IN LENGTH, SHALL CONTAIN A MINIMUM OF ONE
ARCHITECTURAL EMBELLISHMENT AND DETAILING SUCH AS
TEXTURAL CHANGES, PILASTERS, OFFSETS, RECESSES,
WINDOW FENESTRATION, SHADOW BOXES AND
OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
ZZ. PAGE 86 PART 2 - DESIGN GUIDELINES, FOOTHILLS
BBB. CHARACTER AREA, 2.3 LANDSCAPING, B. SITE WALLS,
SCREENS, AND FENCES: UPDATE THIS SECTION TO REQUIRE
THE FOLLOWING ALONG ESTRELLA DRIVE AND 47TH AVENUE:
6-FOOT PAINTED CMU PERIMETER WALLS AND TUBULAR MILD
STEEL OR PIPE FENCING (ALLOWED TO TARNISH/RUST
NATURALLY), IMPLEMENTED IN SEGMENTS THAT CONFORM TO
INDUSTRY STANDARD LENGTHS.
AAA. PAGE 92, PART 2 - DESIGN GUIDELINES, FOOTHILLS
CCC. CHARACTER AREA, 2.3 LANDSCAPING, G. GENERAL
LANDSCAPING REQUIREMENTS: ADD THE FOLLOWING:
LOWER-LEVEL LANDSCAPING IS PREFERRED BETWEEN ANY
PERIMETER WALLS AND A POSSIBLE BRIDLEPATH ALONG 47TH
AVENUE.
BBB. PAGE 93, PART 2 - DESIGN GUIDELINES, FOOTHILLS
DDD. CHARACTER AREA, 2.3 LANDSCAPING, I. SITE LIGHTING: ADD
THE FOLLOWING PARAGRAPH:
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Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
IF PRIVATE STREETS ARE PROPOSED IN SINGLE-FAMILY
RESIDENTIAL SUBDIVISIONS, MINIMAL STREET LIGHTING SHALL
BE CONSIDERED.
ee. Page 95, Foothills Character Area, 2.3 Landscaping, j. Perimeter
CCC. Treatments, South Mountain Perimeter Treatment: Delete the last
EEE. paragraph.
DDD. PAGE 99, PART 2 - DESIGN GUIDELINES, DISTRICT CHARACTER
FFF. AREA, 3.1 SITE AND BUILDING DESIGN, C. ARCHITECTURAL
STYLE AND CHARACTER: ADD A BULLET TO INCLUDE THE
FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT,
FACING PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS
75 FEET IN LENGTH, SHALL CONTAIN A MINIMUM OF ONE
ARCHITECTURAL EMBELLISHMENT AND DETAILING SUCH AS
TEXTURAL CHANGES, PILASTERS, OFFSETS, RECESSES,
WINDOW FENESTRATION, SHADOW BOXES AND
OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
ff. Page 103, The District Character Area, 3.1 Site and Building Design, 2.
EEE. Circulation: Remove Section 2.b.
GGG.
FFF. PAGE 123, PART 2 - DESIGN GUIDELINES, HUB CHARACTER
HHH. AREA, 1. SITE AND BUILDING DESIGN, B. ARCHITECTURAL
STYLE AND CHARACTER: ADD A BULLET TO INCLUDE THE
FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT,
FACING PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS
75 FEET IN LENGTH, SHALL CONTAIN A MINIMUM OF ONE
ARCHITECTURAL EMBELLISHMENT AND DETAILING SUCH AS
TEXTURAL CHANGES, PILASTERS, OFFSETS, RECESSES,
WINDOW FENESTRATION, SHADOW BOXES AND
OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
gg. Page 142, The Hub Character Area, 2. Circulation, C. Street Design
GGG. and Landscape Character, Shade Pockets: Update Exhibit H9 to
III. reflect the minimum 25% shade along sidewalk areas between shade
pockets and overall shade coverage to total 50% and all uses within
the HUB to a minimum 75% shade as required by Stipulation No. 1.y
SS.
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Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
hh. Page 143, The Hub Character Area, 2. Circulation, C. Street Design
HHH. and Landscape Character, Shade Pockets, Conceptual Shade Pocket
JJJ. Detail A, B1, and B2: Update Detail A, B1, and B2 to reflect the
required shading requirements per Stipulation No. 1.y SS.
ii. Update all exhibits to include the 55th Avenue connection from the
III. existing northern stub to Estrella Avenue.
KKK.
jj. Submit legal descriptions for all development units as an appendix to
JJJ. the PUD narrative.
LLL.
KKK. UPDATE ANY TYPOGRAPHICAL OR SCRIVENER’S ERRORS
MMM. THROUGHOUT.
2. Where additional review and approval is required in the PUD narrative related
to the additional 500 residential dwelling units granted with the construction of a
hospital and ANY MULTIFAMILY DEVELOPMENT IN DEVELOPMENT UNITS
2, AND 5 and 10 THAT EXCEEDS 40 FEET IN HEIGHT AND any multifamily
development NOT ASSOCIATED WITH A RESORT in Development Units 9A,
9B, and 10, AND WITHIN A 50-ACRE RESORT RESERVATION AREA that
is not associated with a resort, SHALL HAVE conceptual site plans,
elevations, and landscape plans shall be reviewed and approved by the
Planning Hearing Officer through the public hearing process, including review
by Laveen Village Planning Committee prior to preliminary site plan approval.
This is a legislative review for conceptual purposes only. Specific development
standards and requirements will be determined by the Planning Hearing Officer
and the Planning and Development Department.
3. A Master LAND USE HEIGHT AND Density Tracking Matrix shall be provided
and updated on all site plan submittals, REGARDLESS OF USE, to track the
number of units AND PERCENTAGE OF LAND USE within the PUD area AND
THE BUILDING HEIGHT WITHIN DEVELOPMENT UNIT 1.
A MINIMUM OF 50% OF THE PUD SITE AREA (288.63 ACRES) SHALL BE
DEVELOPED WITH COMMERCIAL USES. ANY RESORT DEVELOPMENT
SHALL BE CONSIDERED COMMERCIAL DEVELOPMENT. UPON
RESUBMITTAL OF A POST-COUNCIL HEARING DRAFT OF THE PUD
NARRATIVE, A MASTER LAND USE HEIGHT AND DENSITY TRACKING
MATRIX FORMAT SHALL BE ADDED AS AN APPENDIX.
4. The applicant shall submit a Traffic Impact Analysis (TIA) to the City for this
development and update the existing Tierra Montana Master Street Plans
associated with the Segment Two development area. The TIA shall be
submitted to ADOT and MCDOT for interagency review. No preliminary
approval of plans shall be granted until the study is reviewed and approved by
the City.
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Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
5. The developer shall update the existing Tierra Montana Master Street Plan for
inclusion of Segment Two network. Phasing sheet to be updated to include
roadway networks to be completed by Segment Two development within
existing Segment One as per the required updated Traffic Impact Analysis.
Roadways located within Segment two that are not under the jurisdiction of the
jurisdiction.
6. The developer shall design and install, at their expense, traffic signals and or
roundabouts at locations approved by the TIA and updated Master Street Plan.
The developer shall be responsible for the construction and/or escrow
contribution, as approved by the TIA and Master Street Plans. Stipulation
subject to change based on TIA comments for signal location evaluation and
funding responsibility.
7. The developer shall dedicate and construct roadway, paving, curb, gutter,
detached sidewalk, traffic signal infrastructure, and other necessary incidentals
for all arterial and collector roadways as per the approved TIA and Master
Street Plan.
8. The developer shall provide access control at locations in accordance with the
City’s Design Standards Manual and/or as approved per the Master Street
Plan.
9. The full limits of 51st Avenue shall be dedicated and constructed north of
Estrella Drive to Carver Road, per the cross-section approved in the master
street plan.
10. The full limits of 51st Avenue shall be dedicated and constructed south of
Estrella Drive, as approved by Maricopa County. Should 51st Avenue be
annexed into the City of Phoenix, right-of-way dedications and improvements
shall be required to meet City of Phoenix standards.
11. Right-of-way shall be dedicated and constructed for the west side of 47th
Avenue, as required by the approved master street plans. SHOULD A
REQUEST BE SUBMITTED TO ABANDON 47TH AVE, IT SHALL BE
CONSIDERED THROUGH A FORMAL HEARING PROCESS PRIOR TO OR
CONCURRENT WITH THE TIA AND APPROVED MASTER STREET PLAN.
12. A minimum 60-feet of right-of-way shall be dedicated and constructed for the
full limits of 55th Avenue. THE DEVELOPER SHALL WORK WITH THE
STREET TRANSPORTATION DEPARTMENT TO INCORPORATE TRAFFIC
MITIGATION MEASURES.
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Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
13. All modified median landscaping deviating from City of Phoenix standard
landscape requirements shall be privately maintained and identified on the
approved master street plan and associated plats.
14. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the east side of 51st Avenue, south of Estrella Drive. Construction of the
multi-use trail shall be to City standards.
15. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the north side of Estrella Drive, WEST OF 51ST AVENUE. Construction of
the multi-use trail shall be to City standards.
16. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the south and west sides of Gila Foothills Parkway, as depicted on Exhibit
11 – Conceptual Trail Plan. Construction of the multi-use trail shall be to City
standards.
17. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated
on the north side of 55th Avenue, connecting to 51st Avenue. Construction of
the multi-use trail shall be to City standards.
18. The developer shall convey land, if necessary, located at the end of Gila
Foothills Parkway as a trailhead to South Mountain Preserve, as modified and
approved by the Parks and Recreation Department and Planning and
Development Department. The final acreage and configuration of the property
to be conveyed, along with timing of the conveyance, shall be mutually agreed
upon by the developer, the Parks and Recreation Department, and Planning
and Development Department.
19. The developer shall INVESTIGATE enterING into a development agreement
with the City regarding the location and construction of a parking lot for the
trailhead at the end of Gila Foothills Parkway, as approved or modified by the
Parks and Recreation Department and Planning and Development Department
PUBLIC INFRASTRUCTURE.
20. The developer shall underground existing electrical utilities within the public
right-of-way that are impacted or require relocation, excluding 69kv or larger,
as part of this project. The developer shall coordinate with the affected utility
companies for their review and permitting.
21. Existing irrigation facilities along all public streets are to be undergrounded and
relocated outside of City right-of-way, UNLESS OTHERWISE APPROVED BY
THE STREET TRANSPORTATION DEPARTMENT. Contact SRP to identify
existing land rights and establish the appropriate process to relocate the
facility. Relocations that require additional dedications or land transfer require
completion prior to obtaining plat and/or civil plan review approval, or as
approved by the Planning and Development Department.
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April 4, 2024
22. ALL MAJOR PUBLIC INFRASTRUCTURE SHALL BE CONSTRUCTED AS
PART OF THE FIRST PHASE OF CONSTRUCTION, SUBJECT TO A
DEVELOPMENT AGREEMENT WITH THE CITY OF PHOENIX AND AN
UPDATED STREETS MASTER PLAN, INCLUDING THE FOLLOWING: 51ST
AVENUE FROM THE LOOP 202 FREEWAY ON THE SOUTH TO CARVER
ROAD; GILA FOOTHILLS PARKWAY; ESTRELLA DRIVE FROM THE LOOP
202 FREEWAY ON THE WEST TO 47TH AVENUE; 47THE AVENUE
ADJACENT TO THE SITE (UNLESS ABANDONED); AND 55TH AVENUE AS
REQUIRED BY THE CITY OF PHOENIX. THIS WILL ALSO INCLUDE ANY
REQUIRED WATER, SEWER, AND STORMWATER INFRASTRUCTURE.
23. THE PROPOSED “COUNTY LANE” SHALL BE SHIFTED SO AS NOT TO
DIRECTLY ALIGN WITH THE FRONT ENTRY OF ANY EXISTING
RESIDENTIAL HOMES. THE FINAL LOCATION SHALL BE DETERMINED AT
THE TIME OF MASTER STREET PLAN, AS APPROVED BY THE PLANNING
AND DEVELOPMENT DEPARTMENT AND THE STREET
TRANSPORTATION DEPARTMENT.
22. The developer shall construct all streets within and adjacent to the
24. development with paving, curb, gutter, sidewalk, curb ramps, streetlights,
median islands, landscaping and other incidentals, as per plans approved by
the Planning and Development Department. All improvements shall comply
with all ADA accessibility standards.
23. If determined necessary by the Phoenix Archaeology Office, the applicant shall
25. conduct Phase I data testing and submit an archaeological survey report of the
development area for review and approval by the City Archaeologist prior to
clearing and grubbing, landscape salvage, and/or grading approval.
24. If Phase I data testing is required, and if, upon review of the results from the
26. Phase I data testing, the City Archaeologist, in consultation with a qualified
archaeologist, determines such data recovery excavations are necessary, the
applicant shall conduct Phase II archaeological data recovery excavations.
25. In the event archaeological materials are encountered during construction, the
27. developer shall immediately cease all ground-disturbing activities within a 33-
foot radius of the discovery, notify the City Archaeologist, and allow time for the
Archaeology Office to properly assess the materials.
26. Prior to final site plan approval, the landowner shall execute a Proposition 207
28. waiver of claims form. The waiver shall be recorded with the Maricopa County
Recorder's Office and delivered to the City to be included in the rezoning
application file for record.
29. THE PROPERTY OWNER, OR DESIGNEE, SHALL PROVIDE ANNUAL
LAND DEVELOPMENT UPDATES ON THE STATUS OF DEVELOPMENT
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April 4, 2024
WITHIN THE PUD TO THE LAVEEN VILLAGE PLANNING COMMITTEE
UNTIL ALL LAND IN THE HUB CHARACTER AREA AND DEVELOPMENT
UNITS 9A AND 9B HAVE PRELIMINARY SITE PLAN APPROVAL.
30. PRIOR TO PRELIMINARY SITE PLAN APPROVAL FOR ANY
DEVELOPMENT WITHIN THE PUD, THE DEVELOPER SHALL NOTIFY THE
FOLLOWING INDIVIDUALS:
PHIL HERTEL
2845 W. BROADWAY ROAD
PHOENIX, AZ 85041
JON KIMOTO
3216 W. ANSELL ROAD
LAVEEN, AZ 85339
JOHN BZDEL
12120 S. 39TH AVENUE
LAVEEN, AZ 85339
MARIA REAGIN
4131 W. CALLE POCO
LAVEEN, AZ 85339
LINDA ABEGG
5407 W. WINSTON DRIVE
LAVEEN, AZ 85339
STEPHANIE HURD
10207 S. 47TH AVENUE
LAVEEN, AZ 85339
FRANCISCO BARRAZA
4152 W. ALLEN STREET
LAVEEN, AZ 85339
JOANNE JENSEN
8303 S. 17TH DRIVE
PHOENIX, AZ 85041
PATRICK NASSER-TAYLOR
11024 S. 56TH LANE
LAVEEN, AZ 85339
CARLOS ORTEGA
7006 S. 40TH LANE
PHOENIX, AZ 85041
Page 902
Z-53-22-8 Planning Commission Backup Memo
April 4, 2024
REBECCA PERRERA
7914 S. 73RD LANE
LAVEEN, AZ 85339
JENNIFER ROUSE
4821 W. ELLIS STREET
LAVEEN, AZ 85339
Page 903
ATTACHMENT F
REPORT OF PLANNING COMMISSION ACTION
April 4, 2024
ITEM NO: 6
DISTRICT NO.: 8
SUBJECT:
Application #: Z-53-22-8 (Companion Case GPA-LV-3-22-8) (Gila Foothills PUD)
(Continued from March 7, 2024)
Location: Approximately 860 feet south of the southwest corner of 51st Avenue and
Carver Road
From: S-1, S-1 (Approved C-2 PCD), S-1 (Approved R-2 PCD), S-1 (Approved
R-3 PCD), S-1 (Approved R-3A PCD), S-1 (Approved R1-10 PCD), S-1
(Approved R1-18 PCD), S-1 (Approved R1-8 PCD), and S-1 (Approved
RH/ R1-10 PCD)
To: PUD
Acreage: 288.63
Proposal: PUD (Planned Unit Development) to allow single and multifamily
residential, commercial uses, and some commerce park
Applicant: RVi Planning and Landscape Architecture
Owner: Lines Ruskin R. JR., et al.
Representative: Wendy Riddell, Berry Riddell, LLC
ACTIONS:
Staff Recommendation: Approval, subject to stipulations.
Village Planning Committee (VPC) Recommendation:
Laveen 11/14/2022 Information only.
Laveen 2/12/2024 Continued. Vote: 8-0.
Laveen 3/18/2024 Approval, per the staff memo with modifications and additional stipulations.
Vote: 8-0.
Planning Commission Recommendation: Approval, per the staff memo dated April 4, 2024 with
a modification and deleted stipulation.
Motion Discussion:
During the applicant’s presentation, the applicant requested that the Commission recommend
approval for 1,700 units, with the extra 500 units to be granted upon completion of the hospital,
bringing the total number of units to 2,200 as opposed to the Village recommendation of 1,700
units total. Commissioners discussed the proposed location of the multifamily within the subject
area. It was confirmed that there will be no multifamily proposed next to the nearby single-family
residential neighborhoods (south of Estrella Drive) and will instead be located more centrally to
the project and closer to the 202 freeway.
Commissioner Boyd made a MOTION to approve Z-53-22-8, per the staff memo dated April 4,
2024, with the modifications that in stipulation JJ we restore 1,700 maximum units, and strike
1,200, and restore any multifamily development in units 2, and 5, and 10, and striking stipulation
KK.
Commissioner Matthews SECONDED.
Page 904
Ms. Escolar explained that the reason for the strike out on Development Unit 10 is related to
review of that area in relation to building height. Multifamily in Development Unit 10 is already
subject to a PHO review, so it is not necessary to mention it here for buildings over 40 feet. That
was more of a technical correction in response to the Village recommendation.
Commissioner Boyd stated that he was willing to modify his motion if his second was willing to
modify dropping the “and 10”.
Commissioner Matthews agreed.
Ms. Escolar clarified the motion. She stated, the MOTION is to approve, per the staff memo with
modification to stipulations JJ and KK to restore the 1,700 units and strike out the 1,200 units.
She asked Commissioner Boyd if that was correct.
Commissioner Boyd agreed that was correct, and striking Stipulation KK entirely, because it
was a change made with stipulation JJ, when they amended down to the 1,200.
Ms. Escolar confirmed with Commissioner Boyd that his proposal was to completely strike out
stipulation KK.
Chairman Gaynor called for a moment of order. They had a MOTION and a SECOND.
Vice-Chairperson Busching and Commissioner Perez disagreed to the modifications and
preferred keeping the Village modifications to the number of units.
Motion details: Commissioner Boyd made a MOTION to approve Z-53-22-8, per the staff memo
dated April 4, 2024 with the modification to Stipulation No. 1.JJ to restore 1,700 units and strike
1,200, and the deletion of Stipulation No. 1.KK.
Maker: Boyd
Second: Matthews
Vote: 6-2 (Busching, Perez)
Absent: Mangum
Opposition Present: Yes
Findings:
1. The proposal is compatible with the existing land use pattern, contains landscape and
height buffers adjacent to existing single-family residential houses in the area and is
consistent with the proposed General Plan Land Use Map designations.
2. The proposal contains enhanced standards that will result in a more walkable, shaded
and pedestrian-friendly environment. The proposal will provide increased shade which
will help to reduce the urban heat island effect.
3. The proposal will provide additional employment options, commercial services, and
housing opportunities within the Loop 202 Freeway corridor and the Laveen village.
Stipulations:
1. An updated Development Narrative for the Gila Foothills PUD reflecting the changes
approved through this request shall be submitted to the Planning Department within 30
days of City Council approval of this request. The updated Development Narrative shall
Page 905
be consistent with Development Narrative date stamped February 1, 2024, as modified
by the following stipulations.
a. Front Cover, add “City Council adopted: [Insert Adoption date]”
b. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted Land Uses:
Add a paragraph under the heading as follows:
All temporary uses shall comply with Section 708 of the Phoenix Zoning
Ordinance.
c. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted Land Uses:
Add a paragraph under the heading as follows:
The permitted land uses depicted below are restricted to the maximum square
footage of the land use assumptions established in Appendix A2. Land Use
Assumptions for Street Master Plan. Each developer shall be required to
provide an updated land use matrix illustrating maximum land use square
footages in compliance with Appendix A2. Land Use Assumptions for Street
Master Plan. Amendments to increase these established land use assumptions
may be administered through a PUD Minor Amendment and shall require an
updated Traffic Impact Analysis incorporating the increased assumptions.
D. PAGE 16, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 1: ADD “SINGLE-FAMILY
RESIDENTIAL.”
E. PAGE 16, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 2, 3, AND 4A: DELETE
MODIFY “SELF SERVICE STORAGE (LIMITED TO A MAXIMUM TOTAL OF
TWO ONE (2 1) ACROSS THE ENTIRE PUD SITE WITHIN THE HUB
CHARACTER AREA)”.
d. Page 16, Section 3.2 Land Uses Per Development Unit, Permitted Land Uses,
F. Development Units 2, 3, 4A: Add the following bullet point:
x Hospitals
o Minimum 100 inpatient beds required TO ACHIEVE THE
ADDITIONAL 500 UNITS REFERENCED IN THE
DEVELOPMENT STANDARDS TABLE 6: MISCELLANEOUS.
G. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 5 AND 6: ADD THE
FOLLOWING:
x SINGLE-FAMILY RESIDENTIAL IS ALLOWED IN DEVELOPMENT
UNIT 5.
H. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 8: DELETE “ALL TYPES
OF OFFICE.”
Page 906
I. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 8: ADD THE FOLLOWING:
x SINGLE-FAMILY RESIDENTIAL.
J. PAGE 20, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNITS 8: ADD THE
FOLLOWING:
PROFESSIONAL, MEDICAL, DENTAL AND ADMINISTRATIVE OFFICE USE
INCLUDING CLERICAL OR SALES REPRESENTATIVE OFFICES. NO
COMMODITY OR TANGIBLE PERSONAL PROPERTY, EITHER BY WAY OF
INVENTORY OR SAMPLE, SHALL BE STORED, KEPT, OR EXHIBITED IN
ANY SAID OFFICE OR ON THE PREMISES WHEREIN THE SAID OFFICE IS
LOCATED EXCEPT MATERIALS ASSOCIATED WITH PROFESSIONAL OR
MEDICAL PRACTICE. SUCH OFFICE USE SHALL NOT INCLUDE:
A. BRANCH OFFICES FOR THE FOLLOWING: BANKS, BUILDING AND
LOAN ASSOCIATIONS, BROKAGE HOUSES, SAVINGS AND LOAD
ASSOCIATIONS, FINANCE COMPANIES, TITLE INSURANCE
COMPANIES, TITLE INSURANCE COMPANIES AND TRUST
COMPANIES.
B. VETERINARY OFFICES.
K. PAGE 21, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PERMITTED LAND USES, DEVELOPMENT UNIT 9A: ADD THE
FOLLOWING:
x SINGLE-FAMILY RESIDENTIAL.
f. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted Land Uses,
L. Development Unit 9B: Modify the third bullet point to “Alcohol sales as an
accessory use.”
e. Page 21, Section 3.2 Land Uses Per Development Unit, Permitted Land Uses,
M. Development Units 9A, 9B, and 10: Add a sub-bullet point under “Multifamily”
as follows:
Only permitted if building permits for a resort have not been issued within three
FIVE years of the dedication of Gila Foothills Parkway and no sooner than five
years after the adoption of the PUD. THIS PROVISION ONLY APPLIES TO A
50-ACRE RESORT RESERVATION AREA AND NOT TO THE REMAINING
APPROXIMATELY 7 ACRES. THE 7 ACRES OF MULTIFAMILY
DEVELOPMENT MUST BE PLACED IN AREA/S THAT WOULD NOT
INTERRUPT THE VIABILITY OF HAVING A RELATIVELY CONTIGUOUS 50-
ACRE AREA RESERVED FOR A RESORT.
N. PAGE 23, SECTION 3.2 LAND USES PER DEVELOPMENT UNIT,
PROHIBITED LAND USES, ALL DEVELOPMENT UNITS: ADD “SELF
SERVICE STORAGE” AND “PAWN SHOPS”.
Page 907
g. Page 25, Section 3.3 Roadway Circulation, 51st Avenue: Remove all reference
O. to “half-street improvements” and modify to “full limits” of 51st Avenue.
h. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual Trail Plan:
P. Modify to show the MUT on the south and west sides of Gila Foothills Parkway.
i. Page 28, Section 3.3 Roadway Circulation, Exhibit 11 – Conceptual Trail Plan:
Q. Remove “or Planned” from the legend heading.
R. PAGE 32, EXHIBIT 14, UPDATE TO REFLECT THE UPDATED MAXIMUM
HEIGHT ALLOWED.
S. PAGE 39, SECTION 4. DEVELOPMENT STANDARDS, DEVELOPMENT
STANDARDS TABLE 1: BUILDING SETBACKS: UPDATE THE SETBACKS
FOR DEVELOPMENT UNIT 10 ALONG GILA FOOTHILLS PARKWAY TO 25
FEET.
j. Page 39, Section 4. Development Standards, Development Standards
T. Table 1: Building Setbacks: Add a row to the end of the table for the Property
Line shared with South Mountain Park; and require a 25 50-foot setback for
Development Units 9A, 9B, and 10.
k. Page 41, Section 4. Development Standards, Development Standards
U. Table 3: Landscape Buffers, 47th Avenue: Switch the provisions for
Development Units 9A and 9B.
l. Page 41, Section 4. Development Standards, Development Standards
V Table 3: Landscape Buffers: Add a row to the end of the table for the Property
Line shared with South Mountain Park, and require a 25 50-foot buffer for
Development Units 9A, 9B, and 10. Also add a footnote to see the South
Mountain Perimeter Zone provisions on pages 64 and 95.
W. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS, TABLE 4: BUILDING
HEIGHT, UPDATE THE MAXIMUM BUILDING HEIGHT FOR DEVELOPMENT
UNITS 3, 4A, 4B, AND 6 TO ALLOW A MAXIMUM OF 40 FEET.
X. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS, DEVELOPMENT
STANDARDS TABLE 4: BUILDING HEIGHT: MODIFY FOOTNOTE (1) AS
FOLLOWS:
HOSPITAL USES MAY BE UP TO 120 FEET IN HEIGHT FOR UP TO 20% OF
THE AREA OF THE DEVELOPMENT UNIT.
Y. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS, DEVELOPMENT
STANDARDS TABLE 4: BUILDING HEIGHT: ADD FOOTNOTE (3) TO APPLY
TO DEVELOPMENT UNITS 2, 3, 4A, 4B THAT STATES THE FOLLOWING:
PARKING GARAGES ACCESSORY TO AN AUTOMOBILE DEALERSHIP
MAY BE UP TO 56 FEET IN HEIGHT.
Z. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS, DEVELOPMENT
STANDARDS TABLE 4: BUILDING HEIGHT: ADD FOOTNOTE (4) TO APPLY
TO DEVELOPMENT UNITS 9A, AND 9B, AND 10 THAT STATES THE
FOLLOWING:
Page 908
RESORT USES MAY BE UP TO 48 FEET IN HEIGHT, SUBJECT TO
DEVELOPMENT STANDARDS TABLE 5: BUILDING STEP BACK.
AA. PAGE 41, SECTION 4. DEVELOPMENT STANDARDS, DEVELOPMENT
STANDARDS TABLE 4: BUILDING HEIGHT: ADD A FOOTNOTE TO APPLY
TO DEVELOPMENT UNIT 1 THAT STATES THE FOLLOWING:
A MAXIMUM OF 50% OF DEVELOPMENT UNIT 1 THE AREA THAT THAT
ALLOWS 40 FEET IN HEIGHT CAN BE DEVELOPED UP TO THE MAXIMUM
HEIGHT OF 40 FEET. THE REMAINING 50% SHALL BE LIMITED TO A
MAXIMUM OF 30 FEET IN HEIGHT.
AA. PAGE 42, SECTION 4. DEVELOPMENT STANDARDS, DEVELOPMENT
BB. STANDARDS TABLE 5: BUILDING STEP BACK: UPDATE THE FIRST
COLUMN REFERENCING THE PROPERTY LINE SHARED WITHIN TIERRA
MONTANA AS FOLLOWS:
PROPERTY LINE SHARED WITH (OR MEASURED FROM) TIERRA
MONTANA NEIGHBORHOOD
m. Page 42, Section 4. Development Standards, Development Standards
BB. Table 5: Building Step Backs, Gila Foothills Parkway and 51st Ave: Switch the
CC. provisions for Development Unit 6.
n. Page 42, Section 4. Development Standards, Development Standards
CC. Table 5: Building Step Backs: Add the following to the end of Footnote (3):
DD.
An additional foot of height will be allowed for every two additional feet of
setback.
DD. PAGE 42, SECTION 4. DEVELOPMENT STANDARDS, DEVELOPMENT
EE. STANDARDS TABLE 5: BUILDING STEP BACK: ADD FOOTNOTE (7) TO
DEVELOPMENT UNIT 2 THAT STATES THE FOLLOWING WITHIN THE
“PROPERTY LINE SHARED WITH (OR MEASURED FROM) TIERRA
MONTANA NEIGHBORHOOD” ROW IN THE TABLE:
56-FOOT MAXIMUM BUILDING HEIGHT WITHIN 900 FEET OF THE TIERRA
MONTANA NEIGHBORHOOD.
EE. PAGE 43, SECTION 4, DEVELOPMENT STANDARDS, DEVELOPMENT
FF. STANDARDS TABLE 6: MISCELLANEOUS, MAXIMUM RESIDENTIAL
DENSITY, DEVELOPMENT UNIT 8: UPDATE THE DENSITY TO 14 DU/AC;
AND 2.34 DU/ACRE OR A MAXIMUM OF 40 LOTS (WHICHEVER IS LESS)
FOR THE FIRST 500 FEET; AND A FOOTNOTE THAT STATES THE
FOLLOWING:
THE FIRST 500 FEET IS MEASURED FROM BOTH ESTRELLA DRIVE AND
47TH AVENUE TO CREATE AN “L” SHAPED DEVELOPMENT AREA. SEE
DEVELOPMENT UNIT 8 DENSITY EXHIBIT AND TABLE 7 FOR SINGLE-
FAMILY DEVELOPMENT STANDARDS.
Page 909
p. Page 43, Section 4. Development Standards, Development Standards Table 6:
FF. Miscellaneous: Delete the row for Maximum Number of Units.
GG.
q. Page 43, Section 4. Development Standards, DEVELOPMENT STANDARDS
GG. TABLE 6: Miscellaneous Table, Parking Standards, first bullet: Add “model” to
HH. the end. DELETE THE FIRST BULLET REGARDING THE SALE OF EV OR
HYBRID AUTOMOBILES.
r. Page 43, Section 4. Development Standards, DEVELOPMENT STANDARDS
HH. TABLE 6: Miscellaneous Table, Parking Standards, fourth bullet: Remove “not
II. to exceed 10 chargers.”
s. Page 43, Section 4. Development Standards, Development Standards Table 6:
II. Miscellaneous, Footnotes: Modify the end of Footnote (1) to add the following
JJ. AS FOLLOWS:
THE ENTIRE OVERALL PUD SITE MAY BE DEVELOPED WITH A MAXIMUM
OF 1,700 1,200 1,700 RESIDENTIAL UNITS. HOTEL GUEST ROOMS DO
NOT COUNT TOWARDS THE MAXIMUM 1,700 1,200 1,700 DWELLING
UNITS FOR THE OVERALL PUD SITE. UPON CERTIFICATE OF
OCCUPANCY OF A LEVEL 1 TRAUMA CENTER HOSPITAL, AS DEFINED
BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES, IN
DEVELOPMENT UNIT 2 AN ADDITIONAL 500 DWELLING UNITS ABOVE
THE 1,700 1,200 1,700 CAP ARE PERMITTED WITH DEVELOPMENT UNITS
2 AND 5. Additional review and approval is required for the additional 500 units
ANY MULTIFAMILY DEVELOPMENT IN DEVELOPMENT UNITS 2, AND 5
AND 10 THAT EXCEEDS 40 FEET IN HEIGHT, per Z-53-22-8 stipulation.
KK. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS, DEVELOPMENT
STANDARDS TABLE 6: MISCELLANEOUS, FOOTNOTE (5): UPDATE TO
REPLACE MAXIMUM 1,700 RESIDENTIAL UNITS WITH 1,200.
o. Page 43, Section 4. Development Standards, Development Standards
JJ. Table 6: Miscellaneous, Maximum Residential Density: Add Footnote (2) to
LL. Development Unit 2.
KK.
t. Page 43, Section 4. Development Standards, Development Standards Table 6:
Miscellaneous, Footnotes, add Footnote (6) that states the following and apply
it to Development Units 9A, 9B, and 10:
Additional review and approval is required for any multifamily
development that is not associated with a resort per Z-53-22-8 stipulation.
KK. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS, DEVELOPMENT
MM. STANDARDS TABLE 6: MISCELLANEOUS, FOOTNOTES: ADD A
LL. FOOTNOTE THAT STATES THE FOLLOWING AND APPLY IT TO
DEVELOPMENT UNITS 9A, 9B AND 10:
FOR ANY MULTIFAMILY DEVELOPMENT NOT ASSOCIATED WITH A
RESORT ON IN DEVELOPMENT UNITS 9A, 9B AND 10, AND WITHIN A 50-
ACRE RESORT RESERVATION AREA, CONCEPTUAL SITE PLANS,
ELEVATIONS, AND LANDSCAPE PLANS SHALL BE REVIEWED AND
Page 910
APPROVED BY THE PLANNING HEARING OFFICER THROUGH THE
PUBLIC HEARING PROCESS, INCLUDING REVIEW BY THE LAVEEN
VILLAGE PLANNING COMMITTEE PRIOR TO PRELIMINARY SITE PLAN
APPROVAL. THIS IS A LEGISLATIVE REVIEW FOR CONCEPTUAL
PURPOSES ONLY. SPECIFIC DEVELOPMENT STANDARDS AND
REQUIREMENTS WILL BE DETERMINED BY THE PLANNING HEARING
OFFICER AND THE PLANNING AND DEVELOPMENT DEPARTMENT.
LL. PAGE 43, SECTION 4. DEVELOPMENT STANDARDS: ADD DEVELOPMENT
NN. STANDARDS TABLE 7: DEVELOPMENT STANDARDS FOR SINGLE-
MM. FAMILY DEVELOPMENT. THIS TABLE WILL ADDRESS SINGLE-FAMILY
RESIDENTIAL DEVELOPMENT STANDARDS TO INCLUDE THE
FOLLOWING:
x SELECT R1-18 LOT STANDARDS
x RESTRICTED TO 1-STORY AND 22 FEET IN HEIGHT FOR THE
LOTS ALONG ESTRELLA DRIVE AND 47TH AVENUE. ALL THE
INTERIOR LOTS ARE ALLOWED TO BE 2-STORIES WITH UP TO 30
FEET IN HEIGHT.
x RECTANGULAR LOTS SHALL HAVE AN AVERAGE LOT WIDTH OF
90 FEET.
x MINIMUM 22-FOOT-LONG DRIVEWAYS
x MINIMUM 5 15% OPEN SPACE.
x MINIMUM ROOF OVERHANG OF 12 18 INCHES.
MM. PAGE 43-44, SECTION 4, DEVELOPMENT STANDARDS: ADD
OO. DEVELOPMENT UNIT 8 DENSITY EXHIBIT TO VISUALLY DEMONSTRATE
NN. THE “L” SHAPED AREA MEASURED 500 FEET FROM BOTH ESTRELLA
DRIVE AND 47TH AVENUE.
u. Page 45, Section 4. Development Standards, Landscape Standards,
NN. Landscape Standards Table 1: Landscape Setbacks: Update title to
PP. Landscape Standards Table 1: Landscape Plant Types.
OO.
v. Page 46, Section 4. Development Standards, Landscape Standards,
OO. Landscape Standards Table 2: Enhanced Streetscape R.O.W Planting: Modify
QQ. the title to “Landscape Standards Table 2: Enhanced Streetscape R.O.W.
PP. Planting and Public Shade Standards”.
w. Page 46, Section 4. Development Standards, Landscape Standards Table 2:
PP. Enhanced Streetscape R.O.W Planting: Revise sidewalk shading to show all
RR. sidewalk shading in the Hub Character Area to no less than 50%.
QQ.
x. Page 46, Section 4. Development Standards, Landscape Standards Table 2:
QQ. Enhanced Streetscape R.O.W Planting, Notes, fifth bullet (Shade Pockets):
SS. Add the following as a sub-bullet point:
RR.
All public sidewalks adjacent to Automobile Dealership, Automobile Retail
Sales, and Automobile Rental: A minimum 25% shade is required along
sidewalk areas located between shade pockets. Overall shade coverage shall
equal a total of 50% inclusive of shade pockets and the intermittent areas
Page 911
between shade pockets. All other uses within the HUB character area shall
require a minimum 75% shade of public sidewalks.
y. Page 46, Section 4. Development Standards, Landscape Standards Table 2:
RR. Enhanced Streetscape R.O.W Planting: Add a note as follows:
TT.
SS. Upon redevelopment of a site formerly used for Automobile Dealership,
Automobile Retail Sales, or Automobile Rental into Non-Automobile
Dealership, Automobile Retail Sales, or Automobile Rental, right-of-way
landscaping and shade requirements shall meet the 75% shade standard.
z. Page 46-47, Section 4. Development Standards, Landscape Standards Table
SS. 2: Enhanced Streetscape R.O.W Planting: Add a footnote to apply to all
UU. provisions for medians as follows:
TT.
All modified median landscaping deviating from City of Phoenix standard
landscape requirements shall be privately maintained and identified on the
approved master street plan and associated plats.
aa. Page 47, Section 4. Development Standards, Landscape Standards Table 2:
TT. Enhanced Streetscape R.O.W Planting: Add a footnote to apply to
VV. Development Units 3, 6, and 4A as follows:
UU.
51st Avenue, SOUTH OF ESTRELLA DRIVE, is located within Maricopa
County jurisdiction. Any street improvements or landscaping on 51st Avenue
are subject to the review and approval of Maricopa County.
bb. Page 50, Section 5. Signage, Off Premise Signage: Update the end of the
UU. second bullet point as follows:
WW.
VV. …design to be presented for review and comment to the Laveen Village
Planning Committee.
cc. Page 52, Section 6. Sustainability: Add a provision for recycling as the last
VV. bullet point.
XX.
WW.
WW. PAGE 52, SECTION 6, SUSTAINABILITY:
YY.
XX.
(1) UPDATE THE LAST SENTENCE IN THE FIRST PARAGRAPH AS
FOLLOWS:
DEVELOPMENT PARCELS MUST INCORPORATE ALL THE
FOLLOWING SUSTAINABILITY PRINCIPLES:
(2) ADD BULLET POINTS 2, 6, 9, AND 14 UNDER THE REQUIRED
SUSTAINABILITY PRINCIPLES.
(3) AFTER THE REQUIRED SUSTAINABILITY ITEMS, ADD THE
FOLLOWING:
Page 912
A MINIMUM OF THREE OPTIONAL SUSTAINABILITY PRINCIPLES
SHALL BE SELECTED FROM THE OPTIONS BELOW, AS
APPROVED BY THE PLANNING AND DEVELOPMENT
DEPARTMENT.
(4) ADD THE REMAINING SUSTAINABILITY ITEMS (BULLET POINTS 1,
3, 4, 5, 7, 8, 10, 11, 12, 13, 15, 16) UNDER THE OPTIONAL
SUSTAINABILITY PRINCIPLES, AND INCLUDE UPGRADED HVAC
UNITS AT 15 SEER OR HIGHER.
(5) UPDATE BULLET POINT 14 AS FOLLOWS:
THE DEVELOPMENT WILL PROVIDE SAFE, RELIABLE, AND
EFFICIENT STORMWATER MANAGEMENT SYSTEMS THAT
PROTECT BOTH HUMAN HEALTH AND THE NATURAL
ENVIRONMENT.
dd. Page 57, Section 7. Complete Streets, Design for Safety: Remove the second
XX. and third paragraphs.
ZZ.
YY.
YY. PAGE 69, PART 2 - DESIGN GUIDELINES, FOOTHILLS CHARACTER
AAA. AREA, 2.1 SITE AND BUILDING DESIGN, C. ARCHITECTURAL STYLE AND
ZZ. CHARACTER: ADD A BULLET TO INCLUDE THE FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT, FACING
PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS 75 FEET IN
LENGTH, SHALL CONTAIN A MINIMUM OF ONE ARCHITECTURAL
EMBELLISHMENT AND DETAILING SUCH AS TEXTURAL CHANGES,
PILASTERS, OFFSETS, RECESSES, WINDOW FENESTRATION, SHADOW
BOXES AND OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
ZZ. PAGE 86 PART 2 - DESIGN GUIDELINES, FOOTHILLS CHARACTER AREA,
BBB. 2.3 LANDSCAPING, B. SITE WALLS, SCREENS, AND FENCES: UPDATE
AAA. THIS SECTION TO REQUIRE THE FOLLOWING ALONG ESTRELLA DRIVE
AND 47TH AVENUE: 6-FOOT PAINTED CMU PERIMETER WALLS AND
TUBULAR MILD STEEL OR PIPE FENCING (ALLOWED TO TARNISH/RUST
NATURALLY), IMPLEMENTED IN SEGMENTS THAT CONFORM TO
INDUSTRY STANDARD LENGTHS.
AAA. PAGE 92, PART 2 - DESIGN GUIDELINES, FOOTHILLS CHARACTER
CCC. AREA, 2.3 LANDSCAPING, G. GENERAL LANDSCAPING REQUIREMENTS:
BBB. ADD THE FOLLOWING:
LOWER-LEVEL LANDSCAPING IS PREFERRED BETWEEN ANY
PERIMETER WALLS AND A POSSIBLE BRIDLEPATH ALONG 47TH
AVENUE.
BBB. PAGE 93, PART 2 - DESIGN GUIDELINES, FOOTHILLS CHARACTER
DDD. AREA, 2.3 LANDSCAPING, I. SITE LIGHTING: ADD THE FOLLOWING
CCC. PARAGRAPH:
Page 913
IF PRIVATE STREETS ARE PROPOSED IN SINGLE-FAMILY RESIDENTIAL
SUBDIVISIONS, MINIMAL STREET LIGHTING SHALL BE CONSIDERED.
ee. Page 95, Foothills Character Area, 2.3 Landscaping, j. Perimeter Treatments,
CCC. South Mountain Perimeter Treatment: Delete the last paragraph.
EEE.
DDD.
DDD. PAGE 99, PART 2 - DESIGN GUIDELINES, DISTRICT CHARACTER AREA,
FFF. 3.1 SITE AND BUILDING DESIGN, C. ARCHITECTURAL STYLE AND
EEE. CHARACTER: ADD A BULLET TO INCLUDE THE FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT, FACING
PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS 75 FEET IN
LENGTH, SHALL CONTAIN A MINIMUM OF ONE ARCHITECTURAL
EMBELLISHMENT AND DETAILING SUCH AS TEXTURAL CHANGES,
PILASTERS, OFFSETS, RECESSES, WINDOW FENESTRATION, SHADOW
BOXES AND OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
ff. Page 103, The District Character Area, 3.1 Site and Building Design, 2.
EEE. Circulation: Remove Section 2.b.
GGG.
FFF.
FFF. PAGE 123, PART 2 - DESIGN GUIDELINES, HUB CHARACTER AREA, 1.
HHH. SITE AND BUILDING DESIGN, B. ARCHITECTURAL STYLE AND
GGG. CHARACTER: ADD A BULLET TO INCLUDE THE FOLLOWING:
BUILDING FAÇADES ON ALL MULTIFAMILY DEVELOPMENT, FACING
PUBLICLY DEDICATED RIGHT-OF-WAY THAT EXCEEDS 75 FEET IN
LENGTH, SHALL CONTAIN A MINIMUM OF ONE ARCHITECTURAL
EMBELLISHMENT AND DETAILING SUCH AS TEXTURAL CHANGES,
PILASTERS, OFFSETS, RECESSES, WINDOW FENESTRATION, SHADOW
BOXES AND OVERHEAD/CANOPIES EVERY 75 LINEAR FEET.
gg. Page 142, The Hub Character Area, 2. Circulation, C. Street Design and
GGG. Landscape Character, Shade Pockets: Update Exhibit H9 to reflect the
III. minimum 25% shade along sidewalk areas between shade pockets and overall
HHH. shade coverage to total 50% and all uses within the HUB to a minimum 75%
shade as required by Stipulation No. 1.y SS.
hh. Page 143, The Hub Character Area, 2. Circulation, C. Street Design and
HHH. Landscape Character, Shade Pockets, Conceptual Shade Pocket Detail A, B1,
JJJ. and B2: Update Detail A, B1, and B2 to reflect the required shading
III. requirements per Stipulation No. 1.y SS.
ii. Update all exhibits to include the 55th Avenue connection from the existing
III. northern stub to Estrella Avenue.
KKK.
JJJ.
Page 914
jj. Submit legal descriptions for all development units as an appendix to the PUD
JJJ. narrative.
LLL.
KKK.
KKK. UPDATE ANY TYPOGRAPHICAL OR SCRIVENER’S ERRORS
MMM. THROUGHOUT.
LLL.
2. Where additional review and approval is required in the PUD narrative related to the
additional 500 residential dwelling units granted with the construction of a hospital and
ANY MULTIFAMILY DEVELOPMENT IN DEVELOPMENT UNITS 2, AND 5 and 10
THAT EXCEEDS 40 FEET IN HEIGHT AND any multifamily development NOT
ASSOCIATED WITH A RESORT in Development Units 9A, 9B, and 10, AND WITHIN A
50-ACRE RESORT RESERVATION AREA that is not associated with a resort, SHALL
HAVE conceptual site plans, elevations, and landscape plans shall be reviewed and
approved by the Planning Hearing Officer through the public hearing process, including
review by Laveen Village Planning Committee prior to preliminary site plan approval.
This is a legislative review for conceptual purposes only. Specific development
standards and requirements will be determined by the Planning Hearing Officer and the
Planning and Development Department.
3. A Master LAND USE HEIGHT AND Density Tracking Matrix shall be provided and
updated on all site plan submittals, REGARDLESS OF USE, to track the number of
units AND PERCENTAGE OF LAND USE within the PUD area AND THE BUILDING
HEIGHT WITHIN DEVELOPMENT UNIT 1.
A MINIMUM OF 50% OF THE PUD SITE AREA (288.63 ACRES) SHALL BE
DEVELOPED WITH COMMERCIAL USES. ANY RESORT DEVELOPMENT SHALL
BE CONSIDERED COMMERCIAL DEVELOPMENT. UPON RESUBMITTAL OF A
POST-COUNCIL HEARING DRAFT OF THE PUD NARRATIVE, A MASTER LAND
USE HEIGHT AND DENSITY TRACKING MATRIX FORMAT SHALL BE ADDED AS
AN APPENDIX.
4. The applicant shall submit a Traffic Impact Analysis (TIA) to the City for this
development and update the existing Tierra Montana Master Street Plans associated
with the Segment Two development area. The TIA shall be submitted to ADOT and
MCDOT for interagency review. No preliminary approval of plans shall be granted until
the study is reviewed and approved by the City.
5. The developer shall update the existing Tierra Montana Master Street Plan for inclusion
of Segment Two network. Phasing sheet to be updated to include roadway networks to
be completed by Segment Two development within existing Segment One as per the
required updated Traffic Impact Analysis. Roadways located within Segment two that
are not under the jurisdiction of the City of Phoenix shall require review and approval
with the corresponding jurisdiction.
6. The developer shall design and install, at their expense, traffic signals and or
roundabouts at locations approved by the TIA and updated Master Street Plan. The
developer shall be responsible for the construction and/or escrow contribution, as
approved by the TIA and Master Street Plans. Stipulation subject to change based on
TIA comments for signal location evaluation and funding responsibility.
Page 915
7. The developer shall dedicate and construct roadway, paving, curb, gutter, detached
sidewalk, traffic signal infrastructure, and other necessary incidentals for all arterial and
collector roadways as per the approved TIA and Master Street Plan.
8. The developer shall provide access control at locations in accordance with the City’s
Design Standards Manual and/or as approved per the Master Street Plan.
9. The full limits of 51st Avenue shall be dedicated and constructed north of Estrella Drive
to Carver Road, per the cross-section approved in the master street plan.
10. The full limits of 51st Avenue shall be dedicated and constructed south of Estrella Drive,
as approved by Maricopa County. Should 51st Avenue be annexed into the City of
Phoenix, right-of-way dedications and improvements shall be required to meet City of
Phoenix standards.
11. Right-of-way shall be dedicated and constructed for the west side of 47th Avenue, as
required by the approved master street plans. SHOULD A REQUEST BE SUBMITTED
TO ABANDON 47TH AVE, IT SHALL BE CONSIDERED THROUGH A FORMAL
HEARING PROCESS PRIOR TO OR CONCURRENT WITH THE TIA AND
APPROVED MASTER STREET PLAN.
12. A minimum 60-feet of right-of-way shall be dedicated and constructed for the full limits
of 55th Avenue. THE DEVELOPER SHALL WORK WITH THE STREET
TRANSPORTATION DEPARTMENT TO INCORPORATE TRAFFIC MITIGATION
MEASURES.
13. All modified median landscaping deviating from City of Phoenix standard landscape
requirements shall be privately maintained and identified on the approved master street
plan and associated plats.
14. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on the
east side of 51st Avenue, south of Estrella Drive. Construction of the multi-use trail shall
be to City standards.
15. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on the
north side of Estrella Drive, WEST OF 51ST AVENUE. Construction of the multi-use
trail shall be to City standards.
16. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on the
south and west sides of Gila Foothills Parkway, as depicted on Exhibit 11 – Conceptual
Trail Plan. Construction of the multi-use trail shall be to City standards.
17. A minimum 30-foot-wide multi-use trail easement (MUTE) shall be dedicated on the
north side of 55th Avenue, connecting to 51st Avenue. Construction of the multi-use trail
shall be to City standards.
18. The developer shall convey land, if necessary, located at the end of Gila Foothills
Parkway as a trailhead to South Mountain Preserve, as modified and approved by the
Parks and Recreation Department and Planning and Development Department. The
final acreage and configuration of the property to be conveyed, along with timing of the
conveyance, shall be mutually agreed upon by the developer, the Parks and Recreation
Department, and Planning and Development Department.
Page 916
19. The developer shall INVESTIGATE enterING into a development agreement with the
City regarding the location and construction of a parking lot for the trailhead at the end
of Gila Foothills Parkway, as approved or modified by the Parks and Recreation
Department and Planning and Development Department PUBLIC INFRASTRUCTURE.
20. The developer shall underground existing electrical utilities within the public right-of-way
that are impacted or require relocation, excluding 69kv or larger, as part of this project.
The developer shall coordinate with the affected utility companies for their review and
permitting.
21. Existing irrigation facilities along all public streets are to be undergrounded and
relocated outside of City right-of-way, UNLESS OTHERWISE APPROVED BY THE
STREET TRANSPORTATION DEPARTMENT. Contact SRP to identify existing land
rights and establish the appropriate process to relocate the facility. Relocations that
require additional dedications or land transfer require completion prior to obtaining plat
and/or civil plan review approval, or as approved by the Planning and Development
Department.
22. ALL MAJOR PUBLIC INFRASTRUCTURE SHALL BE CONSTRUCTED AS PART OF
THE FIRST PHASE OF CONSTRUCTION, SUBJECT TO A DEVELOPMENT
AGREEMENT WITH THE CITY OF PHOENIX AND AN UPDATED STREETS MASTER
PLAN, INCLUDING THE FOLLOWING: 51ST AVENUE FROM THE LOOP 202
FREEWAY ON THE SOUTH TO CARVER ROAD; GILA FOOTHILLS PARKWAY;
ESTRELLA DRIVE FROM THE LOOP 202 FREEWAY ON THE WEST TO 47TH
AVENUE; 47THE AVENUE ADJACENT TO THE SITE (UNLESS ABANDONED); AND
55TH AVENUE AS REQUIRED BY THE CITY OF PHOENIX. THIS WILL ALSO
INCLUDE ANY REQUIRED WATER, SEWER, AND STORMWATER
INFRASTRUCTURE.
23. THE PROPOSED “COUNTY LANE” SHALL BE SHIFTED SO AS NOT TO DIRECTLY
ALIGN WITH THE FRONT ENTRY OF ANY EXISTING RESIDENTIAL HOMES. THE
FINAL LOCATION SHALL BE DETERMINED AT THE TIME OF MASTER STREET
PLAN, AS APPROVED BY THE PLANNING AND DEVELOPMENT DEPARTMENT
AND THE STREET TRANSPORTATION DEPARTMENT.
22. The developer shall construct all streets within and adjacent to the development with
24. paving, curb, gutter, sidewalk, curb ramps, streetlights, median islands, landscaping
and other incidentals, as per plans approved by the Planning and Development
Department. All improvements shall comply with all ADA accessibility standards.
23. If determined necessary by the Phoenix Archaeology Office, the applicant shall conduct
25. Phase I data testing and submit an archaeological survey report of the development
area for review and approval by the City Archaeologist prior to clearing and grubbing,
landscape salvage, and/or grading approval.
24. If Phase I data testing is required, and if, upon review of the results from the Phase I
26. data testing, the City Archaeologist, in consultation with a qualified archaeologist,
determines such data recovery excavations are necessary, the applicant shall conduct
Phase II archaeological data recovery excavations.
25. In the event archaeological materials are encountered during construction, the
27. developer shall immediately cease all ground-disturbing activities within a 33-foot radius
of the discovery, notify the City Archaeologist, and allow time for the Archaeology Office
to properly assess the materials.
Page 917
26. Prior to final site plan approval, the landowner shall execute a Proposition 207
28. waiver of claims form. The waiver shall be recorded with the Maricopa County
Recorder's Office and delivered to the City to be included in the rezoning
application file for record.
29. THE PROPERTY OWNER, OR DESIGNEE, SHALL PROVIDE ANNUAL LAND
DEVELOPMENT UPDATES ON THE STATUS OF DEVELOPMENT WITHIN THE PUD
TO THE LAVEEN VILLAGE PLANNING COMMITTEE UNTIL ALL LAND IN THE HUB
CHARACTER AREA AND DEVELOPMENT UNITS 9A AND 9B HAVE PRELIMINARY
SITE PLAN APPROVAL.
30. PRIOR TO PRELIMINARY SITE PLAN APPROVAL FOR ANY DEVELOPMENT
WITHIN THE PUD, THE DEVELOPER SHALL NOTIFY THE FOLLOWING
INDIVIDUALS:
PHIL HERTEL
2845 W. BROADWAY ROAD
PHOENIX, AZ 85041
JON KIMOTO
3216 W. ANSELL ROAD
LAVEEN, AZ 85339
JOHN BZDEL
12120 S. 39TH AVENUE
LAVEEN, AZ 85339
MARIA REAGIN
4131 W. CALLE POCO
LAVEEN, AZ 85339
LINDA ABEGG
5407 W. WINSTON DRIVE
LAVEEN, AZ 85339
STEPHANIE HURD
10207 S. 47TH AVENUE
LAVEEN, AZ 85339
FRANCISCO BARRAZA
4152 W. ALLEN STREET
LAVEEN, AZ 85339
JOANNE JENSEN
8303 S. 17TH DRIVE
PHOENIX, AZ 85041
PATRICK NASSER-TAYLOR
11024 S. 56TH LANE
LAVEEN, AZ 85339
Page 918
CARLOS ORTEGA
7006 S. 40TH LANE
PHOENIX, AZ 85041
REBECCA PERRERA
7914 S. 73RD LANE
LAVEEN, AZ 85339
JENNIFER ROUSE
4821 W. ELLIS STREET
LAVEEN, AZ 85339
This publication can be made available in alternate format upon request. Please contact Teleia
Galaviz at 602-291-2559, teleia.galaviz@phoenix.gov, TTY: Use 7-1-1.
Page 919
ATTACHMENT G
CITY OF PHOENIX
PLANNING AND DEVELOPMENT DEPARTMENT
FORM TO REQUEST PC to CC
I HEREBY REQUEST THAT THE CC HOLD A PUBLIC HEARING ON:
APPLICATION NO/ Z-53-22-8 (SIGNATURE ON ORIGINAL IN FILE)
LOCATION Approximately 860 opposition x applicant
feet south of the
southwest corner of
51st Avenue and
Carver Road
APPEALED FROM: PC 4/4/2024 12120 South 39th Avenue
Laveen, AZ 85339
PC DATE STREET/ADDRESS/CITY/STATE/ZIP
TO PC/CC CC 5/1/2024 John M. Bzdel
HEARING 253-549-6826
bzdel@earthlink.net
CC DATE NAME / PHONE / EMAIL
REASON FOR REQUEST:
Planning Commission did not use objective data.
RECEIVED BY: Julia Loewen RECEIVED ON: 4/9/2024
Alan Stephenson Camryn Thompson
Joshua Bednarek Paul M. Li
Tricia Gomes GIS
Racelle Escolar Byron Easton (for PHO Appeals only)
Sarah Stockham Vikki Cipolla-Murillo
Stephanie Vasquez Village Planner
Heather Klotz Applicant
REVISED 4/9/2024 vcm
Page 920
Page 921
ATTACHMENT H
Nayeli Sanchez Luna
From: Eugene Wikle
Sent: Monday, March 11, 2024 10:03 AM
To: Nayeli Sanchez Luna
Subject: Laveen Home Owner - Comments on Proposed Gila Foothills
Follow Up Flag: Follow up
Flag Status: Flagged
I am a Laveen home owner and have resided in Laveen since 2016.
I attended the Planning Committee Meeting on February 12th. I support the development of the Gila Foothills.
Please continue to proceed with careful planning and engagement with the citizens of Laveen. I am confident
that in partnership with the developer the Gila Foothills will be a major landmark of success and community
pride for Laveen.
I would like to share my observations and concerns regarding the forthcoming land development. This is not a
complaint list. I know that my concerns will be addressed moving forward with the planning process.
1. Meeting Notification: I only became aware of the forthcoming land development and scheduled planning
meeting through the private citizen mailer that I received. Because of the immense interest in this project I
recommend that the planning committee send a mailer announcing meetings and provide updates to all of the
residents of Laveen. I recommend posting on all available social media related to Laveen and government
websites. I would send notices to citizens who attended previous meetings and have provided their email
addresses.
2. The Land Developer: The presentation by the land developer was most concerning. I felt that the committee
and residents of Laveen were being told "what was best for them" in a rather forceful manner. I did not sense
any willingness by the developer to listen to the residents' concerns or compromise. My conclusion was the
land developer was trying to "stuff ten pounds of potatoes into a five pound bag". I felt overwhelmed by the
amount of development that was proposed for this area.
3. Hospital: Laveen needs a larger, full service hospital. Possibly a Level 1 trauma center. A larger hospital in
this area will serve our community, Ahwatukee and the surrounding area for years to come. A win - win for
everyone. I do recommend the hospital design be limited in height, possibly a six story facility. This area of
Laveen should maintain a more open space appearance, with the South Mountains and Estrellas Mountains as
scenic backdrops. Additional medical clinics adjacent to the hospital will also be a plus for our community.
4. Auto Mall: I support the development of an auto mall. I am concerned about a multi-story design complex. A
multi-story may impact the "open space" appearance of the area. I do not recommend that any EV
requirements be placed on the auto dealers. Let the auto dealers and the free enterprise system determine
what an auto dealership sells. Many of the major auto manufacturers are reducing their EV output because of
the low demand by consumers. More and more consumers are turning away from EV for various reasons.
Government should not be dictating to private enterprises what they will or will not sell. Every week there are
more news stories regarding the negative aspects of the electrical vehicles to include high cost
of maintenance, environmental impact of battery disposal, and the heavy EV impact on roadways. etc.
Note: Dark Skies - Auto dealerships use very bright lights at night to light up their lots. They keep the lights on
all night. An auto mall in the area will increase the amount of lighting at night in the area and impact "dark
skies" in the area.
Page 922
5. New Laveen MarketPlace development - With the increase in population, the community needs more
grocery stores. We should include this development in our planning discussion. The type of stores and
restaurants should be included in the discussion. Many of the requests for sit down dining and other shopping
amenities requested by the citizens may already be planned for the new shopping center. We need to convey
this information to the citizens.
6. Resort: My only concern is land use. Most resorts require a lot of land space. Is there going to be enough
land to accommodate a resort along with all of the other development plans for the area?
7. Residential development. I strongly support the development of more single family residents. I am strongly
opposed to any more multi-family apartment complexes. Laveen and the surrounding area has already built
enough apartments.
Thank you for your serving on the Village Planning Committee.
Best regards,
Gene Wikle
10210 S. 46th Dr.
480-352-4575
Page 923
Racelle Escolar
From: Linda Abegg
Sent: Wednesday, April 3, 2024 4:52 PM
To: PDD Planning Commission
Subject: Gila Foothills PUD
Good afternoon,
As the Chair of the Laveen VPC, I am writing to ask for your support of our committee’s unanimous recommendation for
the Gila Foothills PUD. After countless hours of discussions with the developer and the community over many many
months and three VPC meetings, we have reached a compromise on everything except one factor: the number of
residential units.
Please support our reduction to 1200 + 500 hospital bonus units.
These 1700 units, combined with thousands more approved in Laveen in the past several years, will support the growth
in our area and attract retail, but do less to overburden our infrastructure and resources.
The following are some of the main factors in requesting decreased density:
1) Strong community opposition to the density proposed by the applicant
2) A lack of City funding available for infrastructure to support new growth (as stated in the recent General Plan update)
3) A desire to maintain land for retail uses that will support Laveen’s growth and keep tax revenue in Phoenix (Laveen
residents currently have to leave Phoenix for typical retail uses)
4) The shortage of emergency services available to this area.
I will be attending the PC meeting virtually and am happy to answer any questions you may have at or before the
meeting.
Thank you,
Linda Abegg
LVPC Chair
801‐358‐1736
Page 924
Racelle Escolar
From: Stephanie Hurd
Sent: Wednesday, April 3, 2024 11:53 AM
To: PDD Planning Commission; support@phxazdistrict7.zendesk.com
Cc: Kesha Hodge Washington; Christine Mackay; Council District 7 PCC
Subject: PC: Gila Foothills PUD items #5
Hello,
When applicant attended February VPC meeting and continued, LVPC kept units at 1200. Then at the March meeting,
LVPC compromised and stipulated 1200 +500 units. The applicant is uncompromising and still requesting 1700 +500
units. Our village has been oversaturated with BTRs and MFHs because they have been paying the most money.
Please reference Dan penton and John Bzdel's stats. The LVPC and community standby and support limiting excess MFH
& BTR in Gila Foothills because of our oversaturation.
I'm absolutely AGAINST allowing the applicant to increase units. Please support our village and don't allow more excess
MFH & BTR.
Stephanie Hurd
LVPC Vice Chair
602.790.2205
Page 925
ATTACHMENT I
Page 926
Page 927
Nayeli Sanchez Luna
Subject: FW: Gila Foothills
From: Steven Ramirez
Sent: Sunday, February 25, 2024 11:51 AM
To: PDD Laveen VPC
2 PCC
Subject: Gila Foothills
Dear Mayor and Council members,
I am writing to express my concerns regarding the proposed zoning changes for the Gila Foothills PUD. While I
understand the importance of development and progress, I believe that the current proposal may not be in the best
interest of our community.
Firstly, I would like to address the issue of the proposed 150ft tall hospital. While I appreciate the need for medical
facilities in our area, I am concerned that such a tall building would obstruct the scenic views of our local mountains and
disrupt the aesthetic harmony of our neighborhood.
Additionally, considering that there are other hospitals nearby that are not as tall, I believe that a shorter hospital would
be a more suitable compromise that meets the needs of the community without compromising our natural
surroundings.
Moving the hospital on the south side of Estrella, would not only be beneficial for the Tierra Montana neighborhood but
also to first responders trying to enter the hospital from the 202 (they would only have to turn right instead of crossing
traffic to turn left).
Secondly, I would like to express my distaste and concerns for an auto mall. If the developer truly wanted to help create
something innovative they would have done more research about the automotive industry. Being EV focused is cool and
hip, but it is also about 5 years too late. Although automakers are still coming out with Electric vehicles, that is not
where their focus is on. Over the past few years EV’s have proven that they are not the wave of the future but more or
less a stepping stone to more efficient and truly zero emissions vehicles. Here is a article about just a few automakers
who are looking towards the future with Hydrogen. https://carboncredits.com/revving‐up‐for‐the‐hydrogen‐fuel‐cell‐
era‐bmw‐and‐toyota‐lead‐the‐way‐to‐zero‐emission‐vehicles‐
fhyd/#:~:text=Leading%20automakers%20are%20investing%20heavily,warm%20air%20as%20a%20byproduct.
[carboncredits.com]
Another concern of mine comes with the increase of EV sales, more automakers are following suit of Tesla, Lucid and
Rivian where they are selling direct to consumers and eliminating the middle man of the dealership which eliminates
hefty price gouging and over production of vehicles. That being said Arizona is one of the states that allow direct to
customer sales.
My concern is what will happen with this massive auto complex if and when automakers choose to do direct sales, that
no one will be able to afford?
I would suggest a smaller footprint for the Automall which would allow a future sale of the property more financially
feasible for a future investor/buyer, which would also allow to relocate the hospital on the south side of Estrella as well.
More are articles supporting my concerns
https://www.capitalone.com/cars/learn/getting‐a‐good‐deal/car‐dealership‐vs‐directtoconsumer‐heres‐the‐
difference/2270 [capitalone.com]
[caranddriver.com]
Page 928
https://www.caranddriver.com/news/a41472587/sympathy‐for‐the‐dealer‐november‐
2022/?fbclid=IwAR1RV3IV5XlAVpQBKQz9WvRYEjGyEngygLLazAUdHU71_9iovlzAt‐
112k4_aem_AaSM4E_U_z7mrUXmCYcU5muF_‐sjsmM2zcZsybTo8UbVPZqa2esuJnnqSvB2KZ1KkLw [caranddriver.com]
Thirdly, I would like to challenge the assertion that our area lacks the income to support sit‐down restaurants.
As a resident of the Tierra Montana neighborhood, also along the 202 and Elliot Road, I can attest to the fact that we
have a diverse range of households with varying income levels, including homes valued between $500,000 and
$1,000,000+ in close proximity to the proposed development site.
Therefore, I believe that the data indicating insufficient income may be outdated and does not accurately reflect the
current economic landscape of our community.
This brings me to the proposed apartments and high density multi family housing. Not only does the current plan have
height restrictions in place for this current land that these do not follow, where in all of the valley do you see
apartments, a hospital and a auto mall next to $500,000 ‐ $1,000,000+ homes?
The Laveen Planning Commission has already expressed their distaste for more high density multi family apartments,
our suggestion is to make the North side of Estrella rezoned to R1‐6 to still allow high to medium density housing
without effecting views that the already established neighborhoods already enjoy. Also it would help force the hand of
the developer to create a 55 and older community that Laveen doesn’t currently have. If they had amenities they could
still potentially bring higher price tags.
We would also like to see the north side frontage of Estrella zoned to commercial to allow retail shops and restaurants
that would truly benefit our community and contribute to the growth and prosperity of Laveen.
A smaller‐scale version of the popular local shopping center, Tempe Marketplace, would be an ideal addition to our
neighborhood, providing residents with convenient access to amenities and fostering a sense of community
engagement.
Lastly, I am concerned about the potential economic impact of establishing all of this commercial
significant tax revenue will be generated and I am troubled by the fact that these tax dollars may not be reinvested back
into Laveen but rather directed towards Phoenix proper.
Without mechanisms in place to ensure that tax revenue benefits our community directly, I believe that we should
prioritize developments that have a tangible and sustainable positive impact on the residents of Laveen.
In conclusion, I want to emphasize that my opposition to the proposed zoning changes stems from a genuine concern
for the well‐being and prosperity of our community.
I am open to dialogue and compromise, and I believe that together, we can find a solution that balances the needs of
development with the preservation of our neighborhood's character and quality of life.
Thank you for considering my perspective on this matter. I look forward to hearing your thoughts and working together
towards a mutually beneficial outcome.
Sincerely,
Steven Ramirez
5349 W. Farmhand Dr.
Laveen, AZ 85339
Paintfourlife@gmail.com
Page 929
Nayeli Sanchez Luna
From: Robert Chappell
Sent: Monday, February 26, 2024 8:54 PM
To: Council District 8 PCC; support@phxazdistrict8.zendesk.com
Cc: Mayor Gallego; PDD Laveen VPC; Nayeli Sanchez Luna
Subject: Gila Foothills PUD on 202 near Elliot Road
Follow Up Flag: Follow up
Flag Status: Flagged
Dear Ms. Kesha Hodge Washington,
I hope this email finds you well. I am writing to express my concerns regarding the proposed zoning changes
for the Gila Foothills PUD on 202 near Elliot Road. While I understand the importance of development and
progress, I believe that the current proposal may not be in the best interest of our community.
Firstly, I would like to address the issue of the proposed 150ft tall hospital, (applicant stated willingness to
decrease to 120ft at Laveen Planning meeting on February 12th). While I appreciate the need for additional
medical facilities in Laveen, I am concerned that such a tall building would disrupt the aesthetic harmony of our
neighborhood. The applicant has stated to secure a level one trauma center the height is required. I believe this
to be a misrepresentation as typically businesses are concerned with usable square footage, which they can
adjust by updating their proposed building plan to bring the facility's height to match more closely with the
surrounding areas and not compromise our natural surroundings.
As a homeowner in the Passage community of the Tierra Montana neighborhood I would also like to see the
planned site moved further south, closer to the highway, and out of the Tierra Montana neighborhood’s
backyard. At minimum there should be at least a 1500 ft setback if the proposed development area cannot be
pushed further south.
Secondly, I would like to challenge the assertion that our area lacks the income to support sit-down restaurants.
As a homeowner of the Tierra Montana neighborhood, also along the 202 and Elliot Road, I can attest to the
fact that we have a diverse range of households with varying income levels, including homes valued between
$500,000 and $1,000,000 near the proposed development site. Therefore, I believe that the data indicating
insufficient income may be outdated and does not accurately reflect the current economic landscape of our
community. In the area south of Dobbins there has been an influx of individuals that are earning incomes higher
that what is considered “middle class” (In Maricopa County $51,015 - $153,046 is the range according to Nov
22nd, 2023, article “Are you middle class in Arizona? Here’s what the middle, top 10%, and top 1% makes”
From Azcentral.com).
Furthermore, I would like to express our desire for retail shops and restaurants that truly benefit our community
and contribute to the growth and prosperity of Laveen. A smaller-scale version of the popular local shopping
center, Tempe Marketplace, would be an ideal addition to our neighborhood, providing residents with
convenient access to amenities and fostering a sense of community engagement.
I am concerned about the potential economic impact of establishing a car dealership on the proposed lot. While
it is true that car dealerships generate significant tax revenue, I am troubled by the fact that these tax dollars
may not be reinvested back into Laveen but rather directed towards other areas of the city.
Page 930
Large dealerships are becoming less of a trend as companies such as Tesla are pushing for a direct-to-consumer
approach. The applicant proposed a 5-story facility that can be shared, but it appears to be a large parking
garage. While searching for my last vehicle I found car manufacturers and dealerships building smaller store
fronts to create a “luxury” experience while storing cars off site. I’d prefer not to have a large 5-story car
storage facility in my backyard.
Lastly, the proposed development plans for transition from the surrounding single family residential lots to high
density residential. While housing is continually needed, the infrastructure and city services are not available in
the area. The applicant provided estimated traffic numbers and proposed road improvements, but when asked
about how they were calculated they did not provide a clear answer, as they referred to a MAG equation which
they stated the City of Phoenix accepted. Upon further research the latest publicly available MAG study in the
South Mountain area was completed in December 2020 (Laveen South Mountain Transportation Study). This
study had a southern border of W Elliot Rd, which is well north of the currently proposed project. With the
proposed rezoning to high density comes a need for City Services such as Police & Fire. Laveen currently does
not have a Police substation anywhere in the village, plus Phoenix Police is still short almost 500 officers on the
force. Again, a large concern for the surrounding area, especially with the current challenges at the corner of S.
51st Ave & W. Baseline Rd.
In conclusion, I have been a homeowner in the South Mountain & Laveen area for over 14 years and I want to
emphasize that my opposition to the proposed zoning changes stems from a genuine concern for the well-being
and prosperity of our community. I am open to dialogue and compromise, and I believe that together, we can
find a solution that balances the needs of development with the preservation of our neighborhood's character
and quality of life.
Thank you for considering my perspective on this matter. I look forward to hearing your thoughts and working
together towards a mutually beneficial outcome.
Sincerely,
Robert Chappell
623-628-7208
5118 W Sweet Pea Terrace
Laveen Village, AZ 85339
Page 931
Page 932
Nayeli Sanchez Luna
From: Gina Abbott
Sent: Friday, March 15, 2024 4:14 PM
To: Nayeli Sanchez Luna; PDD Laveen VPC
Subject: LVPC Meeting
Dear Ms Luna and all Concerned,
I oppose GPA-LV-3-22-8 ( General Plan Amendment) and Z-53-22-8 (Zoning) as currently proposed.
Like most of my neighbors, I do not want to see tall buildings i.e: parking garages, a hospital and more apartments that
are currently proposed, blocking our beautiful views of the mountains. However, I am ok with a hospital that is two or
three floors tall. It can be built as two separate buildings if they want it to be a full operational hospital. There is plenty
of room for that. I also very much oppose the auto mall. Like LPC Vice chair Stephanie Hurd suggested, I would like to
see some nice sit down restaurants and maybe a Costco instead. I am not against developing our area, I would just like it
to benefit all of us.
I attended the LVPC meeting last month and I agree with madam chair, when she said she would like to see an assisted
living place built in Laveen. We too, have a family member who will be needing assisted living in the future and all the
places now are so far away. It will be difficult visiting them and caring for them.
I am asking you to please oppose the two plans as they are proposed ri ght now and let's all work towards a compromise!
Let's preserve the Rural atmosphere in Laveen! That is why I moved here.
Thank you!
Regina Abbott
3832 W Fox Road
Laveen AZ 85339
Page 933
Page 934
Page 935
Report
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Item text
On May 13, 2024 Mayor Kate Gallego, Vice Mayor Debra Stark, Councilman Carlos
Galindo-Elvira, and Councilman Jim Waring submitted a request (Attachment A) to
the City Manager to place an item on the May 15, 2024 Formal City Council agenda.
The request is for the City Council to consider formally naming the transit hub at the
Central Station Redevelopment Project, planned for 300 N. Central Ave., the Greg
Stanton Central Station.
This request is in compliance with Rule 2(c) of the Rules of Council Proceedings.
Responsible Department
This item is submitted by City Manager Jeffrey Barton and the City Manager's Office.
Page 936
Attachment A
May 13, 2024
Jeffrey Barton
City Manager
200 West Washington Street
Phoenix, AZ 85003
Dear Mr. Barton:
We respectfully ask that you place an item on the May 15 Formal Agenda that will allow
the Council to begin the process to formally name the transit hub at the Central Station
Redevelopment Project planned for 300 North Central Avenue the Greg Stanton Central Station.
We believe it is fitting this transit hub that will reimagine the city’s primary downtown bus
and light rail transit center and serve two million passengers each year be named for the former
mayor whose leadership made Transportation 2050 possible. This plan expanded and improved
multiple modes of transportation throughout Phoenix, including bus, light rail, paratransit, streets,
bike lanes, and active transportation—and it’s changing lives for the better.
In 2015, while campaigning for a second term, then Mayor Stanton also campaigned to
increase and extend the dedicated funding source for the 35-year transportation package. It’s not
typical for elected officials to push for a sales tax increase as they seek re-election, but voters said
yes to both Stanton and his transportation agenda.
Honoring this former mayor, who continues to serve as an effective advocate for Phoenix
in the U.S. House of Representatives, is a fitting and well-deserved tribute.
Sincerely,
Kate Gallego Carlos Galindo-Elvira
Mayor Councilmember, District 7
Debra Stark
Vice Mayor, District 3
200 West Washington Street, 11th Floor
Phoenix, Arizona 85003-1611
602-262-7111
phoenix.gov/mayor
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